Ifp Advisors, Inc Ishares Tr Msci Usa Esg Select Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ifp Advisors, Inc holds 4 shares of SUSA stock, worth $487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 4 -0.0%

Holding current value

$487

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	SELL	$85.65 - $93.64 $73,487 - $80,343	-858 Reduced 99.54%	4 $0
Q1 2023 Apr 18, 2023	SELL	$81.64 - $90.01 $36,982 - $40,774	-453 Reduced 34.45%	862 $75,000
Q4 2022 Feb 07, 2023	SELL	$75.77 - $88.09 $79,710 - $92,670	-1,052 Reduced 44.44%	1,315 $149,000
Q3 2022 Nov 08, 2022	BUY	$75.91 - $92.66 $6,983 - $8,524	92 Added 4.04%	2,367 $268,000
Q2 2022 Sep 06, 2022	BUY	$78.1 - $97.98 $177,677 - $222,904	2,275 New	2,275 $258,000
Q2 2022 Aug 12, 2022	SELL	$78.1 - $97.98 $177,677 - $222,904	-2,275 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$89.45 - $106.35 $126,392 - $150,272	1,413 Added 163.92%	2,275 $0
Q4 2021 Jan 12, 2022	SELL	$95.76 - $106.67 $58,030 - $64,642	-606 Reduced 41.28%	862 $92,000
Q2 2021 Jul 13, 2021	BUY	$88.83 - $95.54 $51,521 - $55,413	580 Added 65.32%	1,468 $140,000
Q1 2021 Apr 30, 2021	SELL	$81.34 - $87.82 $1,138 - $1,229	-14 Reduced 1.55%	888 $78,000
Q4 2020 Jan 25, 2021	BUY	$72.19 - $82.34 $32,629 - $37,217	452 Added 100.44%	902 $75,000
Q3 2020 Oct 29, 2020	SELL	$67.13 - $78.5 $2,483 - $2,904	-37 Reduced 7.6%	450 $66,000
Q2 2020 Aug 05, 2020	BUY	$52.49 - $69.03 $2,991 - $3,934	57 Added 13.26%	487 $64,000
Q1 2020 May 12, 2020	BUY	$47.53 - $70.87 $6,036 - $9,000	127 Added 41.91%	430 $48,000
Q3 2019 Nov 07, 2019	BUY	$61.15 - $62.5 $13,208 - $13,500	216 Added 248.28%	303 $37,000
Q1 2019 May 15, 2019	SELL	N/A	-309 Reduced 78.03%	87 $10,000
Q4 2018 Jan 23, 2019	SELL	N/A	-94 Reduced 19.18%	396 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-142 Reduced 22.47%	490 $0
Q1 2018 Jun 03, 2019	BUY	N/A	204 Added 47.66%	632 $70,000
Q1 2018 May 09, 2018	SELL	N/A	-204 Reduced 32.28%	428 $0
Q4 2017 Jan 24, 2018	BUY	N/A	279 Added 79.04%	632 $0
Q2 2016 Jun 03, 2019	BUY	N/A	266 Added 305.75%	353 $31,000
Q1 2016 Jun 03, 2019	BUY	N/A	87	87 $10,000

Others Institutions Holding SUSA

# of Institutions

522

Shares Held

18.5M

Call Options Held

Put Options Held

200

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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