Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$102.41 - $112.98 $57,759 - $63,720	-564 Reduced 91.41%	53 $5,000
Q1 2024 Apr 30, 2024	BUY	$98.48 - $109.17 $60,762 - $67,357	617 New	617 $67,000
Q4 2019 Feb 11, 2020	SELL	$59.6 - $67.25 $536 - $605	-9 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$61.15 - $62.5 $550 - $562	9 New	9 $0

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19.1M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.61M
Shares

$176 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$162 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$125 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$109 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$85.6 Million
0.03% of portfolio

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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