Klingman & Associates, LLC Ishares Tr Msci Usa Esg Select Transaction History

Klingman & Associates, LLC

  • $2.03 Billion
  • Q4 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,694 shares of SUSA stock, worth $369,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,694
Previous 2,694 -0.0%
Holding current value
$369,913
Previous $365,000 1.1%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
BUY
$89.49 - $97.11 $44,745 - $48,555
500 Added 22.79%
2,694 $242,000
Q2 2023

Jul 31, 2023
BUY
$85.65 - $93.64 $187,916 - $205,446
2,194 New
2,194 $205,000
Q2 2022

Jul 27, 2022
SELL
$78.1 - $97.98 $171,351 - $214,968
-2,194 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$88.83 - $95.54 $194,893 - $209,614
2,194 New
2,194 $210,000

Others Institutions Holding SUSA

# of Institutions
569
Shares Held
16.6M
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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