Steward Partners Investment Advisory, LLC Ishares Tr Msci Usa Esg Select Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 62,601 shares of SUSA stock, worth $7.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
62,601
Previous 64,622 3.13%
Holding current value
$7.15 Million
Previous $7.78 Million 2.15%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$118.0 - $127.04 $238,478 - $256,747
-2,021 Reduced 3.13%
62,601 $7.61 Million
Q3 2024

Nov 14, 2024
SELL
$108.44 - $120.37 $448,399 - $497,729
-4,135 Reduced 6.01%
64,622 $7.78 Million
Q2 2024

Aug 08, 2024
SELL
$102.41 - $112.98 $167,235 - $184,496
-1,633 Reduced 2.32%
68,757 $7.73 Million
Q1 2024

May 15, 2024
BUY
$98.48 - $109.17 $6.24 Million - $6.91 Million
63,316 Added 895.05%
70,390 $7.68 Million
Q3 2023

Nov 13, 2023
SELL
$89.49 - $97.11 $9,038 - $9,808
-101 Reduced 1.41%
7,074 $636,000
Q2 2023

Aug 14, 2023
BUY
$85.65 - $93.64 $4,282 - $4,682
50 Added 0.7%
7,175 $671,000
Q3 2022

Nov 10, 2022
SELL
$75.91 - $92.66 $458,040 - $559,110
-6,034 Reduced 45.85%
7,125 $541,000
Q2 2022

Aug 04, 2022
SELL
$78.1 - $97.98 $874,876 - $1.1 Million
-11,202 Reduced 45.98%
13,159 $1.06 Million
Q1 2022

May 02, 2022
BUY
$89.45 - $106.35 $49,823 - $59,236
557 Added 2.34%
24,361 $2.36 Million
Q4 2021

Feb 08, 2022
SELL
$95.76 - $106.67 $10,342 - $11,520
-108 Reduced 0.45%
23,804 $2.53 Million
Q3 2021

Nov 12, 2021
BUY
$94.69 - $101.93 $87,020 - $93,673
919 Added 4.0%
23,912 $2.29 Million
Q2 2021

Aug 13, 2021
SELL
$88.83 - $95.54 $28,425 - $30,572
-320 Reduced 1.37%
22,993 $2.2 Million
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $1.52 Million - $1.64 Million
18,637 Added 398.57%
23,313 $0
Q4 2020

Feb 11, 2021
BUY
$72.19 - $82.34 $91,897 - $104,818
1,273 Added 37.41%
4,676 $385,000
Q3 2020

Oct 30, 2020
BUY
$67.13 - $78.5 $12,553 - $14,679
187 Added 5.81%
3,403 $501,000
Q2 2020

Aug 06, 2020
SELL
$52.49 - $69.03 $12,072 - $15,876
-230 Reduced 6.67%
3,216 $430,000
Q1 2020

Apr 29, 2020
SELL
$47.53 - $70.87 $1,093 - $1,630
-23 Reduced 0.66%
3,446 $378,000
Q4 2019

Jan 17, 2020
BUY
$59.6 - $67.25 $58,586 - $66,106
983 Added 39.54%
3,469 $465,000
Q3 2019

Oct 30, 2019
BUY
$61.15 - $62.5 $61 - $62
1 Added 0.04%
2,486 $307,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,485 New
2,485 $302,000
Q4 2018

Jan 15, 2019
SELL
N/A
-685 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
25 Added 3.79%
685 $77,000
Q4 2017

Jan 19, 2018
BUY
N/A
600 Added 1000.0%
660 $73,000
Q2 2017

Nov 22, 2017
BUY
N/A
60
60 $6,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email