Sand Hill Global Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sand Hill Global Advisors, LLC

$2.37 Billion
Q3 2024

A detailed history of Sand Hill Global Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 3,038 shares of SUSA stock, worth $378,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,038

Previous 2,922 3.97%

Holding current value

$378,261

Previous $328,000 11.28%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$108.44 - $120.37 $12,579 - $13,962	116 Added 3.97%	3,038 $365,000
Q1 2024 May 13, 2024	SELL	$98.48 - $109.17 $18,514 - $20,523	-188 Reduced 6.05%	2,922 $318,000
Q3 2023 Nov 13, 2023	SELL	$89.49 - $97.11 $31,589 - $34,279	-353 Reduced 10.19%	3,110 $279,000
Q1 2023 May 12, 2023	SELL	$81.64 - $90.01 $14,531 - $16,021	-178 Reduced 4.89%	3,463 $303,000
Q4 2022 Feb 10, 2023	SELL	$75.77 - $88.09 $46,219 - $53,734	-610 Reduced 14.35%	3,641 $299,000
Q3 2022 Nov 14, 2022	BUY	$75.91 - $92.66 $109,234 - $133,337	1,439 Added 51.17%	4,251 $323,000
Q2 2022 Aug 15, 2022	BUY	$78.1 - $97.98 $8,669 - $10,875	111 Added 4.11%	2,812 $227,000
Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $258,647 - $288,115	2,701 New	2,701 $287,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.

Account

Sand Hill Global Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History