Shepherd Financial Partners LLC Ishares Tr Msci Usa Esg Select Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 21,797 shares of SUSA stock, worth $2.99 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
21,797
Previous 22,360 2.52%
Holding current value
$2.99 Million
Previous $2.83 Million 4.3%
% of portfolio
0.3%
Previous 0.31%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$126.64 - $135.65 $71,298 - $76,370
-563 Reduced 2.52%
21,797 $2.96 Million
Q2 2025

Aug 13, 2025
SELL
$101.97 - $126.75 $15,397 - $19,139
-151 Reduced 0.67%
22,360 $2.83 Million
Q1 2025

Apr 18, 2025
SELL
$113.22 - $126.36 $506,659 - $565,461
-4,475 Reduced 16.58%
22,511 $2.57 Million
Q4 2024

Jan 28, 2025
SELL
$118.0 - $127.04 $120,950 - $130,216
-1,025 Reduced 3.66%
26,986 $3.28 Million
Q3 2024

Oct 28, 2024
SELL
$108.44 - $120.37 $171,226 - $190,064
-1,579 Reduced 5.34%
28,011 $3.37 Million
Q2 2024

Aug 07, 2024
SELL
$102.41 - $112.98 $96,572 - $106,540
-943 Reduced 3.09%
29,590 $3.33 Million
Q1 2024

Apr 22, 2024
BUY
$98.48 - $109.17 $332,862 - $368,994
3,380 Added 12.45%
30,533 $3.33 Million
Q4 2023

Feb 12, 2024
SELL
$85.36 - $100.86 $25,437 - $30,056
-298 Reduced 1.09%
27,153 $2.73 Million
Q3 2023

Nov 08, 2023
SELL
$89.49 - $97.11 $61,300 - $66,520
-685 Reduced 2.43%
27,451 $2.47 Million
Q2 2023

Aug 11, 2023
SELL
$85.65 - $93.64 $45,737 - $50,003
-534 Reduced 1.86%
28,136 $2.63 Million
Q1 2023

May 01, 2023
SELL
$81.64 - $90.01 $8,000 - $8,820
-98 Reduced 0.34%
28,670 $2.52 Million
Q4 2022

Feb 14, 2023
BUY
$75.77 - $88.09 $158,131 - $183,843
2,087 Added 7.82%
28,768 $2.37 Million
Q3 2022

Nov 09, 2022
BUY
$75.91 - $92.66 $22,621 - $27,612
298 Added 1.13%
26,681 $2.03 Million
Q2 2022

Aug 15, 2022
BUY
$78.1 - $97.98 $35,457 - $44,482
454 Added 1.75%
26,383 $2.13 Million
Q1 2022

May 13, 2022
SELL
$89.45 - $106.35 $82,920 - $98,586
-927 Reduced 3.45%
25,929 $2.51 Million
Q4 2021

Feb 14, 2022
BUY
$95.76 - $106.67 $118,359 - $131,844
1,236 Added 4.82%
26,856 $2.85 Million
Q3 2021

Nov 15, 2021
BUY
$94.69 - $101.93 $132,281 - $142,396
1,397 Added 5.77%
25,620 $2.46 Million
Q2 2021

Aug 16, 2021
BUY
$88.83 - $95.54 $26,471 - $28,470
298 Added 1.25%
24,223 $2.31 Million
Q1 2021

May 14, 2021
SELL
$81.34 - $87.82 $229,866 - $248,179
-2,826 Reduced 10.56%
23,925 $2.1 Million
Q4 2020

Feb 16, 2021
BUY
$72.19 - $82.34 $997,449 - $1.14 Million
13,817 Added 106.83%
26,751 $2.2 Million
Q3 2020

Nov 16, 2020
SELL
$67.13 - $78.5 $99,956 - $116,886
-1,489 Reduced 10.32%
12,934 $1.9 Million
Q2 2020

Aug 05, 2020
SELL
$52.49 - $69.03 $34,118 - $44,869
-650 Reduced 4.31%
14,423 $1.93 Million
Q1 2020

May 07, 2020
SELL
$47.53 - $70.87 $58,747 - $87,595
-1,236 Reduced 7.58%
15,073 $1.65 Million
Q4 2019

Jan 31, 2020
BUY
$59.6 - $67.25 $2,086 - $2,353
35 Added 0.22%
16,309 $2.19 Million
Q3 2019

Nov 25, 2019
BUY
$61.15 - $62.5 $66,347 - $67,812
1,085 Added 7.14%
16,274 $2.01 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-185 Reduced 1.2%
15,189 $1.85 Million
Q1 2019

Apr 29, 2019
BUY
N/A
600 Added 4.06%
15,374 $1.82 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-1,478 Reduced 9.09%
14,774 $1.52 Million
Q3 2018

Oct 16, 2018
SELL
N/A
-16 Reduced 0.1%
16,252 $1.83 Million
Q2 2018

Aug 02, 2018
BUY
N/A
5,066 Added 45.22%
16,268 $1.84 Million
Q1 2018

May 01, 2018
BUY
N/A
1,510 Added 15.58%
11,202 $1.24 Million
Q4 2017

Feb 14, 2018
BUY
N/A
764 Added 8.56%
9,692 $1.08 Million
Q3 2017

Nov 13, 2017
BUY
N/A
8,928
8,928 $942,000

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
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More about SUSA
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