Tri Star Advisors Inc. Ishares Tr Msci Usa Esg Select Transaction History

Tri Star Advisors Inc.

$5.9 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 15, 2020	SELL	$67.13 - $78.5 $190,045 - $222,233	-2,831 Closed	0 $0
Q2 2020 Aug 18, 2020	BUY	$52.49 - $69.03 $148,599 - $195,423	2,831 New	2,831 $395,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$195 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$183 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$143 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$123 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$99.7 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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