Bradley & Co. Private Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 4,013 shares of SUSA stock, worth $491,030. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,013
Previous 3,795 5.74%
Holding current value
$491,030
Previous $426,000 14.32%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$118.0 - $127.04 $25,724 - $27,694
218 Added 5.74%
4,013 $487,000
Q2 2024

Jul 31, 2024
BUY
$102.41 - $112.98 $204,307 - $225,395
1,995 Added 110.83%
3,795 $426,000
Q3 2021

Nov 05, 2021
SELL
$94.69 - $101.93 $1,893 - $2,038
-20 Reduced 1.1%
1,800 $0
Q1 2021

May 12, 2021
BUY
$81.34 - $87.82 $148,038 - $159,832
1,820 New
1,820 $160,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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