Consilio Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Consilio Wealth Advisors, LLC

  • $303 Million
  • Q3 2025

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 2,185 shares of SUSA stock, worth $300,022. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,185
Previous 2,178 0.32%
Holding current value
$300,022
Previous $276,000 7.25%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 13, 2025
BUY
$126.64 - $135.65 $886 - $949
7 Added 0.32%
2,185 $296,000
Q2 2025

Jul 29, 2025
BUY
$101.97 - $126.75 $222,090 - $276,061
2,178 New
2,178 $276,000
Q4 2024

Jan 13, 2025
BUY
$118.0 - $127.04 $236 - $254
2 Added 0.12%
1,698 $206,000
Q3 2024

Oct 07, 2024
BUY
$108.44 - $120.37 $183,914 - $204,147
1,696 New
1,696 $204,000

Others Institutions Holding SUSA

# of Institutions
561
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 Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC 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 Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email