Stifel Financial Corp Ishares Tr Msci Usa Esg Select Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Stifel Financial Corp holds 31,801 shares of SUSA stock, worth $3.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

31,801

Previous 33,218 4.27%

Holding current value

$3.68 Million

Previous $4 Million 3.3%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$118.0 - $127.04 $167,206 - $180,015	-1,417 Reduced 4.27%	31,801 $3.87 Million
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $183,914 - $204,147	-1,696 Reduced 4.86%	33,218 $4 Million
Q2 2024 Aug 13, 2024	SELL	$102.41 - $112.98 $978,834 - $1.08 Million	-9,558 Reduced 21.49%	34,914 $3.92 Million
Q1 2024 May 13, 2024	SELL	$98.48 - $109.17 $528,246 - $585,587	-5,364 Reduced 10.76%	44,472 $4.86 Million
Q4 2023 Feb 12, 2024	BUY	$85.36 - $100.86 $303,540 - $358,658	3,556 Added 7.68%	49,836 $5.01 Million
Q3 2023 Nov 13, 2023	BUY	$89.49 - $97.11 $489,420 - $531,094	5,469 Added 13.4%	46,280 $4.16 Million
Q2 2023 Aug 14, 2023	BUY	$85.65 - $93.64 $2.76 Million - $3.01 Million	32,166 Added 372.08%	40,811 $3.82 Million
Q1 2023 May 12, 2023	SELL	$81.64 - $90.01 $110,622 - $121,963	-1,355 Reduced 13.55%	8,645 $758,000
Q4 2022 Feb 13, 2023	SELL	$75.77 - $88.09 $452,574 - $526,161	-5,973 Reduced 37.39%	10,000 $823,000
Q3 2022 Nov 14, 2022	SELL	$75.91 - $92.66 $36,057 - $44,013	-475 Reduced 2.89%	15,973 $1.21 Million
Q2 2022 Aug 15, 2022	SELL	$78.1 - $97.98 $67,556 - $84,752	-865 Reduced 5.0%	16,448 $1.33 Million
Q1 2022 May 13, 2022	SELL	$89.45 - $106.35 $358,783 - $426,569	-4,011 Reduced 18.81%	17,313 $1.68 Million
Q4 2021 Feb 14, 2022	BUY	$95.76 - $106.67 $277,512 - $309,129	2,898 Added 15.73%	21,324 $2.27 Million
Q3 2021 Nov 15, 2021	BUY	$94.69 - $101.93 $62,968 - $67,783	665 Added 3.74%	18,426 $1.77 Million
Q2 2021 Aug 13, 2021	BUY	$88.83 - $95.54 $139,729 - $150,284	1,573 Added 9.72%	17,761 $1.7 Million
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $441,188 - $476,335	5,424 Added 50.39%	16,188 $1.42 Million
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $482,734 - $550,607	6,687 Added 164.02%	10,764 $886,000
Q3 2020 Nov 16, 2020	SELL	$67.13 - $78.5 $127,009 - $148,522	-1,892 Reduced 31.7%	4,077 $600,000
Q2 2020 Aug 14, 2020	BUY	$52.49 - $69.03 $8,870 - $11,666	169 Added 2.91%	5,969 $798,000
Q1 2020 May 14, 2020	BUY	$47.53 - $70.87 $63,262 - $94,327	1,331 Added 29.78%	5,800 $635,000
Q4 2019 Feb 13, 2020	SELL	$59.6 - $67.25 $130,285 - $147,008	-2,186 Reduced 32.85%	4,469 $603,000
Q3 2019 Nov 13, 2019	BUY	$61.15 - $62.5 $2,017 - $2,062	33 Added 0.5%	6,655 $822,000
Q2 2019 Aug 14, 2019	BUY	N/A	106 Added 1.63%	6,622 $808,000
Q1 2019 May 14, 2019	SELL	N/A	-1,657 Reduced 20.27%	6,516 $771,000
Q4 2018 Feb 13, 2019	SELL	N/A	-11,771 Reduced 59.02%	8,173 $843,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,975 Added 10.99%	19,944 $2.38 Million
Q2 2018 Aug 14, 2018	BUY	N/A	713 Added 4.13%	17,969 $2.02 Million
Q1 2018 May 11, 2018	BUY	N/A	13,191 Added 324.5%	17,256 $1.91 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-20 Reduced 0.49%	4,065 $449,000
Q3 2017 Nov 13, 2017	BUY	N/A	4,085	4,085 $0

Others Institutions Holding SUSA

# of Institutions

525

Shares Held

19.2M

Call Options Held

Put Options Held

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Stifel Financial Corp Ishares Tr Msci Usa Esg Select Transaction History