Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024

A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 7,657 shares of SUSA stock, worth $994,108. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,657
Previous 7,611 0.6%
Holding current value
$994,108
Previous $855,000 7.72%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Nov 13, 2024
BUY
$108.44 - $120.37 $4,988 - $5,537
46 Added 0.6%
7,657 $921,000
Q2 2024

Jul 16, 2024
BUY
$102.41 - $112.98 $141,633 - $156,251
1,383 Added 22.21%
7,611 $855,000
Q1 2024

Apr 18, 2024
SELL
$98.48 - $109.17 $38,702 - $42,903
-393 Reduced 5.94%
6,228 $679,000
Q2 2022

Jul 20, 2022
BUY
$78.1 - $97.98 $70,446 - $88,377
902 Added 15.77%
6,621 $534,000
Q1 2021

May 06, 2021
BUY
$81.34 - $87.82 $46,933 - $50,672
577 Added 11.22%
5,719 $502,000
Q4 2020

Feb 19, 2021
BUY
$72.19 - $82.34 $185,600 - $211,696
2,571 Added 100.0%
5,142 $446,000
Q4 2019

Jan 30, 2020
BUY
$59.6 - $67.25 $17,880 - $20,175
300 Added 13.21%
2,571 $345,000
Q4 2018

Feb 14, 2019
BUY
N/A
304 Added 15.46%
2,271 $234,000
Q4 2017

Feb 15, 2018
BUY
N/A
1,967
1,967 $218,000

Others Institutions Holding SUSA

# of Institutions
526
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
Track This Portfolio

Track Edmonds Duncan Registered Investment Advisors, LLC Portfolio

Follow Edmonds Duncan Registered Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edmonds Duncan Registered Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edmonds Duncan Registered Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email