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

Stewardship Advisors, LLC

  • $288 Million
  • Q1 2024

A detailed history of Stewardship Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Stewardship Advisors, LLC holds 107,555 shares of SUSA stock, worth $12.2 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
107,555
Previous 107,983 0.4%
Holding current value
$12.2 Million
Previous $10.9 Million 8.18%
% of portfolio
4.07%
Previous 3.95%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$98.48 - $109.17 $42,149 - $46,724
-428 Reduced 0.4%
107,555 $11.7 Million
Q4 2023

Jan 10, 2024
BUY
$85.36 - $100.86 $2.02 Million - $2.39 Million
23,685 Added 28.1%
107,983 $10.9 Million
Q3 2023

Oct 11, 2023
BUY
$89.49 - $97.11 $1.48 Million - $1.6 Million
16,511 Added 24.36%
84,298 $7.58 Million
Q2 2023

Jul 10, 2023
BUY
$85.65 - $93.64 $667,898 - $730,204
7,798 Added 13.0%
67,787 $6.35 Million
Q1 2023

Apr 12, 2023
BUY
$81.64 - $90.01 $1.45 Million - $1.6 Million
17,801 Added 42.19%
59,989 $5.27 Million
Q4 2022

Jan 13, 2023
SELL
$79.35 - $88.09 $2.3 Million - $2.55 Million
-28,992 Reduced 40.73%
42,188 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-13,061 Reduced 15.5%
71,180 $5.4 Million
Q2 2022

Jul 11, 2022
BUY
N/A
3,844 Added 4.78%
84,241 $6.8 Million
Q1 2022

Apr 11, 2022
BUY
N/A
4,813 Added 6.37%
80,397 $7.79 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-18,549 Reduced 19.71%
75,584 $8.03 Million
Q3 2021

Oct 19, 2021
BUY
N/A
30,694 Added 48.38%
94,133 $9.03 Million
Q2 2021

Jul 16, 2021
BUY
N/A
369 Added 0.59%
63,439 $6.06 Million
Q1 2021

Apr 20, 2021
BUY
N/A
3,533 Added 5.93%
63,070 $5.54 Million
Q4 2020

Jan 19, 2021
BUY
N/A
59,537 New
59,537 $4.9 Million

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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