First Personal Financial Services Ishares Tr Msci Usa Esg Select Transaction History

First Personal Financial Services

$472 Million
Q3 2024

A detailed history of First Personal Financial Services transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, First Personal Financial Services holds 3,316 shares of SUSA stock, worth $412,875. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,316

Previous 3,566 7.01%

Holding current value

$412,875

Previous $400,000 0.25%

% of portfolio

0.08%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$108.44 - $120.37 $27,110 - $30,092	-250 Reduced 7.01%	3,316 $399,000
Q1 2024 Apr 25, 2024	SELL	$98.48 - $109.17 $13,787 - $15,283	-140 Reduced 3.78%	3,566 $389,000
Q3 2023 Oct 19, 2023	SELL	$89.49 - $97.11 $22,551 - $24,471	-252 Reduced 6.37%	3,706 $333,000
Q1 2023 Apr 24, 2023	BUY	$81.64 - $90.01 $2,449 - $2,700	30 Added 0.76%	3,958 $347,000
Q3 2022 Oct 27, 2022	SELL	$75.91 - $92.66 $9,868 - $12,045	-130 Reduced 3.2%	3,928 $298,000
Q1 2022 May 02, 2022	BUY	$89.45 - $106.35 $1,789 - $2,127	20 Added 0.5%	4,058 $393,000
Q4 2021 Feb 04, 2022	SELL	$95.76 - $106.67 $45,007 - $50,134	-470 Reduced 10.43%	4,038 $429,000
Q2 2021 Aug 02, 2021	BUY	$88.83 - $95.54 $15,101 - $16,241	170 Added 3.92%	4,508 $431,000
Q1 2021 Apr 29, 2021	SELL	$81.34 - $87.82 $8,622 - $9,308	-106 Reduced 2.39%	4,338 $381,000
Q4 2020 Feb 01, 2021	BUY	$72.19 - $82.34 $158,601 - $180,900	2,197 Added 97.77%	4,444 $366,000
Q3 2020 Nov 02, 2020	SELL	$67.13 - $78.5 $2,013 - $2,355	-30 Reduced 1.32%	2,247 $331,000
Q2 2020 Aug 03, 2020	SELL	$52.49 - $69.03 $6,403 - $8,421	-122 Reduced 5.09%	2,277 $305,000
Q1 2020 Apr 22, 2020	SELL	$47.53 - $70.87 $7,129 - $10,630	-150 Reduced 5.88%	2,399 $263,000
Q4 2019 Jan 24, 2020	SELL	$59.6 - $67.25 $4,768 - $5,380	-80 Reduced 3.04%	2,549 $342,000
Q1 2019 Apr 22, 2019	SELL	N/A	-352 Reduced 11.81%	2,629 $311,000
Q3 2018 Nov 01, 2018	SELL	N/A	-150 Reduced 4.79%	2,981 $356,000
Q2 2018 Aug 07, 2018	SELL	N/A	-454 Reduced 12.66%	3,131 $353,000
Q1 2018 May 10, 2018	SELL	N/A	-693 Reduced 16.2%	3,585 $397,000
Q3 2017 Nov 01, 2017	BUY	N/A	4,278	4,278 $447,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Account

First Personal Financial Services Ishares Tr Msci Usa Esg Select Transaction History