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

Goal Vest Advisory LLC

  • $309 Million
  • Q2 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 9,659 shares of SUSA stock, worth $1.17 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,659
Previous 10,804 10.6%
Holding current value
$1.17 Million
Previous $1.18 Million 7.97%
% of portfolio
0.35%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
487
Shares Held
18.7M
Call Options Held
200
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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