Jnba Financial Advisors Ishares Tr Msci Usa Esg Select Transaction History

Jnba Financial Advisors

$970 Million
Q4 2024

A detailed history of Jnba Financial Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Jnba Financial Advisors holds 7,285 shares of SUSA stock, worth $791,733. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,285

Previous 6,891 5.72%

Holding current value

$791,733

Previous $829,000 6.76%

% of portfolio

0.09%

Previous 0.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$118.0 - $127.04 $46,492 - $50,053	394 Added 5.72%	7,285 $885,000
Q3 2024 Oct 30, 2024	SELL	$108.44 - $120.37 $137,501 - $152,629	-1,268 Reduced 15.54%	6,891 $829,000
Q2 2024 Jul 22, 2024	SELL	$102.41 - $112.98 $78,958 - $87,107	-771 Reduced 8.63%	8,159 $916,000
Q1 2024 Apr 26, 2024	SELL	$98.48 - $109.17 $112,956 - $125,217	-1,147 Reduced 11.38%	8,930 $974,000
Q4 2023 Feb 07, 2024	BUY	$85.36 - $100.86 $11,438 - $13,515	134 Added 1.35%	10,077 $1.01 Million
Q3 2023 Nov 02, 2023	SELL	$89.49 - $97.11 $83,941 - $91,089	-938 Reduced 8.62%	9,943 $894,000
Q2 2023 Aug 03, 2023	BUY	$85.65 - $93.64 $34,174 - $37,362	399 Added 3.81%	10,881 $1.02 Million
Q1 2023 May 01, 2023	BUY	$81.64 - $90.01 $2,449 - $2,700	30 Added 0.29%	10,482 $920,000
Q4 2022 Feb 06, 2023	SELL	$75.77 - $88.09 $7,198 - $8,368	-95 Reduced 0.9%	10,452 $860,000
Q3 2022 Nov 07, 2022	SELL	$75.91 - $92.66 $8,957 - $10,933	-118 Reduced 1.11%	10,547 $801,000
Q2 2022 Jul 22, 2022	BUY	$78.1 - $97.98 $22,024 - $27,630	282 Added 2.72%	10,665 $861,000
Q1 2022 Apr 29, 2022	SELL	$89.45 - $106.35 $231,586 - $275,340	-2,589 Reduced 19.96%	10,383 $1.01 Million
Q4 2021 Feb 03, 2022	BUY	$95.76 - $106.67 $861 - $960	9 Added 0.07%	12,972 $1.38 Million
Q3 2021 Nov 10, 2021	SELL	$94.69 - $101.93 $108,609 - $116,913	-1,147 Reduced 8.13%	12,963 $1.24 Million
Q2 2021 Aug 04, 2021	BUY	$88.83 - $95.54 $28,159 - $30,286	317 Added 2.3%	14,110 $1.35 Million
Q1 2021 May 03, 2021	BUY	$81.34 - $87.82 $77,842 - $84,043	957 Added 7.46%	13,793 $1.21 Million
Q4 2020 Jan 25, 2021	BUY	$72.19 - $82.34 $521,428 - $594,741	7,223 Added 128.68%	12,836 $1.06 Million
Q3 2020 Nov 05, 2020	BUY	$67.13 - $78.5 $9,666 - $11,304	144 Added 2.63%	5,613 $826,000
Q2 2020 Jul 24, 2020	SELL	$52.49 - $69.03 $157 - $207	-3 Reduced 0.05%	5,469 $732,000
Q1 2020 May 01, 2020	BUY	$47.53 - $70.87 $4,705 - $7,016	99 Added 1.84%	5,472 $601,000
Q4 2019 Feb 10, 2020	BUY	$59.6 - $67.25 $9,834 - $11,096	165 Added 3.17%	5,373 $720,000
Q3 2019 Nov 01, 2019	SELL	$61.15 - $62.5 $2,935 - $3,000	-48 Reduced 0.91%	5,208 $644,000
Q2 2019 Jul 26, 2019	BUY	N/A	188 Added 3.71%	5,256 $641,000
Q1 2019 May 01, 2019	BUY	N/A	68 Added 1.36%	5,068 $599,000
Q4 2018 Feb 07, 2019	BUY	N/A	5,000 New	5,000 $516,000
Q3 2018 Nov 01, 2018	SELL	N/A	-6,624 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	N/A	159 Added 2.46%	6,624 $747,000
Q1 2018 May 07, 2018	BUY	N/A	1,413 Added 27.97%	6,465 $6.47 Million
Q4 2017 Jan 31, 2018	BUY	N/A	597 Added 13.4%	5,052 $561,000
Q3 2017 Nov 13, 2017	BUY	N/A	982 Added 28.28%	4,455 $466,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,473	3,473 $355,000

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Jnba Financial Advisors Ishares Tr Msci Usa Esg Select Transaction History