Balanced Rock Investment Advisor Ishares Tr Msci Usa Esg Select Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,424 shares of SUSA stock, worth $332,839. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,424

Previous 2,528 4.11%

Holding current value

$332,839

Previous $320 Million 2.62%

% of portfolio

0.24%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$126.64 - $135.65 $13,170 - $14,107	-104 Reduced 4.11%	2,424 $329 Million
Q2 2025 Aug 14, 2025	SELL	$101.97 - $126.75 $16,519 - $20,533	-162 Reduced 6.02%	2,528 $320 Million
Q1 2025 May 12, 2025	SELL	$113.22 - $126.36 $597,122 - $666,422	-5,274 Reduced 66.22%	2,690 $309 Million
Q4 2024 Feb 13, 2025	SELL	$118.0 - $127.04 $15,576 - $16,769	-132 Reduced 1.63%	7,964 $968 Million
Q3 2024 Nov 13, 2024	SELL	$108.44 - $120.37 $867 - $962	-8 Reduced 0.1%	8,096 $975 Million

Q2 2024 Jul 31, 2024	BUY	$102.41 - $112.98 $62,060 - $68,465	606 Added 8.08%	8,104 $911 Million
Q1 2024 May 13, 2024	SELL	$98.48 - $109.17 $49,535 - $54,912	-503 Reduced 6.29%	7,498 $819 Million
Q4 2023 Feb 13, 2024	BUY	$85.36 - $100.86 $682,965 - $806,980	8,001 New	8,001 $804 Million

Others Institutions Holding SUSA

# of Institutions

561

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Balanced Rock Investment Advisor Ishares Tr Msci Usa Esg Select Transaction History