Walkner Condon Financial Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,356 shares of SUSA stock, worth $645,290. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,356
Previous 5,368 0.22%
Holding current value
$645,290
Previous $603,000 6.8%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$108.44 - $120.37 $1,301 - $1,444
-12 Reduced 0.22%
5,356 $644,000
Q2 2024

Jul 26, 2024
SELL
$102.41 - $112.98 $2,150 - $2,372
-21 Reduced 0.39%
5,368 $603,000
Q1 2024

Apr 22, 2024
SELL
$98.48 - $109.17 $3,151 - $3,493
-32 Reduced 0.59%
5,389 $588,000
Q3 2023

Oct 19, 2023
SELL
$89.49 - $97.11 $3,221 - $3,495
-36 Reduced 0.66%
5,421 $487,000
Q1 2023

Apr 20, 2023
BUY
$81.64 - $90.01 $1,877 - $2,070
23 Added 0.42%
5,457 $478,000
Q2 2022

Aug 04, 2022
SELL
$78.1 - $97.98 $3,904 - $4,899
-50 Reduced 0.91%
5,434 $438,000
Q1 2022

May 03, 2022
BUY
$89.45 - $106.35 $490,543 - $583,223
5,484 New
5,484 $531 Million
Q3 2021

Nov 04, 2021
SELL
$94.69 - $101.93 $522,878 - $562,857
-5,522 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$88.83 - $95.54 $3,553 - $3,821
-40 Reduced 0.72%
5,522 $528,000
Q4 2020

Jan 12, 2021
BUY
$72.19 - $82.34 $200,760 - $228,987
2,781 Added 100.0%
5,562 $458,000
Q3 2020

Nov 10, 2020
SELL
$67.13 - $78.5 $1,946 - $2,276
-29 Reduced 1.03%
2,781 $409,000
Q4 2019

Aug 26, 2020
BUY
$59.6 - $67.25 $167,476 - $188,972
2,810 New
2,810 $377,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
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
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