Wealth Shield Partners, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 7,346 shares of SUSA stock, worth $917,148. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,346
Previous 7,886 6.85%
Holding current value
$917,148
Previous $949,000 5.9%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Feb 04, 2025
SELL
$118.0 - $127.04 $63,720 - $68,601
-540 Reduced 6.85%
7,346 $893,000
Q3 2024

Nov 04, 2024
SELL
$108.44 - $120.37 $9,759 - $10,833
-90 Reduced 1.13%
7,886 $949,000
Q2 2024

Jul 26, 2024
SELL
$102.41 - $112.98 $43,012 - $47,451
-420 Reduced 5.0%
7,976 $896,000
Q1 2024

Apr 29, 2024
SELL
$98.48 - $109.17 $5,022 - $5,567
-51 Reduced 0.6%
8,396 $916,000
Q4 2023

Jan 23, 2024
SELL
$85.36 - $100.86 $4,780 - $5,648
-56 Reduced 0.66%
8,447 $849,000
Q3 2023

Oct 25, 2023
SELL
$89.49 - $97.11 $15,213 - $16,508
-170 Reduced 1.96%
8,503 $765,000
Q2 2023

Aug 03, 2023
SELL
$85.65 - $93.64 $5,139 - $5,618
-60 Reduced 0.69%
8,673 $812,000
Q1 2023

May 08, 2023
BUY
$81.64 - $90.01 $9,633 - $10,621
118 Added 1.37%
8,733 $766,000
Q4 2022

Feb 13, 2023
BUY
$75.77 - $88.09 $12,880 - $14,975
170 Added 2.01%
8,615 $709,000
Q3 2022

Nov 04, 2022
SELL
$75.91 - $92.66 $23,911 - $29,187
-315 Reduced 3.6%
8,445 $641,000
Q2 2022

Aug 11, 2022
BUY
$78.1 - $97.98 $8,981 - $11,267
115 Added 1.33%
8,760 $707,000
Q1 2022

May 09, 2022
BUY
$89.45 - $106.35 $773,295 - $919,395
8,645 New
8,645 $837,000
Q4 2020

Feb 16, 2021
SELL
$72.19 - $82.34 $6,208 - $7,081
-86 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$52.49 - $69.03 $262 - $345
-5 Reduced 5.49%
86 $12,000
Q1 2020

May 12, 2020
BUY
$47.53 - $70.87 $4,325 - $6,449
91 New
91 $10,000

Others Institutions Holding SUSA

# of Institutions
527
Shares Held
19.2M
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email