Walkner Condon Financial Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History

Walkner Condon Financial Advisors LLC

$529 Million
Q2 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,397 shares of SUSA stock, worth $732,049. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,397

Previous 5,349 0.9%

Holding current value

$732,049

Previous $614,000 11.4%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$101.97 - $126.75 $4,894 - $6,084	48 Added 0.9%	5,397 $684,000
Q4 2024 Jan 29, 2025	SELL	$118.0 - $127.04 $826 - $889	-7 Reduced 0.13%	5,349 $650,000
Q3 2024 Oct 31, 2024	SELL	$108.44 - $120.37 $1,301 - $1,444	-12 Reduced 0.22%	5,356 $644,000
Q2 2024 Jul 26, 2024	SELL	$102.41 - $112.98 $2,150 - $2,372	-21 Reduced 0.39%	5,368 $603,000
Q1 2024 Apr 22, 2024	SELL	$98.48 - $109.17 $3,151 - $3,493	-32 Reduced 0.59%	5,389 $588,000
Q3 2023 Oct 19, 2023	SELL	$89.49 - $97.11 $3,221 - $3,495	-36 Reduced 0.66%	5,421 $487,000
Q1 2023 Apr 20, 2023	BUY	$81.64 - $90.01 $1,877 - $2,070	23 Added 0.42%	5,457 $478,000
Q2 2022 Aug 04, 2022	SELL	$78.1 - $97.98 $3,904 - $4,899	-50 Reduced 0.91%	5,434 $438,000
Q1 2022 May 03, 2022	BUY	$89.45 - $106.35 $490,543 - $583,223	5,484 New	5,484 $531 Million
Q3 2021 Nov 04, 2021	SELL	$94.69 - $101.93 $522,878 - $562,857	-5,522 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$88.83 - $95.54 $3,553 - $3,821	-40 Reduced 0.72%	5,522 $528,000
Q4 2020 Jan 12, 2021	BUY	$72.19 - $82.34 $200,760 - $228,987	2,781 Added 100.0%	5,562 $458,000
Q3 2020 Nov 10, 2020	SELL	$67.13 - $78.5 $1,946 - $2,276	-29 Reduced 1.03%	2,781 $409,000
Q4 2019 Aug 26, 2020	BUY	$59.6 - $67.25 $167,476 - $188,972	2,810 New	2,810 $377,000

Others Institutions Holding SUSA

# of Institutions

546

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Walkner Condon Financial Advisors LLC Ishares Tr Msci Usa Esg Select Transaction History