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

Wj Wealth Management, LLC

  • $267 Million
  • Q4 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wj Wealth Management, LLC holds 5,400 shares of SUSA stock, worth $628,884. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,400
Previous 5,400 -0.0%
Holding current value
$628,884
Previous $649,000 1.08%
% of portfolio
0.25%
Previous 0.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$85.36 - $100.86 $37,899 - $44,781
-444 Reduced 7.6%
5,400 $542,000
Q3 2023

Oct 10, 2023
SELL
$89.49 - $97.11 $41,165 - $44,670
-460 Reduced 7.3%
5,844 $525,000
Q2 2023

Jul 11, 2023
BUY
$85.65 - $93.64 $269,968 - $295,153
3,152 Added 100.0%
6,304 $590,000
Q1 2023

Apr 12, 2023
SELL
$81.64 - $90.01 $257,329 - $283,711
-3,152 Reduced 50.0%
3,152 $276,000
Q2 2022

Aug 05, 2022
BUY
$78.1 - $97.98 $73,414 - $92,101
940 Added 17.52%
6,304 $508,000
Q1 2022

May 13, 2022
SELL
$89.45 - $106.35 $3.87 Million - $4.6 Million
-43,263 Reduced 88.97%
5,364 $520,000
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $13,214 - $14,720
-138 Reduced 0.28%
48,627 $5.16 Million
Q3 2021

Oct 15, 2021
SELL
$94.69 - $101.93 $514,072 - $553,377
-5,429 Reduced 10.02%
48,765 $4.68 Million
Q3 2021

Oct 13, 2021
BUY
$94.69 - $101.93 $4.63 Million - $4.98 Million
48,893 Added 922.34%
54,194 $4.68 Million
Q2 2021

Aug 04, 2021
BUY
$88.83 - $95.54 $16,966 - $18,248
191 Added 3.74%
5,301 $506,000
Q1 2021

Apr 28, 2021
BUY
$81.34 - $87.82 $41,483 - $44,788
510 Added 11.09%
5,110 $449,000
Q4 2020

Jan 20, 2021
BUY
$72.19 - $82.34 $135,356 - $154,387
1,875 Added 68.81%
4,600 $379,000
Q3 2020

Oct 14, 2020
BUY
$67.13 - $78.5 $182,929 - $213,912
2,725 New
2,725 $401,000

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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