Financial Advisory Service, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Financial Advisory Service, Inc.

$1.15 Billion
Q1 2025

A detailed history of Financial Advisory Service, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 616 shares of SUSA stock, worth $70,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares

616

Previous 814 24.32%

Holding current value

$70,735

Previous $98,000 28.57%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$113.22 - $126.36 $22,417 - $25,019	-198 Reduced 24.32%	616 $70,000
Q4 2024 Feb 14, 2025	SELL	$118.0 - $127.04 $2,478 - $2,667	-21 Reduced 2.51%	814 $98,000
Q3 2024 Oct 17, 2024	BUY	$108.44 - $120.37 $2,819 - $3,129	26 Added 3.21%	835 $100,000
Q2 2024 Jul 29, 2024	BUY	$102.41 - $112.98 $204 - $225	2 Added 0.25%	809 $90,000
Q1 2024 Apr 29, 2024	BUY	$98.48 - $109.17 $295 - $327	3 Added 0.37%	807 $88,000
Q4 2023 Jan 23, 2024	SELL	$85.36 - $100.86 $26,461 - $31,266	-310 Reduced 27.83%	804 $80,000
Q2 2023 Aug 08, 2023	BUY	$85.65 - $93.64 $256 - $280	3 Added 0.27%	1,114 $104,000
Q1 2023 May 11, 2023	BUY	$81.64 - $90.01 $326 - $360	4 Added 0.36%	1,111 $97,000
Q4 2022 Feb 01, 2023	BUY	$75.77 - $88.09 $833 - $968	11 Added 1.0%	1,107 $91,000
Q2 2022 Aug 02, 2022	BUY	$78.1 - $97.98 $234 - $293	3 Added 0.27%	1,096 $88,000
Q1 2022 May 04, 2022	BUY	$89.45 - $106.35 $268 - $319	3 Added 0.28%	1,093 $106,000
Q4 2021 Feb 11, 2022	SELL	$95.76 - $106.67 $56,498 - $62,935	-590 Reduced 35.12%	1,090 $116,000
Q2 2021 Jul 29, 2021	BUY	$88.83 - $95.54 $710 - $764	8 Added 0.48%	1,680 $161,000
Q4 2020 Feb 10, 2021	BUY	$72.19 - $82.34 $60,567 - $69,083	839 Added 100.72%	1,672 $138,000
Q3 2020 Nov 16, 2020	BUY	$67.13 - $78.5 $201 - $235	3 Added 0.36%	833 $123,000
Q2 2020 Jul 21, 2020	BUY	$52.49 - $69.03 $314 - $414	6 Added 0.73%	830 $111,000
Q4 2019 Jan 31, 2020	BUY	$59.6 - $67.25 $49,110 - $55,414	824 New	824 $110,000

Others Institutions Holding SUSA

# of Institutions

516

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Financial Advisory Service, Inc. Ishares Tr Msci Usa Esg Select Transaction History