Verity Wealth Advisors Ishares Tr Msci Usa Esg Select Transaction History

Verity Wealth Advisors

  • $142 Million
  • Q3 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Verity Wealth Advisors holds 23,554 shares of SUSA stock, worth $2.91 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
23,554
Previous 23,554 -0.0%
Holding current value
$2.91 Million
Previous $2.65 Million 7.14%
% of portfolio
2.0%
Previous 1.98%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
BUY
$85.65 - $93.64 $87,020 - $95,138
1,016 Added 4.51%
23,554 $2.21 Million
Q3 2021

Oct 14, 2021
BUY
$94.69 - $101.93 $90,902 - $97,852
960 Added 4.45%
22,538 $2.16 Million
Q4 2020

Feb 09, 2021
BUY
$72.19 - $82.34 $782,106 - $892,071
10,834 Added 100.84%
21,578 $1.78 Million
Q1 2020

Apr 13, 2020
SELL
$47.53 - $70.87 $24,097 - $35,931
-507 Reduced 4.51%
10,744 $1.18 Million
Q3 2019

Oct 11, 2019
SELL
$61.15 - $62.5 $733 - $750
-12 Reduced 0.11%
11,251 $1.39 Million
Q4 2018

Jan 25, 2019
BUY
N/A
11,263 New
11,263 $1.16 Million

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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