Lfa Lugano Financial Advisors Sa Ishares Tr Msci Usa Esg Select Transaction History

Lfa Lugano Financial Advisors Sa

  • $168 Million
  • Q2 2025

A detailed history of Lfa Lugano Financial Advisors Sa transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 1,343 shares of SUSA stock, worth $176,832. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,343
Previous 47,846 97.19%
Holding current value
$176,832
Previous $5.5 Million 96.91%
% of portfolio
0.1%
Previous 3.77%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$101.97 - $126.75 $4.74 Million - $5.89 Million
-46,503 Reduced 97.19%
1,343 $170,000
Q4 2024

Feb 10, 2025
BUY
$118.0 - $127.04 $297,360 - $320,140
2,520 Added 5.56%
47,846 $5.82 Million
Q3 2024

Nov 07, 2024
SELL
$108.44 - $120.37 $425,084 - $471,850
-3,920 Reduced 7.96%
45,326 $5.46 Million
Q2 2024

Jul 30, 2024
BUY
$102.41 - $112.98 $1.84 Million - $2.03 Million
17,991 Added 57.56%
49,246 $5.53 Million
Q4 2023

Jan 22, 2024
BUY
$85.36 - $100.86 $427,226 - $504,804
5,005 Added 19.07%
31,255 $3.14 Million
Q3 2023

Oct 23, 2023
BUY
$89.49 - $97.11 $501,322 - $544,010
5,602 Added 27.13%
26,250 $2.36 Million
Q1 2023

May 09, 2023
SELL
$81.64 - $90.01 $114,622 - $126,374
-1,404 Reduced 6.37%
20,648 $1.81 Million
Q2 2022

Jul 29, 2022
SELL
$78.1 - $97.98 $117,930 - $147,949
-1,510 Reduced 6.41%
22,052 $1.78 Million
Q4 2021

Jan 20, 2022
SELL
$95.76 - $106.67 $325,775 - $362,891
-3,402 Reduced 12.62%
23,562 $2.5 Million
Q1 2021

Apr 27, 2021
SELL
$81.34 - $87.82 $1.27 Million - $1.37 Million
-15,646 Reduced 36.72%
26,964 $2.37 Million
Q4 2020

Jan 25, 2021
BUY
$72.19 - $82.34 $1.27 Million - $1.44 Million
17,539 Added 69.96%
42,610 $3.51 Million
Q3 2020

Oct 23, 2020
SELL
$67.13 - $78.5 $301,682 - $352,779
-4,494 Reduced 15.2%
25,071 $3.84 Million
Q2 2020

Jul 10, 2020
BUY
$52.49 - $69.03 $747,825 - $983,470
14,247 Added 93.01%
29,565 $3.97 Million
Q4 2019

Jan 10, 2020
BUY
$59.6 - $67.25 $81,771 - $92,267
1,372 Added 9.84%
15,318 $2.05 Million
Q2 2019

Aug 02, 2019
BUY
N/A
775 Added 5.88%
13,946 $1.7 Million
Q1 2019

Apr 30, 2019
BUY
N/A
9,771 Added 287.38%
13,171 $1.56 Million
Q3 2018

Oct 11, 2018
BUY
N/A
3,400 New
3,400 $406,000

Others Institutions Holding SUSA

# of Institutions
543
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Lfa Lugano Financial Advisors Sa Portfolio

Follow Lfa Lugano Financial Advisors Sa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lfa Lugano Financial Advisors Sa, based on Form 13F filings with the SEC.

News

Stay updated on Lfa Lugano Financial Advisors Sa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email