Baron Silver Stevens Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 1,821 shares of SUSA stock, worth $228,408. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,821

Previous 1,821 -0.0%

Holding current value

$228,408

Previous $204,000 7.35%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$102.41 - $112.98 $12,289 - $13,557	-120 Reduced 6.18%	1,821 $204,000
Q1 2024 May 02, 2024	BUY	$98.48 - $109.17 $191,149 - $211,898	1,941 New	1,941 $211,000
Q2 2023 Jul 24, 2023	BUY	$85.65 - $93.64 $193,226 - $211,251	2,256 New	2,256 $211,000
Q2 2022 Jul 26, 2022	SELL	$78.1 - $97.98 $172,288 - $216,143	-2,206 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$88.83 - $95.54 $195,958 - $210,761	2,206 New	2,206 $210,000
Q1 2021 Apr 27, 2021	SELL	$81.34 - $87.82 $179,436 - $193,730	-2,206 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$72.19 - $82.34 $159,251 - $181,642	2,206 New	2,206 $181,000

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account

Baron Silver Stevens Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History