Ci Private Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ci Private Wealth, LLC holds 20,737 shares of SUSA stock, worth $2.59 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,737
Previous 23,811 12.91%
Holding current value
$2.59 Million
Previous $2.87 Million 12.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
SELL
$118.0 - $127.04 $362,732 - $390,520
-3,074 Reduced 12.91%
20,737 $2.52 Million
Q3 2024

Nov 12, 2024
BUY
$108.44 - $120.37 $677,099 - $751,590
6,244 Added 35.54%
23,811 $2.87 Million
Q2 2024

Aug 13, 2024
BUY
$102.41 - $112.98 $409 - $451
4 Added 0.02%
17,567 $1.97 Million
Q1 2024

May 09, 2024
SELL
$98.48 - $109.17 $17,627 - $19,541
-179 Reduced 1.01%
17,563 $1.92 Million
Q4 2023

Feb 09, 2024
BUY
$85.36 - $100.86 $50,874 - $60,112
596 Added 3.48%
17,742 $1.78 Million
Q3 2023

Nov 03, 2023
BUY
$89.49 - $97.11 $7,696 - $8,351
86 Added 0.5%
17,146 $1.54 Million
Q2 2023

Aug 10, 2023
SELL
$85.65 - $93.64 $12,333 - $13,484
-144 Reduced 0.84%
17,060 $1.6 Million
Q1 2023

May 15, 2023
BUY
$81.64 - $90.01 $581,685 - $641,321
7,125 Added 70.69%
17,204 $1.51 Million
Q4 2022

Feb 15, 2023
BUY
$75.77 - $88.09 $763,685 - $887,859
10,079 New
10,079 $829,000

Others Institutions Holding SUSA

# of Institutions
527
Shares Held
19.2M
Call Options Held
100
Put Options Held
100
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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