Sound View Wealth Advisors Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,884 shares of SUSA stock, worth $422,113. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,884
Previous 3,488 11.35%
Holding current value
$422,113
Previous $419,000 12.65%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 07, 2025
BUY
$118.0 - $127.04 $46,728 - $50,307
396 Added 11.35%
3,884 $472,000
Q3 2024

Nov 12, 2024
SELL
$108.44 - $120.37 $211,241 - $234,480
-1,948 Reduced 35.84%
3,488 $419,000
Q2 2024

Aug 05, 2024
SELL
$102.41 - $112.98 $40,451 - $44,627
-395 Reduced 6.77%
5,436 $610,000
Q1 2024

May 09, 2024
SELL
$98.48 - $109.17 $1,871 - $2,074
-19 Reduced 0.32%
5,831 $636,000
Q4 2023

Feb 08, 2024
BUY
$85.36 - $100.86 $2,134 - $2,521
25 Added 0.43%
5,850 $587,000
Q2 2023

Aug 08, 2023
SELL
$85.65 - $93.64 $29,977 - $32,774
-350 Reduced 5.67%
5,825 $545,000
Q1 2023

May 12, 2023
BUY
$81.64 - $90.01 $80,741 - $89,019
989 Added 19.07%
6,175 $541,000
Q4 2022

Feb 08, 2023
SELL
$75.77 - $88.09 $51,144 - $59,460
-675 Reduced 11.52%
5,186 $426,000
Q1 2022

May 11, 2022
BUY
$89.45 - $106.35 $78,626 - $93,481
879 Added 17.64%
5,861 $568,000
Q4 2021

Jan 20, 2022
BUY
$95.76 - $106.67 $63,393 - $70,615
662 Added 15.32%
4,982 $529,000
Q3 2021

Oct 21, 2021
BUY
$94.69 - $101.93 $33,141 - $35,675
350 Added 8.82%
4,320 $415,000
Q2 2021

Jul 21, 2021
BUY
$88.83 - $95.54 $52,942 - $56,941
596 Added 17.66%
3,970 $379,000
Q1 2021

Apr 28, 2021
BUY
$81.34 - $87.82 $10,899 - $11,767
134 Added 4.14%
3,374 $296,000
Q4 2020

Feb 02, 2021
BUY
$72.19 - $82.34 $119,979 - $136,849
1,662 Added 105.32%
3,240 $267,000
Q3 2020

Nov 09, 2020
BUY
$67.13 - $78.5 $1,141 - $1,334
17 Added 1.09%
1,578 $232,000
Q2 2020

Aug 07, 2020
BUY
$52.49 - $69.03 $81,936 - $107,755
1,561 New
1,561 $209,000

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.1M
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email