Tria Gen Wealth Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 5,178 shares of SUSA stock, worth $652,428. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,178
Previous 5,178 -0.0%
Holding current value
$652,428
Previous $623,000 0.96%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Oct 18, 2024
BUY
$108.44 - $120.37 $13,338 - $14,805
123 Added 2.43%
5,178 $623,000
Q1 2024

Apr 23, 2024
SELL
$98.48 - $109.17 $1,477 - $1,637
-15 Reduced 0.3%
5,055 $551,000
Q2 2023

Aug 08, 2023
BUY
$85.65 - $93.64 $20,812 - $22,754
243 Added 5.03%
5,070 $474,000
Q3 2022

Oct 21, 2022
BUY
$75.91 - $92.66 $12,980 - $15,844
171 Added 3.67%
4,827 $366,000
Q2 2022

Jul 29, 2022
BUY
$78.1 - $97.98 $8,434 - $10,581
108 Added 2.37%
4,656 $376,000
Q1 2022

Apr 29, 2022
SELL
$89.45 - $106.35 $108,950 - $129,534
-1,218 Reduced 21.12%
4,548 $440,000
Q4 2021

Feb 09, 2022
SELL
$95.76 - $106.67 $1,340 - $1,493
-14 Reduced 0.24%
5,766 $613,000
Q3 2021

Nov 10, 2021
BUY
$94.69 - $101.93 $94 - $101
1 Added 0.02%
5,780 $555,000
Q2 2021

Aug 02, 2021
BUY
$88.83 - $95.54 $6,218 - $6,687
70 Added 1.23%
5,779 $568,000
Q4 2020

Feb 02, 2021
BUY
$72.19 - $82.34 $412,132 - $470,079
5,709 New
5,709 $470,000

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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