Moneta Group Investment Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,567 shares of SUSA stock, worth $992,486. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,567
Previous 8,011 6.94%
Holding current value
$992,486
Previous $964,000 7.99%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$118.0 - $127.04 $65,608 - $70,634
556 Added 6.94%
8,567 $1.04 Million
Q3 2024

Nov 12, 2024
SELL
$108.44 - $120.37 $46,412 - $51,518
-428 Reduced 5.07%
8,011 $964,000
Q2 2024

Aug 13, 2024
BUY
$102.41 - $112.98 $409 - $451
4 Added 0.05%
8,439 $948,000
Q1 2024

Aug 13, 2024
SELL
$98.48 - $109.17 $124,281 - $137,772
-1,262 Reduced 13.01%
8,435 $920,000
Q4 2023

Feb 15, 2024
BUY
$85.36 - $100.86 $1,365 - $1,613
16 Added 0.17%
9,697 $974,000
Q3 2023

Nov 15, 2023
BUY
$89.49 - $97.11 $92,174 - $100,023
1,030 Added 11.91%
9,681 $870,000
Q2 2023

Aug 15, 2023
SELL
$85.65 - $93.64 $5,139 - $5,618
-60 Reduced 0.69%
8,651 $810,000
Q1 2023

May 15, 2023
BUY
$81.64 - $90.01 $19,430 - $21,422
238 Added 2.81%
8,711 $764,000
Q4 2022

Feb 16, 2023
BUY
$75.77 - $88.09 $522,131 - $607,028
6,891 Added 435.59%
8,473 $697,000
Q4 2022

Feb 16, 2023
SELL
$75.77 - $88.09 $740 Million - $860 Million
-9,765,267 Reduced 99.98%
1,582 $130,000
Q4 2022

Feb 15, 2023
BUY
$75.77 - $88.09 $739 Million - $860 Million
9,757,825 Added 108131.93%
9,766,849 $804 Million
Q3 2022

Nov 14, 2022
SELL
$75.91 - $92.66 $135,347 - $165,212
-1,783 Reduced 16.5%
9,024 $685,000
Q2 2022

Aug 15, 2022
BUY
$78.1 - $97.98 $81,067 - $101,703
1,038 Added 10.63%
10,807 $872,000
Q1 2022

May 11, 2022
BUY
$89.45 - $106.35 $90,076 - $107,094
1,007 Added 11.49%
9,769 $946,000
Q4 2021

Feb 11, 2022
BUY
$95.76 - $106.67 $27,674 - $30,827
289 Added 3.41%
8,762 $931,000
Q3 2021

Nov 12, 2021
BUY
$94.69 - $101.93 $128,399 - $138,217
1,356 Added 19.05%
8,473 $813,000
Q2 2021

Aug 13, 2021
BUY
$88.83 - $95.54 $58,716 - $63,151
661 Added 10.24%
7,117 $680,000
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $11,468 - $12,382
141 Added 2.23%
6,456 $567,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $228,120 - $260,194
3,160 Added 100.16%
6,315 $520,000
Q3 2020

Nov 13, 2020
BUY
$67.13 - $78.5 $32,625 - $38,151
486 Added 18.21%
3,155 $464,000
Q2 2020

Aug 12, 2020
BUY
$52.49 - $69.03 $20,051 - $26,369
382 Added 16.7%
2,669 $357,000
Q1 2020

May 13, 2020
BUY
$47.53 - $70.87 $4,087 - $6,094
86 Added 3.91%
2,287 $251,000
Q4 2019

Feb 11, 2020
BUY
$59.6 - $67.25 $59 - $67
1 Added 0.05%
2,201 $295,000
Q3 2019

Nov 12, 2019
BUY
$61.15 - $62.5 $61 - $62
1 Added 0.05%
2,200 $272,000
Q1 2019

May 15, 2019
SELL
N/A
-2 Reduced 0.09%
2,199 $260,000
Q4 2018

Feb 11, 2019
BUY
N/A
1 Added 0.05%
2,201 $227,000
Q1 2018

May 14, 2018
BUY
N/A
1,310 Added 147.19%
2,200 $244,000
Q4 2017

Feb 13, 2018
BUY
N/A
890
890 $99,000

Others Institutions Holding SUSA

# of Institutions
524
Shares Held
19.2M
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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