Panoramic Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,351 shares of SUSA stock, worth $289,995. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,351
Previous 2,990 21.37%
Holding current value
$289,995
Previous $326 Million 13.3%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Oct 31, 2024
SELL
$108.44 - $120.37 $69,293 - $76,916
-639 Reduced 21.37%
2,351 $283 Million
Q1 2024

Apr 18, 2024
BUY
$98.48 - $109.17 $3,643 - $4,039
37 Added 1.25%
2,990 $326 Million
Q3 2023

Nov 15, 2023
SELL
$89.49 - $97.11 $119,737 - $129,933
-1,338 Reduced 31.18%
2,953 $266 Million
Q4 2022

Mar 01, 2023
BUY
$75.77 - $88.09 $325,129 - $377,994
4,291 New
4,291 $353 Million

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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