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

Bell Investment Advisors, Inc

$603 Million
Q3 2025

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 1,460 shares of SUSA stock, worth $200,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,460

Previous 1,787 18.3%

Holding current value

$200,472

Previous $226,000 12.39%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	SELL	$126.64 - $135.65 $41,411 - $44,357	-327 Reduced 18.3%	1,460 $198,000
Q2 2025 Aug 08, 2025	BUY	$101.97 - $126.75 $88,815 - $110,399	871 Added 95.09%	1,787 $226,000
Q1 2025 May 15, 2025	SELL	$113.22 - $126.36 $1,698 - $1,895	-15 Reduced 1.61%	916 $105,000
Q4 2024 Feb 07, 2025	SELL	$118.0 - $127.04 $118 - $127	-1 Reduced 0.11%	931 $113,000
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

561

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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