Connecticut Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,087 shares of SUSA stock, worth $423,875. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,087
Previous 3,082 0.16%
Holding current value
$423,875
Previous $390,000 7.18%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$126.64 - $135.65 $633 - $678
5 Added 0.16%
3,087 $418,000
Q2 2025

Aug 14, 2025
BUY
$101.97 - $126.75 $22,739 - $28,265
223 Added 7.8%
3,082 $390,000
Q1 2025

May 15, 2025
BUY
$113.22 - $126.36 $323,695 - $361,263
2,859 New
2,859 $328,000

Others Institutions Holding SUSA

# of Institutions
569
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
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