Ritholtz Wealth Management Ishares Tr Msci Usa Esg Select Transaction History

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,887 shares of SUSA stock, worth $741,762. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,887
Previous 7,530 21.82%
Holding current value
$741,762
Previous $906,000 21.08%
% of portfolio
0.02%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$118.0 - $127.04 $193,874 - $208,726
-1,643 Reduced 21.82%
5,887 $715,000
Q3 2024

Oct 10, 2024
SELL
$108.44 - $120.37 $32,748 - $36,351
-302 Reduced 3.86%
7,530 $906,000
Q2 2024

Jul 31, 2024
SELL
$102.41 - $112.98 $120,536 - $132,977
-1,177 Reduced 13.06%
7,832 $880,000
Q1 2024

Apr 24, 2024
SELL
$98.48 - $109.17 $10,734 - $11,899
-109 Reduced 1.2%
9,009 $983,000
Q4 2023

Jan 18, 2024
SELL
$85.36 - $100.86 $7,511 - $8,875
-88 Reduced 0.96%
9,118 $916,000
Q3 2023

Oct 13, 2023
SELL
$89.49 - $97.11 $26,757 - $29,035
-299 Reduced 3.15%
9,206 $828,000
Q2 2023

Jul 14, 2023
SELL
$85.65 - $93.64 $7,023 - $7,678
-82 Reduced 0.86%
9,505 $890,000
Q1 2023

Apr 19, 2023
SELL
$81.64 - $90.01 $11,511 - $12,691
-141 Reduced 1.45%
9,587 $841,000
Q4 2022

Jan 18, 2023
SELL
$75.77 - $88.09 $29,322 - $34,090
-387 Reduced 3.83%
9,728 $0
Q3 2022

Oct 18, 2022
SELL
$75.91 - $92.66 $46,456 - $56,707
-612 Reduced 5.71%
10,115 $768,000
Q2 2022

Jul 15, 2022
SELL
$78.1 - $97.98 $15,463 - $19,400
-198 Reduced 1.81%
10,727 $866,000
Q1 2022

Apr 14, 2022
SELL
$89.45 - $106.35 $205,913 - $244,817
-2,302 Reduced 17.4%
10,925 $1.06 Million
Q4 2021

Jan 18, 2022
SELL
$95.76 - $106.67 $202,149 - $225,180
-2,111 Reduced 13.76%
13,227 $1.41 Million
Q3 2021

Oct 14, 2021
BUY
$94.69 - $101.93 $68,271 - $73,491
721 Added 4.93%
15,338 $1.47 Million
Q2 2021

Jul 20, 2021
SELL
$88.83 - $95.54 $55,962 - $60,190
-630 Reduced 4.13%
14,617 $1.4 Million
Q1 2021

May 12, 2021
SELL
$81.34 - $87.82 $8,784 - $9,484
-108 Reduced 0.7%
15,247 $1.34 Million
Q4 2020

Jan 19, 2021
BUY
$72.19 - $82.34 $596,289 - $680,128
8,260 Added 116.42%
15,355 $1.26 Million
Q3 2020

Oct 23, 2020
BUY
$67.13 - $78.5 $234,485 - $274,200
3,493 Added 96.97%
7,095 $1.04 Million
Q2 2020

Jul 15, 2020
BUY
$52.49 - $69.03 $20,261 - $26,645
386 Added 12.0%
3,602 $482,000
Q1 2020

Apr 09, 2020
BUY
$47.53 - $70.87 $2,709 - $4,039
57 Added 1.8%
3,216 $353,000
Q4 2019

Jan 17, 2020
SELL
$59.6 - $67.25 $13,350 - $15,064
-224 Reduced 6.62%
3,159 $423,000
Q3 2019

Oct 17, 2019
BUY
$61.15 - $62.5 $61 - $62
1 Added 0.03%
3,383 $418,000
Q2 2019

Jul 15, 2019
BUY
N/A
205 Added 6.45%
3,382 $412,000
Q1 2019

Apr 12, 2019
BUY
N/A
176 Added 5.86%
3,177 $376,000
Q4 2018

Jan 18, 2019
BUY
N/A
61 Added 2.07%
3,001 $310,000
Q3 2018

Oct 12, 2018
SELL
N/A
-7 Reduced 0.24%
2,940 $351,000
Q2 2018

Jul 12, 2018
BUY
N/A
307 Added 11.63%
2,947 $332,000
Q1 2018

Apr 17, 2018
SELL
N/A
-670 Reduced 20.24%
2,640 $293,000
Q4 2017

Jan 23, 2018
BUY
N/A
1,156 Added 53.67%
3,310 $368,000
Q3 2017

Oct 17, 2017
BUY
N/A
2,154
2,154 $225,000

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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