Willow Creek Wealth Management Inc. Ishares Tr Msci Usa Esg Select Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 7,679 shares of SUSA stock, worth $958,723. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,679
Previous 7,959 3.52%
Holding current value
$958,723
Previous $799,000 16.77%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 14, 2025
SELL
$118.0 - $127.04 $33,040 - $35,571
-280 Reduced 3.52%
7,679 $933,000
Q3 2023

Nov 20, 2023
SELL
$89.49 - $97.11 $11,365 - $12,332
-127 Reduced 1.57%
7,959 $716,000
Q2 2023

Aug 28, 2023
SELL
$85.65 - $93.64 $12,333 - $13,484
-144 Reduced 1.75%
8,086 $757,000
Q4 2022

Mar 01, 2023
BUY
$75.77 - $88.09 $623,587 - $724,980
8,230 New
8,230 $677,000

Others Institutions Holding SUSA

# of Institutions
522
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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