Balance Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Balance Wealth, LLC holds 3,664 shares of SUSL stock, worth $435,246. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,664
Previous 3,747 2.22%
Holding current value
$435,246
Previous $406 Million 5.64%
% of portfolio
0.11%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$108.03 - $117.04 $8,966 - $9,714
-83 Reduced 2.22%
3,664 $429 Million
Q2 2025

Aug 13, 2025
SELL
$86.12 - $108.35 $16,707 - $21,019
-194 Reduced 4.92%
3,747 $406 Million
Q1 2025

Apr 23, 2025
BUY
$95.35 - $107.82 $375,774 - $424,918
3,941 New
3,941 $378 Million

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email