A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,900 shares of SUSA stock, worth $236,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,302 17.46%
Holding current value
$236,569
Previous $258,000 11.63%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$108.44 - $120.37 $43,592 - $48,388
-402 Reduced 17.46%
1,900 $228,000
Q2 2024

Jul 15, 2024

BUY
$102.41 - $112.98 $102 - $112
1 Added 0.04%
2,302 $258,000
Q1 2024

Apr 12, 2024

BUY
$98.48 - $109.17 $226,602 - $251,200
2,301 New
2,301 $251,000
Q3 2023

Oct 10, 2023

SELL
$89.49 - $97.11 $229,452 - $248,990
-2,564 Reduced 44.54%
3,192 $287,000
Q2 2023

Aug 03, 2023

SELL
$85.65 - $93.64 $108,261 - $118,360
-1,264 Reduced 18.01%
5,756 $538,000
Q1 2023

Apr 10, 2023

SELL
$81.64 - $90.01 $315,293 - $347,618
-3,862 Reduced 35.49%
7,020 $616,000
Q4 2022

Jan 12, 2023

SELL
$75.77 - $88.09 $92,742 - $107,822
-1,224 Reduced 10.11%
10,882 $0
Q3 2022

Oct 20, 2022

SELL
$75.91 - $92.66 $440,050 - $537,150
-5,797 Reduced 32.38%
12,106 $919,000
Q2 2022

Jul 27, 2022

SELL
$78.1 - $97.98 $144,094 - $180,773
-1,845 Reduced 9.34%
17,903 $1.45 Million
Q1 2022

Apr 11, 2022

BUY
$89.45 - $106.35 $30,234 - $35,946
338 Added 1.74%
19,748 $1.91 Million
Q4 2021

Jan 26, 2022

SELL
$95.76 - $106.67 $195,733 - $218,033
-2,044 Reduced 9.53%
19,410 $2.06 Million
Q3 2021

Oct 28, 2021

SELL
$94.69 - $101.93 $22,630 - $24,361
-239 Reduced 1.1%
21,454 $2.06 Million
Q2 2021

Aug 10, 2021

BUY
$88.83 - $95.54 $294,293 - $316,524
3,313 Added 18.03%
21,693 $2.07 Million
Q1 2021

Apr 27, 2021

BUY
$81.34 - $87.82 $1.11 Million - $1.2 Million
13,662 Added 289.57%
18,380 $1.61 Million
Q4 2020

Feb 03, 2021

BUY
$72.19 - $82.34 $181,124 - $206,591
2,509 Added 113.58%
4,718 $388,000
Q3 2020

Oct 27, 2020

BUY
$67.13 - $78.5 $148,290 - $173,406
2,209 New
2,209 $325,000
Q1 2020

May 07, 2020

SELL
$47.53 - $70.87 $72,293 - $107,793
-1,521 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$59.6 - $67.25 $90,651 - $102,287
1,521 New
1,521 $204,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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