HILLTOP WEALTH ADVISORS, LLC SUSA Holdings History
HILLTOP WEALTH ADVISORS, LLC's iShares ESG Optimized MSCI USA ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 43,247.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $5.48 Mil. This investment constitutes 3.08% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.15% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.
The initial trade took place in 2020Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 12 purchases of SUSA, at an average price of $105.24, for a total of 57,733.00 shares. In addition, there have been 7 sales at an average price of $94.72 for 14,486.00 shares. Based on historical transaction data and SUSA's current price of $127.74, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his SUSA holdings is $820,679.30, reflecting a 13.51% gain to date.
HILLTOP WEALTH ADVISORS, LLC SUSA ($127.74) Holding Chart
HILLTOP WEALTH ADVISORS, LLC SUSA ($127.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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