Accredited Investors Inc. Ishares Tr Msci Usa Esg Select Transaction History

Accredited Investors Inc.

$1.65 Billion
Q4 2024

A detailed history of Accredited Investors Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Accredited Investors Inc. holds 59,968 shares of SUSA stock, worth $7.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

59,968

Previous 61,920 3.15%

Holding current value

$7.2 Million

Previous $7.45 Million 2.17%

% of portfolio

0.44%

Previous 0.44%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$118.0 - $127.04 $230,336 - $247,982	-1,952 Reduced 3.15%	59,968 $7.29 Million
Q3 2024 Nov 06, 2024	SELL	$108.44 - $120.37 $77.5 Million - $86 Million	-714,634 Reduced 92.03%	61,920 $7.45 Million
Q3 2024 Nov 05, 2024	BUY	$108.44 - $120.37 $77.6 Million - $86.2 Million	715,745 Added 1177.04%	776,554 $93.5 Million
Q2 2024 Jul 19, 2024	BUY	$102.41 - $112.98 $1.14 Million - $1.26 Million	11,178 Added 22.52%	60,809 $6.83 Million
Q1 2024 May 14, 2024	SELL	$98.48 - $109.17 $9,060 - $10,043	-92 Reduced 0.19%	49,631 $5.42 Million
Q4 2023 Feb 07, 2024	BUY	$85.36 - $100.86 $34,741 - $41,050	407 Added 0.83%	49,723 $5 Million
Q3 2023 Nov 07, 2023	SELL	$89.49 - $97.11 $45,997 - $49,914	-514 Reduced 1.03%	49,316 $4.44 Million
Q2 2023 Aug 03, 2023	SELL	$85.65 - $93.64 $79,740 - $87,178	-931 Reduced 1.83%	49,830 $4.67 Million
Q1 2023 Apr 24, 2023	BUY	$81.64 - $90.01 $212,264 - $234,026	2,600 Added 5.4%	50,761 $4.46 Million
Q4 2022 Feb 07, 2023	BUY	$75.77 - $88.09 $22,731 - $26,427	300 Added 0.63%	48,161 $3.96 Million
Q3 2022 Nov 08, 2022	BUY	$75.91 - $92.66 $63,384 - $77,371	835 Added 1.78%	47,861 $3.63 Million
Q2 2022 Jul 21, 2022	BUY	$78.1 - $97.98 $228,989 - $287,277	2,932 Added 6.65%	47,026 $3.8 Million
Q1 2022 May 06, 2022	BUY	$89.45 - $106.35 $595,915 - $708,503	6,662 Added 17.8%	44,094 $4.27 Million
Q4 2021 Jan 31, 2022	BUY	$95.76 - $106.67 $151,013 - $168,218	1,577 Added 4.4%	37,432 $3.98 Million
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $144,591 - $155,647	1,527 Added 4.45%	35,855 $3.44 Million
Q2 2021 Jul 30, 2021	BUY	$88.83 - $95.54 $308,240 - $331,523	3,470 Added 11.25%	34,328 $3.28 Million
Q1 2021 Apr 16, 2021	BUY	$81.34 - $87.82 $183,096 - $197,682	2,251 Added 7.87%	30,858 $2.71 Million
Q4 2020 Feb 11, 2021	BUY	$72.19 - $82.34 $1.02 Million - $1.17 Million	14,195 Added 98.49%	28,607 $2.36 Million
Q3 2020 Nov 05, 2020	SELL	$67.13 - $78.5 $122,243 - $142,948	-1,821 Reduced 11.22%	14,412 $0
Q2 2020 Jul 29, 2020	BUY	$52.49 - $69.03 $50,810 - $66,821	968 Added 6.34%	16,233 $2.17 Million
Q1 2020 May 15, 2020	BUY	$47.53 - $70.87 $33,841 - $50,459	712 Added 4.89%	15,265 $1.68 Million
Q4 2019 Jan 23, 2020	SELL	$59.6 - $67.25 $1,847 - $2,084	-31 Reduced 0.21%	14,553 $1.95 Million
Q3 2019 Nov 14, 2019	BUY	$61.15 - $62.5 $7,582 - $7,750	124 Added 0.86%	14,584 $1.8 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,794 Added 35.57%	14,460 $0
Q1 2019 Apr 17, 2019	BUY	N/A	1,267 Added 13.48%	10,666 $1.26 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-477 Reduced 4.83%	9,399 $969,000
Q3 2018 Oct 23, 2018	SELL	N/A	-582 Reduced 5.57%	9,876 $1.18 Million
Q2 2018 Jul 31, 2018	SELL	N/A	-252 Reduced 2.35%	10,458 $1.18 Million
Q1 2018 Apr 18, 2018	SELL	N/A	-262 Reduced 2.39%	10,710 $1.19 Million
Q4 2017 Jan 17, 2018	SELL	N/A	-1,089 Reduced 9.03%	10,972 $1.22 Million
Q3 2017 Oct 30, 2017	BUY	N/A	12,061	12,061 $1.26 Million

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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Accredited Investors Inc. Ishares Tr Msci Usa Esg Select Transaction History