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

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

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 2,128 shares of SUSA stock, worth $265,680. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,128
Previous 2,650 19.7%
Holding current value
$265,680
Previous $318,000 18.87%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
19.2M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email