A detailed history of Retirement Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Retirement Group, LLC holds 1,048 shares of SUSA stock, worth $132,048. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,046 0.19%
Holding current value
$132,048
Previous $105,000 8.57%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$98.48 - $109.17 $196 - $218
2 Added 0.19%
1,048 $114,000
Q4 2023

Feb 14, 2024

BUY
$85.36 - $100.86 $426 - $504
5 Added 0.48%
1,046 $105,000
Q2 2023

Aug 15, 2023

SELL
$85.65 - $93.64 $4,111 - $4,494
-48 Reduced 4.41%
1,041 $97,000
Q1 2023

May 12, 2023

SELL
$81.64 - $90.01 $7,919 - $8,730
-97 Reduced 8.18%
1,089 $96,000
Q4 2022

Feb 15, 2023

BUY
$75.77 - $88.09 $11,820 - $13,742
156 Added 15.15%
1,186 $98,000
Q3 2022

Nov 14, 2022

SELL
$75.91 - $92.66 $28,390 - $34,654
-374 Reduced 26.64%
1,030 $78,000
Q2 2022

Aug 04, 2022

SELL
$78.1 - $97.98 $5,779 - $7,250
-74 Reduced 5.01%
1,404 $113,000
Q1 2022

May 06, 2022

SELL
$89.45 - $106.35 $39,984 - $47,538
-447 Reduced 23.22%
1,478 $143,000
Q4 2021

Feb 09, 2022

SELL
$95.76 - $106.67 $51,997 - $57,921
-543 Reduced 22.0%
1,925 $205,000
Q3 2021

Nov 16, 2021

BUY
$94.69 - $101.93 $33,141 - $35,675
350 Added 16.53%
2,468 $237,000
Q2 2021

Aug 17, 2021

BUY
$88.83 - $95.54 $22,740 - $24,458
256 Added 13.75%
2,118 $202,000
Q1 2021

May 04, 2021

BUY
$81.34 - $87.82 $48,071 - $51,901
591 Added 46.5%
1,862 $163,000
Q4 2020

Feb 22, 2021

BUY
$72.19 - $82.34 $91,753 - $104,654
1,271 New
1,271 $104,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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