A detailed history of Kraft, Davis & Associates, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Kraft, Davis & Associates, LLC holds 5,280 shares of SUSA stock, worth $651,288. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,280
Previous 5,529 4.5%
Holding current value
$651,288
Previous $629 Million 0.46%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 08, 2024

SELL
$108.44 - $120.37 $27,001 - $29,972
-249 Reduced 4.5%
5,280 $626 Million
Q2 2024

Jul 29, 2024

BUY
$102.41 - $112.98 $1,638 - $1,807
16 Added 0.29%
5,529 $629 Million
Q4 2023

Jan 31, 2024

BUY
$85.36 - $100.86 $22,620 - $26,727
265 Added 5.05%
5,513 $563 Million
Q2 2023

Aug 15, 2023

BUY
$85.65 - $93.64 $21,326 - $23,316
249 Added 4.98%
5,248 $496 Million
Q4 2022

Feb 15, 2023

BUY
$75.77 - $88.09 $378,774 - $440,361
4,999 New
4,999 $442 Million

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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

Track Kraft, Davis & Associates, LLC Portfolio

Follow Kraft, Davis & Associates, 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 Kraft, Davis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kraft, Davis & Associates, LLC with notifications on news.