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

One Wealth Advisors, LLC

$662 Million
Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, One Wealth Advisors, LLC holds 17,373 shares of SUSA stock, worth $2.12 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

17,373

Previous 17,396 0.13%

Holding current value

$2.12 Million

Previous $2.09 Million 0.91%

% of portfolio

0.32%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$118.0 - $127.04 $2,714 - $2,921	-23 Reduced 0.13%	17,373 $2.11 Million
Q3 2024 Oct 16, 2024	SELL	$108.44 - $120.37 $45,002 - $49,953	-415 Reduced 2.33%	17,396 $2.09 Million
Q2 2024 Aug 13, 2024	BUY	$102.41 - $112.98 $14,644 - $16,156	143 Added 0.81%	17,811 $2 Million
Q1 2024 Apr 15, 2024	SELL	$98.48 - $109.17 $6,598 - $7,314	-67 Reduced 0.38%	17,668 $1.93 Million
Q4 2023 Feb 13, 2024	SELL	$85.36 - $100.86 $54,374 - $64,247	-637 Reduced 3.47%	17,735 $1.78 Million
Q3 2023 Nov 01, 2023	BUY	$89.49 - $97.11 $79,556 - $86,330	889 Added 5.08%	18,372 $1.65 Million
Q2 2023 Aug 14, 2023	SELL	$85.65 - $93.64 $9,078 - $9,925	-106 Reduced 0.6%	17,483 $1.64 Million
Q1 2023 May 15, 2023	SELL	$81.64 - $90.01 $29,716 - $32,763	-364 Reduced 2.03%	17,589 $1.54 Million
Q4 2022 Feb 14, 2023	SELL	$75.77 - $88.09 $28,337 - $32,945	-374 Reduced 2.04%	17,953 $1.48 Million
Q3 2022 Nov 14, 2022	BUY	$75.91 - $92.66 $85,095 - $103,871	1,121 Added 6.52%	18,327 $1.39 Million
Q2 2022 Aug 15, 2022	BUY	$78.1 - $97.98 $1.34 Million - $1.69 Million	17,206 New	17,206 $1.39 Million

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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One Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History