First Foundation Advisors Ishares Tr Msci Usa Esg Select Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, First Foundation Advisors holds 9,412 shares of SUSA stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,412

Previous 9,526 1.2%

Holding current value

$1.16 Million

Previous $1.07 Million 5.79%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$108.44 - $120.37 $12,362 - $13,722	-114 Reduced 1.2%	9,412 $1.13 Million
Q2 2024 Aug 06, 2024	SELL	$102.41 - $112.98 $16,180 - $17,850	-158 Reduced 1.63%	9,526 $1.07 Million
Q1 2024 May 09, 2024	BUY	$98.48 - $109.17 $266,683 - $295,632	2,708 Added 38.82%	9,684 $1.06 Million
Q4 2023 Feb 14, 2024	BUY	$85.36 - $100.86 $96,115 - $113,568	1,126 Added 19.25%	6,976 $701,000
Q3 2023 Nov 15, 2023	BUY	$89.49 - $97.11 $48,593 - $52,730	543 Added 10.23%	5,850 $526,000
Q2 2023 Aug 14, 2023	SELL	$85.65 - $93.64 $74,772 - $81,747	-873 Reduced 14.13%	5,307 $496,000
Q1 2023 May 12, 2023	SELL	$81.64 - $90.01 $302,966 - $334,027	-3,711 Reduced 37.52%	6,180 $542,000
Q4 2022 Feb 14, 2023	SELL	$75.77 - $88.09 $77,967 - $90,644	-1,029 Reduced 9.42%	9,891 $814,000
Q3 2022 Nov 10, 2022	BUY	$75.91 - $92.66 $238,357 - $290,952	3,140 Added 40.36%	10,920 $829,000
Q2 2022 Aug 12, 2022	BUY	$78.1 - $97.98 $607,618 - $762,284	7,780 New	7,780 $628,000

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
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First Foundation Advisors Ishares Tr Msci Usa Esg Select Transaction History