West Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, West Financial Advisors, LLC holds 5,140 shares of SUSA stock, worth $634,019. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,140

Previous 5,544 7.29%

Holding current value

$634,019

Previous $622,000 0.64%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$108.44 - $120.37 $43,809 - $48,629	-404 Reduced 7.29%	5,140 $618,000
Q2 2024 Jul 15, 2024	BUY	$102.41 - $112.98 $35,741 - $39,430	349 Added 6.72%	5,544 $622,000
Q4 2023 Jan 11, 2024	SELL	$85.36 - $100.86 $89,030 - $105,196	-1,043 Reduced 16.72%	5,195 $522,000
Q2 2023 Jul 07, 2023	SELL	$85.65 - $93.64 $256 - $280	-3 Reduced 0.05%	6,238 $584,000
Q1 2023 Apr 18, 2023	SELL	$81.64 - $90.01 $18,124 - $19,982	-222 Reduced 3.43%	6,241 $547,000
Q2 2022 Jul 14, 2022	BUY	$78.1 - $97.98 $2,030 - $2,547	26 Added 0.4%	6,463 $521,000
Q1 2022 Apr 18, 2022	BUY	$89.45 - $106.35 $3,220 - $3,828	36 Added 0.56%	6,437 $623,000
Q4 2021 Jan 19, 2022	SELL	$95.76 - $106.67 $23,652 - $26,347	-247 Reduced 3.72%	6,401 $680,000
Q3 2021 Oct 13, 2021	BUY	$94.69 - $101.93 $91,754 - $98,770	969 Added 17.06%	6,648 $638,000
Q2 2021 Jul 27, 2021	BUY	$88.83 - $95.54 $42,549 - $45,763	479 Added 9.21%	5,679 $543,000
Q4 2020 Feb 22, 2021	BUY	$72.19 - $82.34 $184,806 - $210,790	2,560 Added 96.97%	5,200 $428,000
Q4 2020 Feb 02, 2021	BUY	$72.19 - $82.34 $190,581 - $217,377	2,640 New	2,640 $353 Million

Others Institutions Holding SUSA

# of Institutions

504

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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West Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History