Bell Investment Advisors, Inc Ishares Tr Msci Usa Esg Select Transaction History

Bell Investment Advisors, Inc

  • $542 Million
  • Q3 2024

A detailed history of Bell Investment Advisors, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 932 shares of SUSA stock, worth $117,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares
932
Previous 1,062 12.24%
Holding current value
$117,506
Previous $119,000 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$108.44 - $120.37 $14,097 - $15,648
-130 Reduced 12.24%
932 $112,000
Q2 2024

Aug 07, 2024
SELL
$102.41 - $112.98 $409 - $451
-4 Reduced 0.38%
1,062 $119,000
Q1 2024

May 08, 2024
SELL
$98.48 - $109.17 $15,658 - $17,358
-159 Reduced 12.98%
1,066 $116,000
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $2,902 - $3,429
34 Added 2.85%
1,225 $123,000
Q3 2023

Nov 08, 2023
SELL
$89.49 - $97.11 $75,440 - $81,863
-843 Reduced 41.45%
1,191 $107,000
Q2 2023

Aug 09, 2023
SELL
$85.65 - $93.64 $89,161 - $97,479
-1,041 Reduced 33.85%
2,034 $190,000
Q1 2023

May 10, 2023
BUY
$81.64 - $90.01 $489 - $540
6 Added 0.2%
3,075 $269,000
Q4 2022

Feb 08, 2023
BUY
$75.77 - $88.09 $227 - $264
3 Added 0.1%
3,069 $252,000
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $781 - $979
10 Added 0.33%
3,066 $247,000
Q4 2021

Feb 14, 2022
SELL
$95.76 - $106.67 $352,971 - $393,185
-3,686 Reduced 54.67%
3,056 $325,000
Q3 2021

Nov 12, 2021
BUY
$94.69 - $101.93 $638,399 - $687,212
6,742 New
6,742 $647,000

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

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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