Sound Stewardship, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sound Stewardship, LLC

$168 Billion
Q4 2024

A detailed history of Sound Stewardship, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sound Stewardship, LLC holds 10,220 shares of SUSA stock, worth $1.28 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

10,220

Previous 10,296 0.74%

Holding current value

$1.28 Million

Previous $1.24 Billion 0.27%

% of portfolio

0.74%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$118.0 - $127.04 $8,968 - $9,655	-76 Reduced 0.74%	10,220 $1.24 Billion
Q3 2024 Oct 24, 2024	SELL	$108.44 - $120.37 $31,989 - $35,509	-295 Reduced 2.79%	10,296 $1.24 Billion
Q2 2024 Jul 24, 2024	SELL	$102.41 - $112.98 $53,355 - $58,862	-521 Reduced 4.69%	10,591 $1.19 Billion
Q1 2024 May 08, 2024	BUY	$98.48 - $109.17 $18,711 - $20,742	190 Added 1.74%	11,112 $1.21 Billion
Q4 2023 Jan 17, 2024	SELL	$85.36 - $100.86 $104,309 - $123,250	-1,222 Reduced 10.06%	10,922 $1.1 Billion
Q2 2023 Oct 26, 2023	BUY	$85.65 - $93.64 $856 - $936	10 Added 0.08%	12,144 $1.14 Billion
Q1 2023 Oct 26, 2023	SELL	$81.64 - $90.01 $6,041 - $6,660	-74 Reduced 0.61%	12,134 $1.06 Billion
Q4 2022 Oct 26, 2023	BUY	$75.77 - $88.09 $925,000 - $1.08 Million	12,208 New	12,208 $1 Billion

Others Institutions Holding SUSA

# of Institutions

506

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Sound Stewardship, LLC Ishares Tr Msci Usa Esg Select Transaction History