IMA Advisory Services, Inc. SUSA Holdings History
IMA Advisory Services, Inc.'s iShares ESG Optimized MSCI USA ETF Holding Summary
As of 2025-03-31, IMA Advisory Services, Inc. held 469,719.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $53.96 Mil. This investment constitutes 6.4% of their stock portfolio, and IMA Advisory Services, Inc. now holds 1.64% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.
The initial trade took place in 2025Q1. And since then IMA Advisory Services, Inc. has made 1 purchases of SUSA, at an average price of $121.24, for a total of 469,719.00 shares. Based on historical transaction data and SUSA's current price of $127.87, IMA Advisory Services, Inc.'s estimated gain on his SUSA holdings is $3.11 Mil, reflecting a 5.47% gain to date.
IMA Advisory Services, Inc. SUSA ($127.87) Holding Chart
IMA Advisory Services, Inc. SUSA ($127.87) 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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