Forza Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,192 shares of SUSA stock, worth $300,983. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,192
Previous 1,992 10.04%
Holding current value
$300,983
Previous $252 Million 17.77%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 22, 2025
BUY
$126.64 - $135.65 $25,328 - $27,130
200 Added 10.04%
2,192 $297 Million
Q2 2025

Jul 18, 2025
BUY
$101.97 - $126.75 $203,124 - $252,486
1,992 New
1,992 $252 Million

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
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