Montis Financial, LLC Ishares Tr Msci Usa Esg Select Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Montis Financial, LLC holds 1,551 shares of SUSA stock, worth $212,967. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,551

Holding current value

$212,967

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$126.64 - $135.65 $196,418 - $210,393	1,551 New	1,551 $210,000

Others Institutions Holding SUSA

# of Institutions

569

Shares Held

17.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.44M
Shares

$198 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.06M
Shares

$146 Million
0.09% of portfolio
Morgan Stanley New York, NY

1.04M
Shares

$143 Million
0.01% of portfolio
Spinnaker Trust

589K
Shares

$80.9 Million
4.48% of portfolio
Royal Bank Of Canada Toronto, A6

541K
Shares

$74.2 Million
0.01% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Montis Financial, LLC Ishares Tr Msci Usa Esg Select Transaction History