Cws Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Cws Financial Advisors, LLC

  • $347 Million
  • Q3 2025

A detailed history of Cws Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 4,454 shares of SUSA stock, worth $611,578. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,454
Previous 4,410 1.0%
Holding current value
$611,578
Previous $558,000 8.24%
% of portfolio
0.17%
Previous 0.17%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$126.64 - $135.65 $5,572 - $5,968
44 Added 1.0%
4,454 $604,000
Q2 2025

Aug 08, 2025
BUY
$101.97 - $126.75 $713 - $887
7 Added 0.16%
4,410 $558,000
Q1 2025

May 13, 2025
BUY
$113.22 - $126.36 $792 - $884
7 Added 0.16%
4,403 $505,000
Q4 2024

Feb 04, 2025
SELL
$118.0 - $127.04 $63,248 - $68,093
-536 Reduced 10.87%
4,396 $534,000
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $6,181 - $6,861
-57 Reduced 1.14%
4,932 $593,000
Q2 2024

Jul 31, 2024
BUY
$102.41 - $112.98 $512 - $564
5 Added 0.1%
4,989 $560,000
Q1 2024

May 01, 2024
BUY
$98.48 - $109.17 $886 - $982
9 Added 0.18%
4,984 $544,000
Q4 2023

Feb 08, 2024
SELL
$85.36 - $100.86 $13,316 - $15,734
-156 Reduced 3.04%
4,975 $500,000
Q3 2023

Nov 14, 2023
SELL
$89.49 - $97.11 $357 - $388
-4 Reduced 0.08%
5,131 $461,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $6,766 - $7,397
79 Added 1.56%
5,135 $480,000
Q1 2023

May 09, 2023
BUY
$81.64 - $90.01 $13,307 - $14,671
163 Added 3.33%
5,056 $443,000
Q4 2022

Feb 10, 2023
BUY
$75.77 - $88.09 $4,394 - $5,109
58 Added 1.2%
4,893 $402,000
Q2 2022

Aug 08, 2022
BUY
$78.1 - $97.98 $702 - $881
9 Added 0.19%
4,835 $390,000
Q1 2022

May 03, 2022
BUY
$89.45 - $106.35 $894 - $1,063
10 Added 0.21%
4,826 $467,000
Q4 2021

Feb 15, 2022
SELL
$95.76 - $106.67 $4,883 - $5,440
-51 Reduced 1.05%
4,816 $512,000
Q2 2021

Aug 06, 2021
SELL
$88.83 - $95.54 $2,309 - $2,484
-26 Reduced 0.53%
4,867 $465,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $170,151 - $194,075
2,357 Added 92.94%
4,893 $403,000
Q3 2020

Nov 10, 2020
SELL
$67.13 - $78.5 $6,847 - $8,007
-102 Reduced 3.87%
2,536 $373,000
Q2 2020

Aug 11, 2020
BUY
$52.49 - $69.03 $37,582 - $49,425
716 Added 37.25%
2,638 $353,000
Q4 2019

Feb 14, 2020
BUY
$59.6 - $67.25 $114,551 - $129,254
1,922 New
1,922 $258,000

Others Institutions Holding SUSA

# of Institutions
561
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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