First Foundation Advisors Ishares Tr Msci Usa Esg Select Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, First Foundation Advisors holds 10,540 shares of SUSA stock, worth $1.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,540

Previous 9,412 11.98%

Holding current value

$1.22 Million

Previous $1.13 Million 13.16%

% of portfolio

0.05%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$118.0 - $127.04 $133,104 - $143,301	1,128 Added 11.98%	10,540 $1.28 Million
Q3 2024 Nov 13, 2024	SELL	$108.44 - $120.37 $12,362 - $13,722	-114 Reduced 1.2%	9,412 $1.13 Million
Q2 2024 Aug 06, 2024	SELL	$102.41 - $112.98 $16,180 - $17,850	-158 Reduced 1.63%	9,526 $1.07 Million
Q1 2024 May 09, 2024	BUY	$98.48 - $109.17 $266,683 - $295,632	2,708 Added 38.82%	9,684 $1.06 Million
Q4 2023 Feb 14, 2024	BUY	$85.36 - $100.86 $96,115 - $113,568	1,126 Added 19.25%	6,976 $701,000
Q3 2023 Nov 15, 2023	BUY	$89.49 - $97.11 $48,593 - $52,730	543 Added 10.23%	5,850 $526,000
Q2 2023 Aug 14, 2023	SELL	$85.65 - $93.64 $74,772 - $81,747	-873 Reduced 14.13%	5,307 $496,000
Q1 2023 May 12, 2023	SELL	$81.64 - $90.01 $302,966 - $334,027	-3,711 Reduced 37.52%	6,180 $542,000
Q4 2022 Feb 14, 2023	SELL	$75.77 - $88.09 $77,967 - $90,644	-1,029 Reduced 9.42%	9,891 $814,000
Q3 2022 Nov 10, 2022	BUY	$75.91 - $92.66 $238,357 - $290,952	3,140 Added 40.36%	10,920 $829,000
Q2 2022 Aug 12, 2022	BUY	$78.1 - $97.98 $607,618 - $762,284	7,780 New	7,780 $628,000

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
Sector ETFs
Industry ETFs

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First Foundation Advisors Ishares Tr Msci Usa Esg Select Transaction History