West Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, West Financial Advisors, LLC holds 5,283 shares of SUSA stock, worth $634,065. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,283
Previous 5,140 2.78%
Holding current value
$634,065
Previous $618,000 3.88%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 14, 2025
BUY
$118.0 - $127.04 $16,874 - $18,166
143 Added 2.78%
5,283 $642,000
Q3 2024

Oct 08, 2024
SELL
$108.44 - $120.37 $43,809 - $48,629
-404 Reduced 7.29%
5,140 $618,000
Q2 2024

Jul 15, 2024
BUY
$102.41 - $112.98 $35,741 - $39,430
349 Added 6.72%
5,544 $622,000
Q4 2023

Jan 11, 2024
SELL
$85.36 - $100.86 $89,030 - $105,196
-1,043 Reduced 16.72%
5,195 $522,000
Q2 2023

Jul 07, 2023
SELL
$85.65 - $93.64 $256 - $280
-3 Reduced 0.05%
6,238 $584,000
Q1 2023

Apr 18, 2023
SELL
$81.64 - $90.01 $18,124 - $19,982
-222 Reduced 3.43%
6,241 $547,000
Q2 2022

Jul 14, 2022
BUY
$78.1 - $97.98 $2,030 - $2,547
26 Added 0.4%
6,463 $521,000
Q1 2022

Apr 18, 2022
BUY
$89.45 - $106.35 $3,220 - $3,828
36 Added 0.56%
6,437 $623,000
Q4 2021

Jan 19, 2022
SELL
$95.76 - $106.67 $23,652 - $26,347
-247 Reduced 3.72%
6,401 $680,000
Q3 2021

Oct 13, 2021
BUY
$94.69 - $101.93 $91,754 - $98,770
969 Added 17.06%
6,648 $638,000
Q2 2021

Jul 27, 2021
BUY
$88.83 - $95.54 $42,549 - $45,763
479 Added 9.21%
5,679 $543,000
Q4 2020

Feb 22, 2021
BUY
$72.19 - $82.34 $184,806 - $210,790
2,560 Added 96.97%
5,200 $428,000
Q4 2020

Feb 02, 2021
BUY
$72.19 - $82.34 $190,581 - $217,377
2,640 New
2,640 $353 Million

Others Institutions Holding SUSA

# of Institutions
525
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
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