Mutual Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mutual Advisors, LLC holds 8,514 shares of SUSA stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,514

Previous 8,395 1.42%

Holding current value

$1.15 Million

Previous $964,000 11.93%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$101.97 - $126.75 $12,134 - $15,083	119 Added 1.42%	8,514 $1.08 Million
Q1 2025 Apr 28, 2025	SELL	$113.22 - $126.36 $14,378 - $16,047	-127 Reduced 1.49%	8,395 $964,000
Q4 2024 Jan 17, 2025	SELL	$118.0 - $127.04 $4,484 - $4,827	-38 Reduced 0.44%	8,522 $1.04 Million
Q3 2024 Oct 25, 2024	SELL	$108.44 - $120.37 $7,482 - $8,305	-69 Reduced 0.8%	8,560 $1.03 Million
Q2 2024 Jul 30, 2024	BUY	$102.41 - $112.98 $819 - $903	8 Added 0.09%	8,629 $969,000
Q1 2024 May 02, 2024	SELL	$98.48 - $109.17 $11,719 - $12,991	-119 Reduced 1.36%	8,621 $941,000
Q4 2023 Jan 12, 2024	SELL	$85.36 - $100.86 $26,973 - $31,871	-316 Reduced 3.49%	8,740 $878,000
Q3 2023 Nov 13, 2023	SELL	$89.49 - $97.11 $7,517 - $8,157	-84 Reduced 0.92%	9,056 $814,000
Q2 2023 Jul 31, 2023	SELL	$85.65 - $93.64 $21,755 - $23,784	-254 Reduced 2.7%	9,140 $855,000
Q1 2023 Apr 11, 2023	SELL	$81.64 - $90.01 $120,827 - $133,214	-1,480 Reduced 13.61%	9,394 $824,000
Q4 2022 Jan 12, 2023	SELL	$75.77 - $88.09 $66,829 - $77,695	-882 Reduced 7.5%	10,874 $0
Q3 2022 Nov 03, 2022	BUY	$75.91 - $92.66 $102,098 - $124,627	1,345 Added 12.92%	11,756 $892,000
Q2 2022 Aug 15, 2022	SELL	$78.1 - $97.98 $35,613 - $44,678	-456 Reduced 4.2%	10,411 $840,000
Q1 2022 May 09, 2022	SELL	$89.45 - $106.35 $5.34 Million - $6.35 Million	-59,753 Reduced 84.61%	10,867 $1.05 Million
Q4 2021 Feb 14, 2022	BUY	$95.76 - $106.67 $4.96 Million - $5.53 Million	51,801 Added 275.26%	70,620 $7.5 Million
Q3 2021 Nov 15, 2021	BUY	$94.69 - $101.93 $131,429 - $141,478	1,388 Added 7.96%	18,819 $1.81 Million
Q2 2021 Aug 12, 2021	BUY	$88.83 - $95.54 $7,195 - $7,738	81 Added 0.47%	17,431 $1.67 Million
Q1 2021 May 13, 2021	BUY	$81.34 - $87.82 $25,866 - $27,926	318 Added 1.87%	17,350 $1.52 Million
Q4 2020 Feb 11, 2021	BUY	$72.19 - $82.34 $694,467 - $792,110	9,620 Added 129.79%	17,032 $1.4 Million
Q3 2020 Nov 13, 2020	SELL	$67.13 - $78.5 $28,328 - $33,127	-422 Reduced 5.39%	7,412 $1.09 Million
Q2 2020 Aug 05, 2020	BUY	$52.49 - $69.03 $411,206 - $540,781	7,834 New	7,834 $1.05 Million

Others Institutions Holding SUSA

# of Institutions

545

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Mutual Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History