Family Management Corp Ishares Tr Msci Usa Esg Select Transaction History

Family Management Corp

$613 Million
Q4 2024

A detailed history of Family Management Corp transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Family Management Corp holds 1,449 shares of SUSA stock, worth $157,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,449

Previous 1,449 -0.0%

Holding current value

$157,477

Previous $174,000 1.15%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$81.64 - $90.01 $23,022 - $25,382	-282 Reduced 16.29%	1,449 $127,000
Q3 2022 Nov 14, 2022	SELL	$75.91 - $92.66 $115,914 - $141,491	-1,527 Reduced 46.87%	1,731 $131,000
Q2 2022 Aug 15, 2022	SELL	$78.1 - $97.98 $85,910 - $107,778	-1,100 Reduced 25.24%	3,258 $263,000
Q2 2021 Aug 13, 2021	BUY	$88.83 - $95.54 $9,593 - $10,318	108 Added 2.54%	4,358 $416,000
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $89,474 - $96,601	1,100 Added 34.92%	4,250 $373,000
Q4 2020 Feb 10, 2021	BUY	$72.19 - $82.34 $113,699 - $129,685	1,575 Added 100.0%	3,150 $259,000
Q2 2019 Aug 14, 2019	BUY	N/A	1,575 New	1,575 $192,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Family Management Corp Ishares Tr Msci Usa Esg Select Transaction History