Baron Silver Stevens Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Baron Silver Stevens Financial Advisors, LLC

$587 Million
Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 1,821 shares of SUSA stock, worth $207,867. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,821

Previous 1,821 -0.0%

Holding current value

$207,867

Previous $219,000 0.91%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$102.41 - $112.98 $12,289 - $13,557	-120 Reduced 6.18%	1,821 $204,000
Q1 2024 May 02, 2024	BUY	$98.48 - $109.17 $191,149 - $211,898	1,941 New	1,941 $211,000
Q2 2023 Jul 24, 2023	BUY	$85.65 - $93.64 $193,226 - $211,251	2,256 New	2,256 $211,000
Q2 2022 Jul 26, 2022	SELL	$78.1 - $97.98 $172,288 - $216,143	-2,206 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$88.83 - $95.54 $195,958 - $210,761	2,206 New	2,206 $210,000
Q1 2021 Apr 27, 2021	SELL	$81.34 - $87.82 $179,436 - $193,730	-2,206 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$72.19 - $82.34 $159,251 - $181,642	2,206 New	2,206 $181,000

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History