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

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q1 2025

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 1,779 shares of SUSA stock, worth $204,282. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,779

Previous 1,821 2.31%

Holding current value

$204,282

Previous $221,000 7.69%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$113.22 - $126.36 $4,755 - $5,307	-42 Reduced 2.31%	1,779 $204,000
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

522

Shares Held

18.5M

Call Options Held

Put Options Held

200

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About ISHARES TR MSCI USA ESG SELECT

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