Strategic Wealth Investment Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,883 shares of SUSA stock, worth $237,258. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,883

Holding current value

$237,258

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$118.0 - $127.04 $222,194 - $239,216	1,883 New	1,883 $228,000
Q2 2024 Aug 13, 2024	SELL	$102.41 - $112.98 $29,186 - $32,199	-285 Reduced 10.09%	2,539 $285,000
Q4 2023 Jan 16, 2024	BUY	$85.36 - $100.86 $17,413 - $20,575	204 Added 7.79%	2,824 $283,000
Q2 2023 Jul 17, 2023	SELL	$85.65 - $93.64 $81,795 - $89,426	-955 Reduced 26.71%	2,620 $245,000
Q1 2023 Apr 24, 2023	SELL	$81.64 - $90.01 $602,829 - $664,633	-7,384 Reduced 67.38%	3,575 $313,000
Q1 2023 Apr 20, 2023	BUY	$81.64 - $90.01 $631,077 - $695,777	7,730 Added 239.39%	10,959 $961,000
Q4 2022 Jan 27, 2023	SELL	$75.77 - $88.09 $18,790 - $21,846	-248 Reduced 7.13%	3,229 $0
Q3 2022 Oct 21, 2022	BUY	$75.91 - $92.66 $263,939 - $322,178	3,477 New	3,477 $264,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Strategic Wealth Investment Group, LLC Ishares Tr Msci Usa Esg Select Transaction History