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

Grand Wealth Management, LLC

  • $171 Million
  • Q4 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Grand Wealth Management, LLC holds 74 shares of SUSA stock, worth $8,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 84 11.9%
Holding current value
$8,447
Previous $10,000 20.0%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$118.0 - $127.04 $1,180 - $1,270
-10 Reduced 11.9%
74 $8,000
Q2 2024

Aug 08, 2024
SELL
$102.41 - $112.98 $536,628 - $592,015
-5,240 Reduced 98.42%
84 $9,000
Q4 2022

Feb 06, 2023
SELL
$75.77 - $88.09 $6,137 - $7,135
-81 Reduced 1.5%
5,324 $438,000
Q2 2022

Aug 25, 2022
BUY
$78.1 - $97.98 $12,886 - $16,166
165 Added 3.15%
5,405 $436,000
Q4 2021

Aug 25, 2022
BUY
$95.76 - $106.67 $501,782 - $558,950
5,240 New
5,240 $557,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
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
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email