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

Cws Financial Advisors, LLC

$332 Million
Q2 2025

A detailed history of Cws Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 4,410 shares of SUSA stock, worth $586,265. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,410

Previous 4,403 0.16%

Holding current value

$586,265

Previous $505,000 10.5%

% of portfolio

0.17%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$101.97 - $126.75 $713 - $887	7 Added 0.16%	4,410 $558,000
Q1 2025 May 13, 2025	BUY	$113.22 - $126.36 $792 - $884	7 Added 0.16%	4,403 $505,000
Q4 2024 Feb 04, 2025	SELL	$118.0 - $127.04 $63,248 - $68,093	-536 Reduced 10.87%	4,396 $534,000
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $6,181 - $6,861	-57 Reduced 1.14%	4,932 $593,000
Q2 2024 Jul 31, 2024	BUY	$102.41 - $112.98 $512 - $564	5 Added 0.1%	4,989 $560,000
Q1 2024 May 01, 2024	BUY	$98.48 - $109.17 $886 - $982	9 Added 0.18%	4,984 $544,000
Q4 2023 Feb 08, 2024	SELL	$85.36 - $100.86 $13,316 - $15,734	-156 Reduced 3.04%	4,975 $500,000
Q3 2023 Nov 14, 2023	SELL	$89.49 - $97.11 $357 - $388	-4 Reduced 0.08%	5,131 $461,000
Q2 2023 Aug 14, 2023	BUY	$85.65 - $93.64 $6,766 - $7,397	79 Added 1.56%	5,135 $480,000
Q1 2023 May 09, 2023	BUY	$81.64 - $90.01 $13,307 - $14,671	163 Added 3.33%	5,056 $443,000
Q4 2022 Feb 10, 2023	BUY	$75.77 - $88.09 $4,394 - $5,109	58 Added 1.2%	4,893 $402,000
Q2 2022 Aug 08, 2022	BUY	$78.1 - $97.98 $702 - $881	9 Added 0.19%	4,835 $390,000
Q1 2022 May 03, 2022	BUY	$89.45 - $106.35 $894 - $1,063	10 Added 0.21%	4,826 $467,000
Q4 2021 Feb 15, 2022	SELL	$95.76 - $106.67 $4,883 - $5,440	-51 Reduced 1.05%	4,816 $512,000
Q2 2021 Aug 06, 2021	SELL	$88.83 - $95.54 $2,309 - $2,484	-26 Reduced 0.53%	4,867 $465,000
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $170,151 - $194,075	2,357 Added 92.94%	4,893 $403,000
Q3 2020 Nov 10, 2020	SELL	$67.13 - $78.5 $6,847 - $8,007	-102 Reduced 3.87%	2,536 $373,000
Q2 2020 Aug 11, 2020	BUY	$52.49 - $69.03 $37,582 - $49,425	716 Added 37.25%	2,638 $353,000
Q4 2019 Feb 14, 2020	BUY	$59.6 - $67.25 $114,551 - $129,254	1,922 New	1,922 $258,000

Others Institutions Holding SUSA

# of Institutions

543

Shares Held

18.3M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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