Dynamic Advisor Solutions LLC Ishares Tr Msci Usa Esg Select Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 2,045 shares of SUSA stock, worth $249,469. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,045
Previous 1,956 4.55%
Holding current value
$249,469
Previous $237,000 1.69%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$113.22 - $126.36 $10,076 - $11,246
89 Added 4.55%
2,045 $233,000
Q4 2024

Jan 21, 2025
BUY
$118.0 - $127.04 $6,608 - $7,114
56 Added 2.95%
1,956 $237,000
Q3 2024

Oct 07, 2024
SELL
$108.44 - $120.37 $43,592 - $48,388
-402 Reduced 17.46%
1,900 $228,000
Q2 2024

Jul 15, 2024
BUY
$102.41 - $112.98 $102 - $112
1 Added 0.04%
2,302 $258,000
Q1 2024

Apr 12, 2024
BUY
$98.48 - $109.17 $226,602 - $251,200
2,301 New
2,301 $251,000
Q3 2023

Oct 10, 2023
SELL
$89.49 - $97.11 $229,452 - $248,990
-2,564 Reduced 44.54%
3,192 $287,000
Q2 2023

Aug 03, 2023
SELL
$85.65 - $93.64 $108,261 - $118,360
-1,264 Reduced 18.01%
5,756 $538,000
Q1 2023

Apr 10, 2023
SELL
$81.64 - $90.01 $315,293 - $347,618
-3,862 Reduced 35.49%
7,020 $616,000
Q4 2022

Jan 12, 2023
SELL
$75.77 - $88.09 $92,742 - $107,822
-1,224 Reduced 10.11%
10,882 $0
Q3 2022

Oct 20, 2022
SELL
$75.91 - $92.66 $440,050 - $537,150
-5,797 Reduced 32.38%
12,106 $919,000
Q2 2022

Jul 27, 2022
SELL
$78.1 - $97.98 $144,094 - $180,773
-1,845 Reduced 9.34%
17,903 $1.45 Million
Q1 2022

Apr 11, 2022
BUY
$89.45 - $106.35 $30,234 - $35,946
338 Added 1.74%
19,748 $1.91 Million
Q4 2021

Jan 26, 2022
SELL
$95.76 - $106.67 $195,733 - $218,033
-2,044 Reduced 9.53%
19,410 $2.06 Million
Q3 2021

Oct 28, 2021
SELL
$94.69 - $101.93 $22,630 - $24,361
-239 Reduced 1.1%
21,454 $2.06 Million
Q2 2021

Aug 10, 2021
BUY
$88.83 - $95.54 $294,293 - $316,524
3,313 Added 18.03%
21,693 $2.07 Million
Q1 2021

Apr 27, 2021
BUY
$81.34 - $87.82 $1.11 Million - $1.2 Million
13,662 Added 289.57%
18,380 $1.61 Million
Q4 2020

Feb 03, 2021
BUY
$72.19 - $82.34 $181,124 - $206,591
2,509 Added 113.58%
4,718 $388,000
Q3 2020

Oct 27, 2020
BUY
$67.13 - $78.5 $148,290 - $173,406
2,209 New
2,209 $325,000
Q1 2020

May 07, 2020
SELL
$47.53 - $70.87 $72,293 - $107,793
-1,521 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$59.6 - $67.25 $90,651 - $102,287
1,521 New
1,521 $204,000

Others Institutions Holding SUSA

# of Institutions
522
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
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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