Jfs Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,916 shares of SUSA stock, worth $263,085. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,916
Previous 1,916 -0.0%
Holding current value
$263,085
Previous $259,000 1.54%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$113.22 - $126.36 $24,002 - $26,788
-212 Reduced 9.96%
1,916 $220,000
Q4 2024

Jan 30, 2025
SELL
$118.0 - $127.04 $61,596 - $66,314
-522 Reduced 19.7%
2,128 $258,000
Q2 2023

Aug 07, 2023
SELL
$85.65 - $93.64 $72,802 - $79,594
-850 Reduced 24.29%
2,650 $248,000
Q2 2021

Aug 04, 2021
BUY
$88.83 - $95.54 $310,905 - $334,390
3,500 New
3,500 $334,000

Others Institutions Holding SUSA

# of Institutions
568
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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