Dakota Wealth Management
Position in SUSA — iShares ESG Optimized MSCI USA ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SUSA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SUSA | $332,363 | 2,516 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SUSA | $350,047 | 2,512 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 SUSA | $340,074 | 2,507 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SUSA | $317,255 | 2,503 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SUSA | $287,060 | 2,499 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 SUSA | $303,245 | 2,494 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SUSA | $299,600 | 2,489 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 SUSA | $278,902 | 2,482 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SUSA | $270,523 | 2,478 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SUSA | $248,561 | 2,473 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SUSA | $221,146 | 2,458 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 SUSA | $230,167 | 2,458 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||