A detailed history of Jnba Financial Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Jnba Financial Advisors holds 6,891 shares of SUSA stock, worth $845,939. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,891
Previous 8,159 15.54%
Holding current value
$845,939
Previous $916,000 9.5%
% of portfolio
0.08%
Previous 0.1%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$108.44 - $120.37 $137,501 - $152,629
-1,268 Reduced 15.54%
6,891 $829,000
Q2 2024

Jul 22, 2024

SELL
$102.41 - $112.98 $78,958 - $87,107
-771 Reduced 8.63%
8,159 $916,000
Q1 2024

Apr 26, 2024

SELL
$98.48 - $109.17 $112,956 - $125,217
-1,147 Reduced 11.38%
8,930 $974,000
Q4 2023

Feb 07, 2024

BUY
$85.36 - $100.86 $11,438 - $13,515
134 Added 1.35%
10,077 $1.01 Million
Q3 2023

Nov 02, 2023

SELL
$89.49 - $97.11 $83,941 - $91,089
-938 Reduced 8.62%
9,943 $894,000
Q2 2023

Aug 03, 2023

BUY
$85.65 - $93.64 $34,174 - $37,362
399 Added 3.81%
10,881 $1.02 Million
Q1 2023

May 01, 2023

BUY
$81.64 - $90.01 $2,449 - $2,700
30 Added 0.29%
10,482 $920,000
Q4 2022

Feb 06, 2023

SELL
$75.77 - $88.09 $7,198 - $8,368
-95 Reduced 0.9%
10,452 $860,000
Q3 2022

Nov 07, 2022

SELL
$75.91 - $92.66 $8,957 - $10,933
-118 Reduced 1.11%
10,547 $801,000
Q2 2022

Jul 22, 2022

BUY
$78.1 - $97.98 $22,024 - $27,630
282 Added 2.72%
10,665 $861,000
Q1 2022

Apr 29, 2022

SELL
$89.45 - $106.35 $231,586 - $275,340
-2,589 Reduced 19.96%
10,383 $1.01 Million
Q4 2021

Feb 03, 2022

BUY
$95.76 - $106.67 $861 - $960
9 Added 0.07%
12,972 $1.38 Million
Q3 2021

Nov 10, 2021

SELL
$94.69 - $101.93 $108,609 - $116,913
-1,147 Reduced 8.13%
12,963 $1.24 Million
Q2 2021

Aug 04, 2021

BUY
$88.83 - $95.54 $28,159 - $30,286
317 Added 2.3%
14,110 $1.35 Million
Q1 2021

May 03, 2021

BUY
$81.34 - $87.82 $77,842 - $84,043
957 Added 7.46%
13,793 $1.21 Million
Q4 2020

Jan 25, 2021

BUY
$72.19 - $82.34 $521,428 - $594,741
7,223 Added 128.68%
12,836 $1.06 Million
Q3 2020

Nov 05, 2020

BUY
$67.13 - $78.5 $9,666 - $11,304
144 Added 2.63%
5,613 $826,000
Q2 2020

Jul 24, 2020

SELL
$52.49 - $69.03 $157 - $207
-3 Reduced 0.05%
5,469 $732,000
Q1 2020

May 01, 2020

BUY
$47.53 - $70.87 $4,705 - $7,016
99 Added 1.84%
5,472 $601,000
Q4 2019

Feb 10, 2020

BUY
$59.6 - $67.25 $9,834 - $11,096
165 Added 3.17%
5,373 $720,000
Q3 2019

Nov 01, 2019

SELL
$61.15 - $62.5 $2,935 - $3,000
-48 Reduced 0.91%
5,208 $644,000
Q2 2019

Jul 26, 2019

BUY
N/A
188 Added 3.71%
5,256 $641,000
Q1 2019

May 01, 2019

BUY
N/A
68 Added 1.36%
5,068 $599,000
Q4 2018

Feb 07, 2019

BUY
N/A
5,000 New
5,000 $516,000
Q3 2018

Nov 01, 2018

SELL
N/A
-6,624 Closed
0 $0
Q2 2018

Jul 17, 2018

BUY
N/A
159 Added 2.46%
6,624 $747,000
Q1 2018

May 07, 2018

BUY
N/A
1,413 Added 27.97%
6,465 $6.47 Million
Q4 2017

Jan 31, 2018

BUY
N/A
597 Added 13.4%
5,052 $561,000
Q3 2017

Nov 13, 2017

BUY
N/A
982 Added 28.28%
4,455 $466,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,473
3,473 $355,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
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