A detailed history of Advisor Os, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Advisor Os, LLC holds 3,077 shares of SUSA stock, worth $389,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,077
Previous 3,026 1.69%
Holding current value
$389,178
Previous $340,000 8.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024

BUY
$108.44 - $120.37 $5,530 - $6,138
51 Added 1.69%
3,077 $370,000
Q2 2024

Aug 05, 2024

SELL
$102.41 - $112.98 $24,475 - $27,002
-239 Reduced 7.32%
3,026 $340,000
Q1 2024

May 08, 2024

SELL
$98.48 - $109.17 $15,756 - $17,467
-160 Reduced 4.67%
3,265 $356,000
Q4 2023

Feb 07, 2024

SELL
$85.36 - $100.86 $74,263 - $87,748
-870 Reduced 20.26%
3,425 $344,000
Q3 2023

Nov 02, 2023

BUY
$89.49 - $97.11 $18,792 - $20,393
210 Added 5.14%
4,295 $386,000
Q2 2023

Aug 08, 2023

BUY
$85.65 - $93.64 $349,880 - $382,519
4,085 New
4,085 $382,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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