Crestwood Advisors Group LLC Ishares Tr Msci Usa Esg Select Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 10,988 shares of SUSA stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,988
Previous 10,807 1.67%
Holding current value
$1.27 Million
Previous $1.3 Million 2.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 04, 2025
BUY
$118.0 - $127.04 $21,358 - $22,994
181 Added 1.67%
10,988 $1.34 Million
Q3 2024

Oct 30, 2024
BUY
$108.44 - $120.37 $3,470 - $3,851
32 Added 0.3%
10,807 $1.3 Million
Q2 2024

Aug 01, 2024
BUY
$102.41 - $112.98 $788,557 - $869,946
7,700 Added 250.41%
10,775 $1.21 Million
Q4 2022

Feb 14, 2023
SELL
$75.77 - $88.09 $26,519 - $30,831
-350 Reduced 10.22%
3,075 $253,000
Q2 2022

Jul 07, 2022
SELL
$78.1 - $97.98 $1,562 - $1,959
-20 Reduced 0.58%
3,425 $276,000
Q1 2022

Apr 12, 2022
SELL
$89.45 - $106.35 $4,025 - $4,785
-45 Reduced 1.29%
3,445 $334,000
Q4 2021

Feb 15, 2022
BUY
$95.76 - $106.67 $1,915 - $2,133
20 Added 0.58%
3,490 $371,000
Q4 2020

Feb 09, 2021
BUY
$72.19 - $82.34 $125,249 - $142,859
1,735 Added 100.0%
3,470 $286,000
Q2 2020

Aug 14, 2020
BUY
$52.49 - $69.03 $91,070 - $119,767
1,735 New
1,735 $0
Q1 2020

May 15, 2020
SELL
$47.53 - $70.87 $82,464 - $122,959
-1,735 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
1,735 New
1,735 $205,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,735 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
1,735 New
1,735 $0

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.2M
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 Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email