Opal Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Opal Wealth Advisors, LLC

  • $315 Million
  • Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,777 shares of SUSA stock, worth $345,764. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,777
Previous 3,039 8.62%
Holding current value
$345,764
Previous $341,000 2.05%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 15, 2024
SELL
$108.44 - $120.37 $28,411 - $31,536
-262 Reduced 8.62%
2,777 $334,000
Q2 2024

Jul 12, 2024
BUY
$102.41 - $112.98 $4,608 - $5,084
45 Added 1.5%
3,039 $341,000
Q1 2024

Apr 11, 2024
BUY
$98.48 - $109.17 $7,287 - $8,078
74 Added 2.53%
2,994 $326,000
Q4 2023

Jan 19, 2024
SELL
$85.36 - $100.86 $3,755 - $4,437
-44 Reduced 1.48%
2,920 $293,000
Q3 2023

Oct 18, 2023
SELL
$89.49 - $97.11 $41,791 - $45,350
-467 Reduced 13.61%
2,964 $266,000
Q2 2023

Jul 27, 2023
BUY
$85.65 - $93.64 $2,569 - $2,809
30 Added 0.88%
3,431 $321,000
Q1 2023

Apr 19, 2023
SELL
$81.64 - $90.01 $11,021 - $12,151
-135 Reduced 3.82%
3,401 $298,000
Q4 2022

Feb 03, 2023
BUY
$75.77 - $88.09 $530 - $616
7 Added 0.2%
3,536 $291,000
Q3 2022

Oct 17, 2022
SELL
$75.91 - $92.66 $205,336 - $250,645
-2,705 Reduced 43.39%
3,529 $268,000
Q2 2022

Aug 10, 2022
SELL
$78.1 - $97.98 $8,512 - $10,679
-109 Reduced 1.72%
6,234 $503,000
Q1 2022

May 09, 2022
SELL
$89.45 - $106.35 $79,342 - $94,332
-887 Reduced 12.27%
6,343 $614,000
Q4 2021

Jan 31, 2022
BUY
$95.76 - $106.67 $75,075 - $83,629
784 Added 12.16%
7,230 $768,000
Q3 2021

Nov 05, 2021
BUY
$94.69 - $101.93 $39,391 - $42,402
416 Added 6.9%
6,446 $618,000
Q2 2021

Aug 02, 2021
SELL
$88.83 - $95.54 $18,210 - $19,585
-205 Reduced 3.29%
6,030 $576,000
Q1 2021

Apr 29, 2021
BUY
$81.34 - $87.82 $22,205 - $23,974
273 Added 4.58%
6,235 $548,000
Q4 2020

Feb 11, 2021
BUY
$72.19 - $82.34 $430,396 - $490,911
5,962 New
5,962 $491,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
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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