Evergreen Capital Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Evergreen Capital Management LLC

$3.91 Billion
Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Evergreen Capital Management LLC holds 14,010 shares of SUSA stock, worth $1.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,010

Previous 14,079 0.49%

Holding current value

$1.92 Million

Previous $1.78 Million 6.5%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$126.64 - $135.65 $8,738 - $9,359	-69 Reduced 0.49%	14,010 $1.9 Million
Q2 2025 Aug 14, 2025	SELL	$101.97 - $126.75 $22,331 - $27,758	-219 Reduced 1.53%	14,079 $1.78 Million
Q1 2025 May 15, 2025	SELL	$113.22 - $126.36 $11,661 - $13,015	-103 Reduced 0.72%	14,298 $1.64 Million
Q4 2024 Feb 13, 2025	SELL	$118.0 - $127.04 $15,104 - $16,261	-128 Reduced 0.88%	14,401 $1.75 Million
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $29,604 - $32,861	-273 Reduced 1.84%	14,529 $1.75 Million

Q2 2023 Aug 14, 2023	BUY	$85.65 - $93.64 $1.27 Million - $1.39 Million	14,802 New	14,802 $1.39 Million

Others Institutions Holding SUSA

# of Institutions

560

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Evergreen Capital Management LLC Ishares Tr Msci Usa Esg Select Transaction History