Gps Wealth Strategies Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Gps Wealth Strategies Group, LLC

$747 Million
Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 1,364 shares of SUSA stock, worth $171,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,364

Previous 1,373 0.66%

Holding current value

$171,864

Previous $165,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$118.0 - $127.04 $1,062 - $1,143	-9 Reduced 0.66%	1,364 $165,000
Q3 2024 Oct 29, 2024	SELL	$108.44 - $120.37 $20,169 - $22,388	-186 Reduced 11.93%	1,373 $165,000
Q2 2024 Jul 16, 2024	BUY	$102.41 - $112.98 $91,042 - $100,439	889 Added 132.69%	1,559 $175,000
Q3 2023 Oct 25, 2023	SELL	$89.49 - $97.11 $44,745 - $48,555	-500 Reduced 42.74%	670 $60,000
Q1 2023 Apr 17, 2023	BUY	$81.64 - $90.01 $95,518 - $105,311	1,170 New	1,170 $102,000
Q2 2021 Jul 19, 2021	BUY	$88.83 - $95.54 $91,672 - $98,597	1,032 Added 747.83%	1,170 $112,000
Q1 2021 Apr 15, 2021	BUY	$81.34 - $87.82 $11,224 - $12,119	138 New	138 $12,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Gps Wealth Strategies Group, LLC Ishares Tr Msci Usa Esg Select Transaction History