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

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

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 1,516 shares of SUSA stock, worth $208,161. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,516

Previous 2,077 27.01%

Holding current value

$208,161

Previous $263 Million 21.89%

% of portfolio

0.12%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$126.64 - $135.65 $71,045 - $76,099	-561 Reduced 27.01%	1,516 $206 Million
Q2 2025 Aug 07, 2025	SELL	$101.97 - $126.75 $26,206 - $32,574	-257 Reduced 11.01%	2,077 $263 Million
Q1 2025 May 06, 2025	SELL	$113.22 - $126.36 $1,811 - $2,021	-16 Reduced 0.68%	2,334 $268 Million
Q4 2024 Jan 24, 2025	SELL	$118.0 - $127.04 $118 - $127	-1 Reduced 0.04%	2,350 $286 Million
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

559

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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