Zevin Asset Management LLC Ishares Tr Msci Usa Esg Select Transaction History

Zevin Asset Management LLC

  • $679 Million
  • Q4 2024

A detailed history of Zevin Asset Management LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Zevin Asset Management LLC holds 3,937 shares of SUSA stock, worth $449,408. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,937
Previous 3,684 6.87%
Holding current value
$449,408
Previous $443,000 8.13%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 10, 2025
BUY
$118.0 - $127.04 $29,854 - $32,141
253 Added 6.87%
3,937 $479,000
Q3 2023

Nov 07, 2023
SELL
$89.49 - $97.11 $166,361 - $180,527
-1,859 Reduced 33.54%
3,684 $331,000
Q2 2023

Aug 07, 2023
SELL
$85.65 - $93.64 $31,861 - $34,834
-372 Reduced 6.29%
5,543 $519,000
Q3 2022

Nov 08, 2022
SELL
$75.91 - $92.66 $127,908 - $156,132
-1,685 Reduced 22.17%
5,915 $449,000
Q4 2020

Feb 11, 2021
BUY
$72.19 - $82.34 $231,008 - $263,488
3,200 Added 72.73%
7,600 $626,000
Q3 2020

Nov 04, 2020
BUY
$67.13 - $78.5 $295,372 - $345,400
4,400 New
4,400 $647,000

Others Institutions Holding SUSA

# of Institutions
523
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
Track This Portfolio

Track Zevin Asset Management LLC Portfolio

Follow Zevin Asset Management 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 Zevin Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zevin Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email