A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 64,622 shares of SUSA stock, worth $7.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
64,622
Previous 68,757 6.01%
Holding current value
$7.93 Million
Previous $7.73 Million 0.67%
% of portfolio
0.07%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$108.44 - $120.37 $448,399 - $497,729
-4,135 Reduced 6.01%
64,622 $7.78 Million
Q2 2024

Aug 08, 2024

SELL
$102.41 - $112.98 $167,235 - $184,496
-1,633 Reduced 2.32%
68,757 $7.73 Million
Q1 2024

May 15, 2024

BUY
$98.48 - $109.17 $6.24 Million - $6.91 Million
63,316 Added 895.05%
70,390 $7.68 Million
Q3 2023

Nov 13, 2023

SELL
$89.49 - $97.11 $9,038 - $9,808
-101 Reduced 1.41%
7,074 $636,000
Q2 2023

Aug 14, 2023

BUY
$85.65 - $93.64 $4,282 - $4,682
50 Added 0.7%
7,175 $671,000
Q3 2022

Nov 10, 2022

SELL
$75.91 - $92.66 $458,040 - $559,110
-6,034 Reduced 45.85%
7,125 $541,000
Q2 2022

Aug 04, 2022

SELL
$78.1 - $97.98 $874,876 - $1.1 Million
-11,202 Reduced 45.98%
13,159 $1.06 Million
Q1 2022

May 02, 2022

BUY
$89.45 - $106.35 $49,823 - $59,236
557 Added 2.34%
24,361 $2.36 Million
Q4 2021

Feb 08, 2022

SELL
$95.76 - $106.67 $10,342 - $11,520
-108 Reduced 0.45%
23,804 $2.53 Million
Q3 2021

Nov 12, 2021

BUY
$94.69 - $101.93 $87,020 - $93,673
919 Added 4.0%
23,912 $2.29 Million
Q2 2021

Aug 13, 2021

SELL
$88.83 - $95.54 $28,425 - $30,572
-320 Reduced 1.37%
22,993 $2.2 Million
Q1 2021

May 14, 2021

BUY
$81.34 - $87.82 $1.52 Million - $1.64 Million
18,637 Added 398.57%
23,313 $0
Q4 2020

Feb 11, 2021

BUY
$72.19 - $82.34 $91,897 - $104,818
1,273 Added 37.41%
4,676 $385,000
Q3 2020

Oct 30, 2020

BUY
$67.13 - $78.5 $12,553 - $14,679
187 Added 5.81%
3,403 $501,000
Q2 2020

Aug 06, 2020

SELL
$52.49 - $69.03 $12,072 - $15,876
-230 Reduced 6.67%
3,216 $430,000
Q1 2020

Apr 29, 2020

SELL
$47.53 - $70.87 $1,093 - $1,630
-23 Reduced 0.66%
3,446 $378,000
Q4 2019

Jan 17, 2020

BUY
$59.6 - $67.25 $58,586 - $66,106
983 Added 39.54%
3,469 $465,000
Q3 2019

Oct 30, 2019

BUY
$61.15 - $62.5 $61 - $62
1 Added 0.04%
2,486 $307,000
Q2 2019

Jul 25, 2019

BUY
N/A
2,485 New
2,485 $302,000
Q4 2018

Jan 15, 2019

SELL
N/A
-685 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
25 Added 3.79%
685 $77,000
Q4 2017

Jan 19, 2018

BUY
N/A
600 Added 1000.0%
660 $73,000
Q2 2017

Nov 22, 2017

BUY
N/A
60
60 $6,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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