Wealth Bridge Capital Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 5,965 shares of SUSA stock, worth $716,515. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,965
Previous 5,914 0.86%
Holding current value
$716,515
Previous $664,000 8.13%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Oct 07, 2024
BUY
$108.44 - $120.37 $5,530 - $6,138
51 Added 0.86%
5,965 $718,000
Q2 2024

Aug 02, 2024
SELL
$102.41 - $112.98 $22,427 - $24,742
-219 Reduced 3.57%
5,914 $664,000
Q1 2024

Apr 30, 2024
BUY
$98.48 - $109.17 $98 - $109
1 Added 0.02%
6,133 $669,000
Q4 2023

Feb 12, 2024
BUY
$85.36 - $100.86 $170 - $201
2 Added 0.03%
6,132 $616,000
Q3 2023

Nov 08, 2023
BUY
$89.49 - $97.11 $17,898 - $19,422
200 Added 3.37%
6,130 $551,000
Q2 2023

Aug 01, 2023
BUY
$85.65 - $93.64 $85 - $93
1 Added 0.02%
5,930 $555,000
Q1 2023

May 10, 2023
SELL
$81.64 - $90.01 $10,776 - $11,881
-132 Reduced 2.18%
5,929 $520,000
Q4 2022

Jan 31, 2023
BUY
$75.77 - $88.09 $45,386 - $52,765
599 Added 10.97%
6,061 $498,000
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $5,935 - $7,446
76 Added 1.41%
5,462 $441,000
Q1 2022

Apr 15, 2022
SELL
$89.45 - $106.35 $13,417 - $15,952
-150 Reduced 2.71%
5,386 $522,000
Q4 2021

Feb 11, 2022
SELL
$95.76 - $106.67 $206,458 - $229,980
-2,156 Reduced 28.03%
5,536 $588,000
Q3 2021

Nov 12, 2021
SELL
$94.69 - $101.93 $77,551 - $83,480
-819 Reduced 9.62%
7,692 $738,000
Q2 2021

Aug 16, 2021
BUY
$88.83 - $95.54 $49,122 - $52,833
553 Added 6.95%
8,511 $813,000
Q1 2021

May 17, 2021
BUY
$81.34 - $87.82 $251,584 - $271,627
3,093 Added 63.58%
7,958 $699,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $351,204 - $400,584
4,865 New
4,865 $401,000
Q2 2019

Aug 13, 2019
SELL
N/A
-400 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
400 New
400 $41,000

Others Institutions Holding SUSA

# of Institutions
488
Shares Held
18.7M
Call Options Held
200
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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