Bbjs Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Bbjs Financial Advisors, LLC

$280 Billion
Q3 2024

A detailed history of Bbjs Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 3,446 shares of SUSA stock, worth $420,274. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,446

Previous 3,433 0.38%

Holding current value

$420,274

Previous $386 Million 7.51%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$108.44 - $120.37 $1,409 - $1,564	13 Added 0.38%	3,446 $415 Million
Q2 2024 Jul 15, 2024	BUY	$102.41 - $112.98 $51,819 - $57,167	506 Added 17.29%	3,433 $386 Million
Q1 2024 May 03, 2024	SELL	$98.48 - $109.17 $33,581 - $37,226	-341 Reduced 10.43%	2,927 $320 Million
Q4 2023 Feb 28, 2024	BUY	$85.36 - $100.86 $19,206 - $22,693	225 Added 7.39%	3,268 $328 Million
Q3 2023 Nov 08, 2023	SELL	$89.49 - $97.11 $36,690 - $39,815	-410 Reduced 11.87%	3,043 $274 Million
Q2 2023 Aug 03, 2023	SELL	$85.65 - $93.64 $12,933 - $14,139	-151 Reduced 4.19%	3,453 $323 Million
Q1 2023 May 15, 2023	BUY	$81.64 - $90.01 $39,350 - $43,384	482 Added 15.44%	3,604 $316 Million
Q4 2022 Feb 24, 2023	BUY	$75.77 - $88.09 $236,553 - $275,016	3,122 New	3,122 $257 Million

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Bbjs Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History