Caldwell Trust CO Ishares Tr Msci Usa Esg Select Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Caldwell Trust CO holds 800 shares of SUSA stock, worth $109,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$109,848
Previous $101 Million 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$101.97 - $126.75 $81,576 - $101,400
800 New
800 $101 Million
Q3 2023

Oct 01, 2025
SELL
$89.49 - $97.11 $8,949 - $9,711
-100 Reduced 11.11%
800 $72 Million
Q1 2023

Oct 01, 2025
BUY
$81.64 - $90.01 $8,164 - $9,001
100 Added 12.5%
900 $79 Million
Q3 2022

Oct 01, 2025
BUY
$75.91 - $92.66 $7,591 - $9,266
100 Added 12.5%
900 $68.3 Million
Q1 2022

Oct 01, 2025
BUY
$89.45 - $106.35 $33,991 - $40,413
380 Added 47.5%
1,180 $114 Million
Q1 2021

Oct 02, 2025
BUY
$81.34 - $87.82 $30,909 - $33,371
380 Added 47.5%
1,180 $104 Million
Q4 2020

Oct 02, 2025
BUY
$72.19 - $82.34 $27,432 - $31,289
380 Added 47.5%
1,180 $97.2 Million
Q2 2020

Oct 02, 2025
SELL
$52.49 - $69.03 $4,199 - $5,522
-80 Reduced 11.94%
590 $78.9 Million
Q1 2020

Oct 02, 2025
SELL
$47.53 - $70.87 $6,178 - $9,213
-130 Reduced 16.25%
670 $73.5 Million
Q4 2019

Oct 06, 2025
SELL
$59.6 - $67.25 $7,748 - $8,742
-130 Reduced 16.25%
670 $89.8 Million

Others Institutions Holding SUSA

# of Institutions
562
Shares Held
17.1M
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
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email