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

Bluestem Financial Advisors, LLC

  • $214 Million
  • Q3 2024

A detailed history of Bluestem Financial Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Bluestem Financial Advisors, LLC holds 50,485 shares of SUSL stock, worth $5.31 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
50,485
Previous 38,818 30.06%
Holding current value
$5.31 Million
Previous $3.78 Million 35.51%
% of portfolio
2.39%
Previous 1.91%

Shares

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

Nov 14, 2024
BUY
$91.41 - $101.59 $1.07 Million - $1.19 Million
11,667 Added 30.06%
50,485 $5.13 Million
Q2 2024

Aug 05, 2024
SELL
$87.95 - $97.99 $30,254 - $33,708
-344 Reduced 0.88%
38,818 $3.78 Million
Q1 2024

Apr 16, 2024
SELL
$82.96 - $93.97 $39,820 - $45,105
-480 Reduced 1.21%
39,162 $3.68 Million
Q4 2023

Feb 14, 2024
SELL
$72.21 - $84.55 $64,411 - $75,418
-892 Reduced 2.2%
39,642 $3.34 Million
Q3 2023

Nov 13, 2023
BUY
$74.91 - $80.11 $16,555 - $17,704
221 Added 0.55%
40,534 $3.06 Million
Q2 2023

Jul 12, 2023
SELL
$70.03 - $77.42 $52,452 - $57,987
-749 Reduced 1.82%
40,313 $3.12 Million
Q1 2023

Apr 20, 2023
BUY
$65.64 - $72.48 $18,969 - $20,946
289 Added 0.71%
41,062 $2.93 Million
Q4 2022

Jan 11, 2023
SELL
$61.37 - $70.88 $361,592 - $417,624
-5,892 Reduced 12.63%
40,773 $0
Q3 2022

Oct 18, 2022
SELL
$61.76 - $74.65 $93.8 Million - $113 Million
-1,518,044 Reduced 97.02%
46,665 $2.88 Million
Q2 2022

Nov 01, 2022
SELL
$64.17 - $80.06 $1.27 Million - $1.58 Million
-19,774 Reduced 42.37%
26,891 $1.79 Million
Q2 2022

Aug 12, 2022
BUY
$64.17 - $80.06 $99 Million - $123 Million
1,542,326 Added 6890.61%
1,564,709 $112,000
Q1 2022

Apr 08, 2022
SELL
$72.8 - $84.71 $71,271 - $82,931
-979 Reduced 4.19%
22,383 $1.77 Million
Q4 2021

Jan 13, 2022
BUY
$75.52 - $84.98 $466,487 - $524,921
6,177 Added 35.94%
23,362 $1.97 Million
Q3 2021

Oct 19, 2021
BUY
$74.69 - $79.84 $113,528 - $121,356
1,520 Added 9.7%
17,185 $1.3 Million
Q2 2021

Aug 11, 2021
BUY
$70.05 - $75.09 $358,656 - $384,460
5,120 Added 48.55%
15,665 $1.18 Million
Q1 2021

Apr 28, 2021
BUY
$64.07 - $69.29 $71,822 - $77,674
1,121 Added 11.9%
10,545 $731,000
Q4 2020

Jan 12, 2021
BUY
$56.33 - $64.95 $103,647 - $119,508
1,840 Added 24.26%
9,424 $612,000
Q3 2020

Oct 16, 2020
BUY
$54.25 - $62.0 $143,871 - $164,424
2,652 Added 53.77%
7,584 $441,000
Q2 2020

Aug 11, 2020
BUY
$43.04 - $56.18 $212,273 - $277,079
4,932 New
4,932 $267,000

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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