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

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Hb Wealth Management, LLC holds 20,084 shares of SUSA stock, worth $2.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,084

Previous 22,374 10.24%

Holding current value

$2.76 Million

Previous $2.84 Million 3.92%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$126.64 - $135.65 $290,005 - $310,638	-2,290 Reduced 10.24%	20,084 $2.72 Million
Q2 2025 Jul 17, 2025	BUY	$101.97 - $126.75 $5,608 - $6,971	55 Added 0.25%	22,374 $2.84 Million
Q1 2025 May 07, 2025	BUY	$113.22 - $126.36 $756,083 - $843,832	6,678 Added 42.7%	22,319 $2.56 Million
Q4 2024 Jan 15, 2025	BUY	$118.0 - $127.04 $118 - $127	1 Added 0.01%	15,641 $1.9 Million
Q2 2024 Jul 26, 2024	BUY	$102.41 - $112.98 $40,554 - $44,740	396 Added 2.6%	15,640 $1.76 Million

Q1 2024 Apr 30, 2024	BUY	$98.48 - $109.17 $19,794 - $21,943	201 Added 1.34%	15,244 $1.66 Million
Q4 2023 Jan 16, 2024	SELL	$85.36 - $100.86 $121,296 - $143,322	-1,421 Reduced 8.63%	15,043 $1.51 Million
Q3 2023 Oct 13, 2023	BUY	$89.49 - $97.11 $12,618 - $13,692	141 Added 0.86%	16,464 $1.48 Million
Q2 2023 Jul 13, 2023	SELL	$85.65 - $93.64 $14,903 - $16,293	-174 Reduced 1.05%	16,323 $1.53 Million
Q1 2023 Apr 13, 2023	SELL	$81.64 - $90.01 $5,061 - $5,580	-62 Reduced 0.37%	16,497 $1.45 Million
Q4 2022 Jan 20, 2023	SELL	$75.77 - $88.09 $8,486 - $9,866	-112 Reduced 0.67%	16,559 $0
Q3 2022 Oct 19, 2022	BUY	$75.91 - $92.66 $22,924 - $27,983	302 Added 1.84%	16,671 $1.27 Million
Q2 2022 Jul 15, 2022	SELL	$78.1 - $97.98 $262,650 - $329,506	-3,363 Reduced 17.04%	16,369 $1.32 Million
Q1 2022 May 16, 2022	BUY	$89.45 - $106.35 $17,711 - $21,057	198 Added 1.01%	19,732 $1.91 Million
Q4 2021 Feb 15, 2022	BUY	$95.76 - $106.67 $1.87 Million - $2.08 Million	19,534 New	19,534 $2.08 Million

Others Institutions Holding SUSA

# of Institutions

559

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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