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 $787,634. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,920
Previous 6,412 7.92%
Holding current value
$787,634
Previous $487,000 16.84%
% of portfolio
0.14%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023
BUY
$79.35 - $88.09 $40,309 - $44,749
508 Added 7.92%
6,920 $569,000
Q3 2022

Nov 09, 2022
BUY
N/A
151 Added 2.41%
6,412 $487,000
Q2 2022

Jul 28, 2022
SELL
N/A
-1,144 Reduced 15.45%
6,261 $505,000
Q1 2022

Jul 28, 2022
SELL
N/A
-247 Reduced 3.23%
7,405 $717,000
Q3 2021

Jul 28, 2022
BUY
N/A
40 Added 0.53%
7,652 $734,000
Q2 2021

Jul 28, 2022
BUY
N/A
209 Added 2.82%
7,612 $727,000
Q1 2021

Jul 28, 2022
SELL
N/A
-145 Reduced 1.92%
7,403 $650,000
Q4 2020

Jul 28, 2022
BUY
N/A
7,548 New
7,548 $622,000

Others Institutions Holding SUSA

# of Institutions
482
Shares Held
19.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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