Ulland Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 3,880 shares of SUSA stock, worth $422,648. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,880
Previous 8,880 56.31%
Holding current value
$422,648
Previous $1.08 Million 58.7%
% of portfolio
0.37%
Previous 0.69%

Shares

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

Apr 15, 2025
SELL
$113.22 - $126.36 $566,100 - $631,800
-5,000 Reduced 56.31%
3,880 $446,000
Q4 2022

Jan 31, 2023
SELL
$75.77 - $88.09 $115,549 - $134,337
-1,525 Reduced 14.66%
8,880 $731,000
Q3 2022

Oct 12, 2022
SELL
$75.91 - $92.66 $18,977 - $23,165
-250 Reduced 2.35%
10,405 $790,000
Q4 2021

Feb 16, 2022
BUY
$95.76 - $106.67 $1.02 Million - $1.14 Million
10,655 New
10,655 $1.13 Million

Others Institutions Holding SUSA

# of Institutions
523
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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