Journey Strategic Wealth LLC Ishares Tr Msci Usa Esg Select Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,931 shares of SUSA stock, worth $265,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,931
Previous 9,644 79.98%
Holding current value
$265,145
Previous $1.22 Million 78.64%
% of portfolio
0.01%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$126.64 - $135.65 $976,774 - $1.05 Million
-7,713 Reduced 79.98%
1,931 $261,000
Q2 2025

Aug 12, 2025
SELL
$101.97 - $126.75 $36,913 - $45,883
-362 Reduced 3.62%
9,644 $1.22 Million
Q1 2025

May 06, 2025
BUY
$113.22 - $126.36 $13,926 - $15,542
123 Added 1.24%
10,006 $1.15 Million
Q4 2024

Jan 24, 2025
SELL
$118.0 - $127.04 $17,464 - $18,801
-148 Reduced 1.48%
9,883 $1.2 Million
Q3 2024

Nov 12, 2024
BUY
$108.44 - $120.37 $1.09 Million - $1.21 Million
10,031 New
10,031 $1.21 Million

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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