Sanford Advisory Services, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 6,920 shares of SUSA stock, worth $794,623. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,920

Previous 6,412 7.92%

Holding current value

$794,623

Previous $487,000 16.84%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$75.77 - $88.09 $38,491 - $44,749	508 Added 7.92%	6,920 $569,000
Q3 2022 Nov 09, 2022	BUY	$75.91 - $92.66 $11,462 - $13,991	151 Added 2.41%	6,412 $487,000
Q2 2022 Jul 28, 2022	SELL	$78.1 - $97.98 $89,346 - $112,089	-1,144 Reduced 15.45%	6,261 $505,000
Q1 2022 Jul 28, 2022	SELL	$89.45 - $106.35 $22,094 - $26,268	-247 Reduced 3.23%	7,405 $717,000
Q3 2021 Jul 28, 2022	BUY	$94.69 - $101.93 $3,787 - $4,077	40 Added 0.53%	7,652 $734,000
Q2 2021 Jul 28, 2022	BUY	$88.83 - $95.54 $18,565 - $19,967	209 Added 2.82%	7,612 $727,000
Q1 2021 Jul 28, 2022	SELL	$81.34 - $87.82 $11,794 - $12,733	-145 Reduced 1.92%	7,403 $650,000
Q4 2020 Jul 28, 2022	BUY	$72.19 - $82.34 $544,890 - $621,502	7,548 New	7,548 $622,000

Others Institutions Holding SUSA

# of Institutions

519

Shares Held

18.6M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Sanford Advisory Services, LLC Ishares Tr Msci Usa Esg Select Transaction History