Lpl Financial LLC Ishares Tr Msci Usa Esg Select Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Lpl Financial LLC holds 294,519 shares of SUSA stock, worth $40.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
294,519
Previous 306,532 3.92%
Holding current value
$40.4 Million
Previous $38.9 Million 2.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$126.64 - $135.65 $1.52 Million - $1.63 Million
-12,013 Reduced 3.92%
294,519 $40 Million
Q2 2025

Aug 12, 2025
BUY
$101.97 - $126.75 $404,413 - $502,690
3,966 Added 1.31%
306,532 $38.9 Million
Q1 2025

May 07, 2025
SELL
$113.22 - $126.36 $850,508 - $949,216
-7,512 Reduced 2.42%
302,566 $34.8 Million
Q4 2024

Feb 11, 2025
SELL
$118.0 - $127.04 $748,238 - $805,560
-6,341 Reduced 2.0%
310,078 $37.7 Million
Q3 2024

Nov 08, 2024
SELL
$108.44 - $120.37 $965,224 - $1.07 Million
-8,901 Reduced 2.74%
316,419 $38.1 Million
Q2 2024

Aug 07, 2024
SELL
$102.41 - $112.98 $372,772 - $411,247
-3,640 Reduced 1.11%
325,320 $36.6 Million
Q1 2024

May 10, 2024
SELL
$98.48 - $109.17 $1.34 Million - $1.48 Million
-13,575 Reduced 3.96%
328,960 $35.9 Million
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $1.34 Million - $1.58 Million
15,706 Added 4.81%
342,535 $34.4 Million
Q3 2023

Nov 13, 2023
BUY
$89.49 - $97.11 $2,326 - $2,524
26 Added 0.01%
326,829 $29.4 Million
Q2 2023

Jul 31, 2023
SELL
$85.65 - $93.64 $1.69 Million - $1.85 Million
-19,786 Reduced 5.71%
326,803 $30.6 Million
Q1 2023

May 10, 2023
SELL
$81.64 - $90.01 $1.58 Million - $1.74 Million
-19,357 Reduced 5.29%
346,589 $30.4 Million
Q4 2022

Feb 07, 2023
SELL
$75.77 - $88.09 $20 Million - $23.2 Million
-263,301 Reduced 41.84%
365,946 $30.1 Million
Q3 2022

Nov 14, 2022
BUY
$75.91 - $92.66 $515,960 - $629,810
6,797 Added 1.09%
629,247 $47.8 Million
Q2 2022

Aug 12, 2022
SELL
$78.1 - $97.98 $316,695 - $397,308
-4,055 Reduced 0.65%
622,450 $50.2 Million
Q1 2022

May 16, 2022
SELL
$89.45 - $106.35 $2.54 Million - $3.02 Million
-28,422 Reduced 4.34%
626,505 $60.7 Million
Q4 2021

Feb 14, 2022
BUY
$95.76 - $106.67 $2.99 Million - $3.34 Million
31,273 Added 5.01%
654,927 $69.6 Million
Q3 2021

Nov 15, 2021
BUY
$94.69 - $101.93 $1.45 Million - $1.56 Million
15,299 Added 2.51%
623,654 $59.8 Million
Q2 2021

Aug 13, 2021
BUY
$88.83 - $95.54 $2.38 Million - $2.56 Million
26,750 Added 4.6%
608,355 $58.1 Million
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $2.96 Million - $3.2 Million
36,429 Added 6.68%
581,605 $51.1 Million
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $22.4 Million - $25.6 Million
310,965 Added 132.77%
545,176 $44.9 Million
Q3 2020

Nov 09, 2020
BUY
$67.13 - $78.5 $2.87 Million - $3.36 Million
42,804 Added 22.36%
234,211 $34.5 Million
Q2 2020

Aug 13, 2020
BUY
$52.49 - $69.03 $4.41 Million - $5.8 Million
84,014 Added 78.23%
191,407 $25.6 Million
Q1 2020

May 14, 2020
BUY
$47.53 - $70.87 $591,130 - $881,410
12,437 Added 13.1%
107,393 $11.8 Million
Q4 2019

Feb 14, 2020
BUY
$59.6 - $67.25 $236,850 - $267,251
3,974 Added 4.37%
94,956 $12.7 Million
Q3 2019

Nov 13, 2019
BUY
$61.15 - $62.5 $560,990 - $573,375
9,174 Added 11.21%
90,982 $11.2 Million
Q2 2019

Aug 09, 2019
BUY
N/A
6,418 Added 8.51%
81,808 $9.97 Million
Q1 2019

May 08, 2019
SELL
N/A
-6,475 Reduced 7.91%
75,390 $8.92 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-1,782 Reduced 2.13%
81,865 $8.44 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,111 Added 7.88%
83,647 $9.98 Million
Q2 2018

Aug 14, 2018
BUY
N/A
15,191 Added 24.37%
77,536 $8.75 Million
Q1 2018

May 15, 2018
BUY
N/A
4,900 Added 8.53%
62,345 $6.91 Million
Q4 2017

Feb 14, 2018
BUY
N/A
1,270 Added 2.26%
57,445 $6.38 Million
Q3 2017

Nov 14, 2017
BUY
N/A
2,898 Added 5.44%
56,175 $5.87 Million
Q2 2017

Aug 14, 2017
BUY
N/A
53,277
53,277 $5.45 Million

Others Institutions Holding SUSA

# of Institutions
559
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email