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

Bluestem Financial Advisors, LLC

$214 Million
Q1 2025

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 51,973 shares of SUSL stock, worth $4.97 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

51,973

Previous 51,847 0.24%

Holding current value

$4.97 Million

Previous $5.34 Million 6.8%

% of portfolio

2.33%

Previous 2.51%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$95.35 - $107.82 $12,014 - $13,585	126 Added 0.24%	51,973 $4.98 Million
Q4 2024 Jan 30, 2025	BUY	$100.38 - $107.86 $136,717 - $146,905	1,362 Added 2.7%	51,847 $5.34 Million
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

172

Shares Held

8.04M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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