Jfs Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,128 shares of SUSA stock, worth $262,956. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,128
Previous 2,650 19.7%
Holding current value
$262,956
Previous $318,000 18.87%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$118.0 - $127.04 $61,596 - $66,314
-522 Reduced 19.7%
2,128 $258,000
Q2 2023

Aug 07, 2023
SELL
$85.65 - $93.64 $72,802 - $79,594
-850 Reduced 24.29%
2,650 $248,000
Q2 2021

Aug 04, 2021
BUY
$88.83 - $95.54 $310,905 - $334,390
3,500 New
3,500 $334,000

Others Institutions Holding SUSA

# of Institutions
517
Shares Held
19.2M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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