Financial Perspectives, Inc Ishares Tr Msci Usa Esg Select Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Financial Perspectives, Inc holds 143 shares of SUSA stock, worth $17,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares

143

Previous 142 0.7%

Holding current value

$17,463

Previous $16 Million 7.51%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$108.44 - $120.37 $108 - $120	1 Added 0.7%	143 $17.2 Million
Q1 2024 Apr 19, 2024	BUY	$98.48 - $109.17 $98 - $109	1 Added 0.71%	142 $15.5 Million
Q4 2023 Feb 01, 2024	BUY	$85.36 - $100.86 $85 - $100	1 Added 0.71%	141 $14.2 Million
Q1 2023 Jan 09, 2024	BUY	$81.64 - $90.01 $81 - $90	1 Added 0.72%	140 $12.3 Million
Q3 2022 Jan 09, 2024	BUY	$75.91 - $92.66 $75 - $92	1 Added 0.72%	139 $10.5 Million
Q1 2022 Jan 09, 2024	BUY	$89.45 - $106.35 $89 - $106	1 Added 0.73%	138 $13.3 Million
Q3 2021 Jan 09, 2024	BUY	$94.69 - $101.93 $94 - $101	1 Added 0.74%	137 $13.1 Million
Q2 2021 Jan 09, 2024	SELL	$88.83 - $95.54 $543,373 - $584,418	-6,117 Reduced 97.83%	136 $13 Million
Q1 2021 Jan 09, 2024	BUY	$81.34 - $87.82 $508,619 - $549,138	6,253 New	6,253 $71,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Ishares Tr Msci Usa Esg Select Transaction History