Transform Wealth, LLC Ishares Tr Msci Usa Esg Select Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Transform Wealth, LLC holds 2,883 shares of SUSA stock, worth $329,094. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,883
Previous 3,055 5.63%
Holding current value
$329,094
Previous $371,000 11.32%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$113.22 - $126.36 $19,473 - $21,733
-172 Reduced 5.63%
2,883 $329,000
Q2 2024

Jul 15, 2024
SELL
$102.41 - $112.98 $20,789 - $22,934
-203 Reduced 6.23%
3,055 $343,000
Q1 2024

Apr 15, 2024
BUY
$98.48 - $109.17 $320,847 - $355,675
3,258 New
3,258 $355,000

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
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