Heritage Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Heritage Wealth Advisors holds 165 shares of SUSA stock, worth $22,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
165
Previous 165 -0.0%
Holding current value
$22,656
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$113.22 - $126.36 $792 - $884
-7 Reduced 4.07%
165 $18,000
Q4 2023

Feb 09, 2024
BUY
$85.36 - $100.86 $14,681 - $17,347
172 New
172 $17,000

Others Institutions Holding SUSA

# of Institutions
561
Shares Held
17.1M
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
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