Creative Planning Ishares Tr Msci Usa Esg Select Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Creative Planning holds 51,752 shares of SUSA stock, worth $6.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

51,752

Previous 40,682 27.21%

Holding current value

$6.46 Million

Previous $4.9 Million 28.51%

% of portfolio

0.01%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$118.0 - $127.04 $1.31 Million - $1.41 Million	11,070 Added 27.21%	51,752 $6.29 Million
Q3 2024 Oct 11, 2024	SELL	$108.44 - $120.37 $1.03 Million - $1.15 Million	-9,524 Reduced 18.97%	40,682 $4.9 Million
Q2 2024 Aug 15, 2024	BUY	$102.41 - $112.98 $1.23 Million - $1.36 Million	12,040 Added 31.55%	50,206 $5.64 Million
Q1 2024 May 10, 2024	SELL	$98.48 - $109.17 $41,952 - $46,506	-426 Reduced 1.1%	38,166 $4.17 Million
Q4 2023 Feb 14, 2024	BUY	$85.36 - $100.86 $402,387 - $475,454	4,714 Added 13.91%	38,592 $3.88 Million
Q3 2023 Nov 16, 2023	SELL	$89.49 - $97.11 $10,201 - $11,070	-114 Reduced 0.34%	33,878 $3.05 Million
Q2 2023 Jul 21, 2023	BUY	$85.65 - $93.64 $523,578 - $572,421	6,113 Added 21.93%	33,992 $3.18 Million
Q1 2023 May 15, 2023	SELL	$81.64 - $90.01 $615,075 - $678,135	-7,534 Reduced 21.27%	27,879 $2.45 Million
Q4 2022 Feb 10, 2023	BUY	$75.77 - $88.09 $41,218 - $47,920	544 Added 1.56%	35,413 $2.92 Million
Q3 2022 Nov 03, 2022	BUY	$75.91 - $92.66 $281,474 - $343,583	3,708 Added 11.9%	34,869 $2.65 Million
Q2 2022 Aug 15, 2022	BUY	$78.1 - $97.98 $338,485 - $424,645	4,334 Added 16.16%	31,161 $2.51 Million
Q1 2022 May 16, 2022	BUY	$89.45 - $106.35 $3,488 - $4,147	39 Added 0.15%	26,827 $2.6 Million
Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $5,075 - $5,653	53 Added 0.2%	26,788 $2.85 Million
Q3 2021 Nov 10, 2021	BUY	$94.69 - $101.93 $1.74 Million - $1.87 Million	18,350 Added 218.84%	26,735 $2.57 Million
Q2 2021 Aug 04, 2021	SELL	$88.83 - $95.54 $1.64 Million - $1.76 Million	-18,419 Reduced 68.72%	8,385 $801,000
Q1 2021 Apr 30, 2021	SELL	$81.34 - $87.82 $67,837 - $73,241	-834 Reduced 3.02%	26,804 $2.35 Million
Q4 2020 Jan 29, 2021	BUY	$72.19 - $82.34 $1.13 Million - $1.29 Million	15,674 Added 131.01%	27,638 $2.28 Million
Q3 2020 Nov 05, 2020	BUY	$67.13 - $78.5 $738 - $863	11 Added 0.09%	11,964 $1.76 Million
Q2 2020 Jul 23, 2020	BUY	$52.49 - $69.03 $44,668 - $58,744	851 Added 7.67%	11,953 $1.6 Million
Q1 2020 May 05, 2020	SELL	$47.53 - $70.87 $53,138 - $79,232	-1,118 Reduced 9.15%	11,102 $1.22 Million
Q4 2019 Jan 30, 2020	SELL	$59.6 - $67.25 $17,045 - $19,233	-286 Reduced 2.29%	12,220 $1.64 Million
Q3 2019 Nov 01, 2019	BUY	$61.15 - $62.5 $133,429 - $136,375	2,182 Added 21.14%	12,506 $1.55 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-187 Reduced 1.78%	10,324 $1.26 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-120 Reduced 1.13%	10,511 $1.24 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-497 Reduced 4.47%	10,631 $1.1 Million
Q3 2018 Oct 25, 2018	BUY	N/A	92 Added 0.83%	11,128 $1.33 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-337 Reduced 2.96%	11,036 $1.25 Million
Q1 2018 Apr 18, 2018	BUY	N/A	216 Added 1.94%	11,373 $1.26 Million
Q4 2017 Jan 17, 2018	BUY	N/A	5 Added 0.04%	11,157 $1.24 Million
Q3 2017 Oct 17, 2017	BUY	N/A	11,152	11,152 $1.17 Million

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

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Msci Usa Esg Select Transaction History