A detailed history of Pfg Advisors transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Pfg Advisors holds 3,649 shares of SUSA stock, worth $434,486. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,649
Previous 3,654 0.14%
Holding current value
$434,486
Previous $398,000 3.02%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$102.41 - $112.98 $512 - $564
-5 Reduced 0.14%
3,649 $410,000
Q4 2023

Jan 19, 2024

BUY
$85.36 - $100.86 $18,949 - $22,390
222 Added 6.47%
3,654 $367,000
Q2 2023

Jul 20, 2023

SELL
$85.65 - $93.64 $153,827 - $168,177
-1,796 Reduced 34.35%
3,432 $321,000
Q1 2023

Apr 20, 2023

SELL
$81.64 - $90.01 $14,205 - $15,661
-174 Reduced 3.22%
5,228 $458,000
Q4 2022

Jan 27, 2023

SELL
$75.77 - $88.09 $20,836 - $24,224
-275 Reduced 4.84%
5,402 $444,000
Q3 2022

Oct 13, 2022

BUY
$75.91 - $92.66 $430,941 - $526,030
5,677 New
5,677 $431,000
Q1 2022

Apr 19, 2022

SELL
$89.45 - $106.35 $390,538 - $464,324
-4,366 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$95.76 - $106.67 $191 - $213
2 Added 0.05%
4,366 $464,000
Q3 2021

Nov 05, 2021

SELL
$94.69 - $101.93 $946 - $1,019
-10 Reduced 0.23%
4,364 $419,000
Q2 2021

Jul 28, 2021

SELL
$88.83 - $95.54 $121,341 - $130,507
-1,366 Reduced 23.8%
4,374 $418,000
Q1 2021

Apr 27, 2021

BUY
$81.34 - $87.82 $34,569 - $37,323
425 Added 8.0%
5,740 $504,000
Q4 2020

Jan 26, 2021

BUY
$72.19 - $82.34 $212,671 - $242,573
2,946 Added 124.36%
5,315 $438,000
Q3 2020

Oct 13, 2020

BUY
$67.13 - $78.5 $159,030 - $185,966
2,369 New
2,369 $355,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Pfg Advisors Portfolio

Follow Pfg Advisors 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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.