Wealthspire Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,606 shares of SUSA stock, worth $949,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,606

Previous 7,871 3.37%

Holding current value

$949,609

Previous $947,000 2.43%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$118.0 - $127.04 $31,270 - $33,665	-265 Reduced 3.37%	7,606 $924,000
Q3 2024 Nov 13, 2024	SELL	$108.44 - $120.37 $1.24 Million - $1.38 Million	-11,442 Reduced 59.25%	7,871 $947,000
Q2 2024 Aug 08, 2024	SELL	$102.41 - $112.98 $4,506 - $4,971	-44 Reduced 0.23%	19,313 $2.17 Million
Q1 2024 May 06, 2024	SELL	$98.48 - $109.17 $2,265 - $2,510	-23 Reduced 0.12%	19,357 $2.11 Million
Q4 2023 Feb 06, 2024	SELL	$85.36 - $100.86 $2,902 - $3,429	-34 Reduced 0.18%	19,380 $1.95 Million
Q3 2023 Nov 06, 2023	SELL	$89.49 - $97.11 $4,474 - $4,855	-50 Reduced 0.26%	19,414 $1.75 Million
Q4 2022 Feb 13, 2023	BUY	$75.77 - $88.09 $1,742 - $2,026	23 Added 0.12%	19,464 $1.6 Million
Q3 2022 Nov 14, 2022	BUY	$75.91 - $92.66 $1.48 Million - $1.8 Million	19,441 New	19,441 $1.48 Million

Others Institutions Holding SUSA

# of Institutions

527

Shares Held

19.2M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Wealthspire Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History