Warner Financial, Inc Ishares Tr Msci Usa Esg Select Transaction History

Warner Financial, Inc

  • $268 Million
  • Q3 2025

A detailed history of Warner Financial, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Warner Financial, Inc holds 3,705 shares of SUSA stock, worth $508,733. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,705
Previous 3,702 0.08%
Holding current value
$508,733
Previous $469,000 7.25%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 20, 2025
BUY
$126.64 - $135.65 $379 - $406
3 Added 0.08%
3,705 $503,000
Q2 2025

Jul 21, 2025
SELL
$101.97 - $126.75 $24,472 - $30,420
-240 Reduced 6.09%
3,702 $469,000
Q1 2025

Apr 21, 2025
SELL
$113.22 - $126.36 $291,654 - $325,503
-2,576 Reduced 39.52%
3,942 $453,000
Q4 2024

Jan 22, 2025
BUY
$118.0 - $127.04 $1,062 - $1,143
9 Added 0.14%
6,518 $793,000
Q3 2024

Oct 21, 2024
BUY
$108.44 - $120.37 $29,712 - $32,981
274 Added 4.39%
6,509 $783,000
Q2 2024

Jul 23, 2024
BUY
$102.41 - $112.98 $716 - $790
7 Added 0.11%
6,235 $701,000
Q1 2024

Apr 23, 2024
SELL
$98.48 - $109.17 $26,294 - $29,148
-267 Reduced 4.11%
6,228 $680,000
Q4 2023

Jan 30, 2024
BUY
$85.36 - $100.86 $4,438 - $5,244
52 Added 0.81%
6,495 $653,000
Q3 2023

Nov 06, 2023
SELL
$89.49 - $97.11 $16,108 - $17,479
-180 Reduced 2.72%
6,443 $580,000
Q2 2023

Aug 04, 2023
BUY
$85.65 - $93.64 $599 - $655
7 Added 0.11%
6,623 $620,000
Q1 2023

Apr 24, 2023
SELL
$81.64 - $90.01 $7,429 - $8,190
-91 Reduced 1.36%
6,616 $581,000
Q4 2022

Feb 09, 2023
SELL
$75.77 - $88.09 $3,940 - $4,580
-52 Reduced 0.77%
6,707 $552,000
Q2 2022

Aug 09, 2022
BUY
$78.1 - $97.98 $99,108 - $124,336
1,269 Added 23.11%
6,759 $545,000
Q1 2022

May 05, 2022
BUY
$89.45 - $106.35 $536 - $638
6 Added 0.11%
5,490 $654,000
Q4 2021

May 05, 2022
BUY
$95.76 - $106.67 $525,147 - $584,978
5,484 New
5,484 $583,000

Others Institutions Holding SUSA

# of Institutions
561
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
  • Industry ETFs
More about SUSA
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