Pinnacle Wealth Management Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,396 shares of SUSA stock, worth $328,994. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,396
Previous 3,937 39.14%
Holding current value
$328,994
Previous $499,000 34.87%
% of portfolio
0.03%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$126.64 - $135.65 $195,152 - $209,036
-1,541 Reduced 39.14%
2,396 $325,000
Q2 2025

Aug 07, 2025
BUY
$101.97 - $126.75 $1,019 - $1,267
10 Added 0.25%
3,937 $499,000
Q1 2025

May 07, 2025
BUY
$113.22 - $126.36 $110,615 - $123,453
977 Added 33.12%
3,927 $451,000
Q4 2024

Jan 30, 2025
BUY
$118.0 - $127.04 $23,954 - $25,789
203 Added 7.39%
2,950 $358,000
Q2 2024

Jul 25, 2024
BUY
$102.41 - $112.98 $17,102 - $18,867
167 Added 6.47%
2,747 $308,000
Q4 2023

Feb 06, 2024
BUY
$85.36 - $100.86 $13,657 - $16,137
160 Added 6.61%
2,580 $259,000
Q3 2023

Oct 25, 2023
BUY
$89.49 - $97.11 $447 - $485
5 Added 0.21%
2,420 $217,000
Q2 2023

Aug 02, 2023
SELL
$85.65 - $93.64 $17,130 - $18,728
-200 Reduced 7.65%
2,415 $226,000
Q4 2022

Feb 06, 2023
BUY
$75.77 - $88.09 $198,138 - $230,355
2,615 New
2,615 $215,000
Q2 2022

Aug 01, 2022
BUY
$78.1 - $97.98 $3,514 - $4,409
45 Added 1.21%
3,765 $304,000
Q1 2022

May 05, 2022
BUY
$89.45 - $106.35 $332,754 - $395,622
3,720 New
3,720 $360,000

Others Institutions Holding SUSA

# of Institutions
568
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
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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