Warren Averett Asset Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,204 shares of SUSA stock, worth $606,057. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,204
Previous 4,480 16.16%
Holding current value
$606,057
Previous $539,000 17.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$118.0 - $127.04 $85,432 - $91,976
724 Added 16.16%
5,204 $632,000
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $27,110 - $30,092
-250 Reduced 5.29%
4,480 $539,000
Q2 2024

Aug 14, 2024
BUY
$102.41 - $112.98 $484,399 - $534,395
4,730 New
4,730 $531,000

Others Institutions Holding SUSA

# of Institutions
525
Shares Held
19.2M
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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