A detailed history of Advisor Net Financial, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Advisor Net Financial, Inc holds 509 shares of SUSA stock, worth $63,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
509
Previous 509 -0.0%
Holding current value
$63,375
Previous $57,000 7.02%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$98.48 - $109.17 $98 - $109
1 Added 0.2%
509 $55,000
Q4 2023

Jan 19, 2024

SELL
$85.36 - $100.86 $57,532 - $67,979
-674 Reduced 57.02%
508 $51,000
Q2 2023

Jul 14, 2023

BUY
$85.65 - $93.64 $1,113 - $1,217
13 Added 1.11%
1,182 $110,000
Q1 2023

Apr 28, 2023

BUY
$81.64 - $90.01 $5,469 - $6,030
67 Added 6.08%
1,169 $102,000
Q4 2022

Jan 13, 2023

SELL
$75.77 - $88.09 $40,461 - $47,040
-534 Reduced 32.64%
1,102 $0
Q1 2022

Apr 14, 2022

BUY
$89.45 - $106.35 $63,509 - $75,508
710 Added 76.67%
1,636 $158,000
Q4 2021

Jan 19, 2022

BUY
$95.76 - $106.67 $4,404 - $4,906
46 Added 5.23%
926 $98,000
Q4 2020

Feb 04, 2021

BUY
$72.19 - $82.34 $29,309 - $33,430
406 Added 85.65%
880 $72,000
Q3 2020

Nov 06, 2020

SELL
$67.13 - $78.5 $268 - $314
-4 Reduced 0.84%
474 $70,000
Q2 2020

Aug 26, 2020

BUY
$52.49 - $69.03 $839 - $1,104
16 Added 3.46%
478 $64,000
Q1 2020

May 14, 2020

SELL
$47.53 - $70.87 $3,136 - $4,677
-66 Reduced 12.5%
462 $51,000
Q3 2019

Oct 23, 2019

BUY
$61.15 - $62.5 $26,906 - $27,500
440 Added 500.0%
528 $65,000
Q1 2019

May 14, 2019

SELL
N/A
-28 Reduced 24.14%
88 $10,000
Q4 2018

Feb 08, 2019

BUY
N/A
116 New
116 $12,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.