Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 7,611 shares of SUSA stock, worth $914,233. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,611

Previous 6,228 22.21%

Holding current value

$914,233

Previous $679,000 25.92%

% of portfolio

0.21%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$102.41 - $112.98 $141,633 - $156,251	1,383 Added 22.21%	7,611 $855,000
Q1 2024 Apr 18, 2024	SELL	$98.48 - $109.17 $38,702 - $42,903	-393 Reduced 5.94%	6,228 $679,000
Q2 2022 Jul 20, 2022	BUY	$78.1 - $97.98 $70,446 - $88,377	902 Added 15.77%	6,621 $534,000
Q1 2021 May 06, 2021	BUY	$81.34 - $87.82 $46,933 - $50,672	577 Added 11.22%	5,719 $502,000
Q4 2020 Feb 19, 2021	BUY	$72.19 - $82.34 $185,600 - $211,696	2,571 Added 100.0%	5,142 $446,000
Q4 2019 Jan 30, 2020	BUY	$59.6 - $67.25 $17,880 - $20,175	300 Added 13.21%	2,571 $345,000
Q4 2018 Feb 14, 2019	BUY	N/A	304 Added 15.46%	2,271 $234,000
Q4 2017 Feb 15, 2018	BUY	N/A	1,967	1,967 $218,000

Others Institutions Holding SUSA

# of Institutions

488

Shares Held

18.7M

Call Options Held

200

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History