Goal Vest Advisory LLC Ishares Tr Msci Usa Esg Select Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Goal Vest Advisory LLC holds 8,717 shares of SUSA stock, worth $1.05 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,717

Previous 9,659 9.75%

Holding current value

$1.05 Million

Previous $1.16 Million 8.86%

% of portfolio

0.3%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$118.0 - $127.04 $111,156 - $119,671	-942 Reduced 9.75%	8,717 $1.06 Million
Q2 2024 Jul 30, 2024	SELL	$102.41 - $112.98 $117,259 - $129,362	-1,145 Reduced 10.6%	9,659 $1.09 Million
Q1 2024 Apr 15, 2024	SELL	$98.48 - $109.17 $31,119 - $34,497	-316 Reduced 2.84%	10,804 $1.18 Million
Q4 2023 Jan 02, 2024	BUY	$85.36 - $100.86 $3,072 - $3,630	36 Added 0.32%	11,120 $1.12 Million
Q3 2023 Oct 10, 2023	BUY	$89.49 - $97.11 $512,867 - $556,537	5,731 Added 107.06%	11,084 $997,000
Q2 2023 Jul 17, 2023	BUY	$85.65 - $93.64 $458,484 - $501,254	5,353 New	5,353 $501,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Goal Vest Advisory LLC Ishares Tr Msci Usa Esg Select Transaction History