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

Bluestem Financial Advisors, LLC

  • $214 Million
  • Q3 2024

A detailed history of Bluestem Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bluestem Financial Advisors, LLC holds 11,459 shares of SUSA stock, worth $1.43 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
11,459
Previous 11,318 1.25%
Holding current value
$1.43 Million
Previous $1.27 Million 8.5%
% of portfolio
0.64%
Previous 0.64%

Shares

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

Nov 14, 2024
BUY
$108.44 - $120.37 $15,290 - $16,972
141 Added 1.25%
11,459 $1.38 Million
Q2 2024

Aug 05, 2024
SELL
$102.41 - $112.98 $29,494 - $32,538
-288 Reduced 2.48%
11,318 $1.27 Million
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $512 - $605
6 Added 0.05%
11,606 $1.17 Million
Q2 2023

Jul 12, 2023
SELL
$85.65 - $93.64 $23,896 - $26,125
-279 Reduced 2.35%
11,600 $1.09 Million
Q1 2023

Apr 20, 2023
BUY
$81.64 - $90.01 $408 - $450
5 Added 0.04%
11,879 $1.04 Million
Q4 2022

Jan 11, 2023
BUY
$75.77 - $88.09 $454 - $528
6 Added 0.05%
11,874 $0
Q3 2022

Oct 18, 2022
SELL
$75.91 - $92.66 $60.6 Million - $74 Million
-798,577 Reduced 98.54%
11,868 $901,000
Q2 2022

Nov 01, 2022
SELL
$78.1 - $97.98 $4,764 - $5,976
-61 Reduced 0.51%
11,807 $953,000
Q2 2022

Aug 12, 2022
BUY
$78.1 - $97.98 $62.2 Million - $78.1 Million
797,038 Added 5944.94%
810,445 $71,000
Q4 2021

Jan 13, 2022
SELL
$95.76 - $106.67 $29,015 - $32,321
-303 Reduced 2.21%
13,407 $1.42 Million
Q2 2021

Aug 11, 2021
SELL
$88.83 - $95.54 $18,298 - $19,681
-206 Reduced 1.48%
13,710 $1.31 Million
Q1 2021

Apr 28, 2021
BUY
$81.34 - $87.82 $81 - $87
1 Added 0.01%
13,916 $1.22 Million
Q4 2020

Jan 12, 2021
BUY
$72.19 - $82.34 $507,928 - $579,344
7,036 Added 102.28%
13,915 $1.15 Million
Q3 2020

Oct 16, 2020
SELL
$67.13 - $78.5 $40,546 - $47,414
-604 Reduced 8.07%
6,879 $1.01 Million
Q2 2020

Aug 11, 2020
SELL
$52.49 - $69.03 $36,533 - $48,044
-696 Reduced 8.51%
7,483 $1 Million
Q1 2020

Aug 11, 2020
BUY
$47.53 - $70.87 $9,838 - $14,670
207 Added 2.6%
8,179 $898,000
Q4 2019

Aug 11, 2020
BUY
$59.6 - $67.25 $475,131 - $536,117
7,972 New
7,972 $1.07 Million

Others Institutions Holding SUSA

# of Institutions
506
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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