Advisor Os, LLC Ishares Tr Msci Usa Esg Select Transaction History

Advisor Os, LLC

$844 Million
Q4 2024

A detailed history of Advisor Os, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Advisor Os, LLC holds 2,790 shares of SUSA stock, worth $324,923. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,790

Previous 3,077 9.33%

Holding current value

$324,923

Previous $370,000 8.38%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$118.0 - $127.04 $33,866 - $36,460	-287 Reduced 9.33%	2,790 $339,000
Q3 2024 Nov 04, 2024	BUY	$108.44 - $120.37 $5,530 - $6,138	51 Added 1.69%	3,077 $370,000
Q2 2024 Aug 05, 2024	SELL	$102.41 - $112.98 $24,475 - $27,002	-239 Reduced 7.32%	3,026 $340,000
Q1 2024 May 08, 2024	SELL	$98.48 - $109.17 $15,756 - $17,467	-160 Reduced 4.67%	3,265 $356,000
Q4 2023 Feb 07, 2024	SELL	$85.36 - $100.86 $74,263 - $87,748	-870 Reduced 20.26%	3,425 $344,000
Q3 2023 Nov 02, 2023	BUY	$89.49 - $97.11 $18,792 - $20,393	210 Added 5.14%	4,295 $386,000
Q2 2023 Aug 08, 2023	BUY	$85.65 - $93.64 $349,880 - $382,519	4,085 New	4,085 $382,000

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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