A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 1,718 shares of SUSA stock, worth $213,908. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,739 1.21%
Holding current value
$213,908
Previous $195,000 5.64%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024

SELL
$108.44 - $120.37 $2,277 - $2,527
-21 Reduced 1.21%
1,718 $206,000
Q2 2024

Aug 15, 2024

SELL
$102.41 - $112.98 $2,048 - $2,259
-20 Reduced 1.14%
1,739 $195,000
Q1 2024

Apr 15, 2024

SELL
$98.48 - $109.17 $5,810 - $6,441
-59 Reduced 3.25%
1,759 $192,000
Q4 2023

Feb 14, 2024

SELL
$85.36 - $100.86 $6,316 - $7,463
-74 Reduced 3.91%
1,818 $182,000
Q3 2023

Dec 11, 2023

SELL
$89.49 - $97.11 $11,991 - $13,012
-134 Reduced 6.61%
1,892 $170,000
Q2 2023

Aug 15, 2023

SELL
$85.65 - $93.64 $10,192 - $11,143
-119 Reduced 5.55%
2,026 $189,000
Q1 2023

May 17, 2023

BUY
$81.64 - $90.01 $175,117 - $193,071
2,145 New
2,145 $188,000
Q2 2022

Oct 03, 2022

SELL
$78.1 - $97.98 $191,579 - $240,344
-2,453 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$89.45 - $106.35 $1,789 - $2,127
20 Added 0.82%
2,453 $241,000
Q4 2021

Feb 14, 2022

SELL
$95.76 - $106.67 $67,989 - $75,735
-710 Reduced 22.59%
2,433 $238,000
Q2 2021

Jul 29, 2021

BUY
$88.83 - $95.54 $279,192 - $300,282
3,143 New
3,143 $302,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. 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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.