A detailed history of Greenup Street Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 5,672 shares of SUSA stock, worth $680,866. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,672
Previous 5,721 0.86%
Holding current value
$680,866
Previous $642,000 6.23%
% of portfolio
0.14%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$108.44 - $120.37 $5,313 - $5,898
-49 Reduced 0.86%
5,672 $682,000
Q2 2024

Jul 22, 2024

SELL
$102.41 - $112.98 $17,102 - $18,867
-167 Reduced 2.84%
5,721 $642,000
Q1 2024

May 06, 2024

SELL
$98.48 - $109.17 $93,949 - $104,148
-954 Reduced 13.94%
5,888 $642,000
Q4 2023

Feb 08, 2024

BUY
$85.36 - $100.86 $71,702 - $84,722
840 Added 14.0%
6,842 $687,000
Q3 2023

Nov 08, 2023

SELL
$89.49 - $97.11 $62,016 - $67,297
-693 Reduced 10.35%
6,002 $539,000
Q2 2023

Aug 07, 2023

SELL
$85.65 - $93.64 $119,139 - $130,253
-1,391 Reduced 17.2%
6,695 $626,000
Q1 2023

May 08, 2023

BUY
$81.64 - $90.01 $175,607 - $193,611
2,151 Added 36.24%
8,086 $709,000
Q4 2022

Jan 26, 2023

SELL
$75.77 - $88.09 $97,894 - $113,812
-1,292 Reduced 17.88%
5,935 $0
Q3 2022

Oct 21, 2022

BUY
$75.91 - $92.66 $166,698 - $203,481
2,196 Added 43.65%
7,227 $549,000
Q2 2022

Jul 29, 2022

SELL
$78.1 - $97.98 $16,401 - $20,575
-210 Reduced 4.01%
5,031 $406,000
Q1 2022

May 05, 2022

BUY
$89.45 - $106.35 $52,954 - $62,959
592 Added 12.73%
5,241 $508,000
Q4 2021

Feb 09, 2022

BUY
$95.76 - $106.67 $445,188 - $495,908
4,649 New
4,649 $494,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Greenup Street Wealth Management LLC Portfolio

Follow Greenup Street 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 Greenup Street Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenup Street Wealth Management LLC with notifications on news.