Charter Oak Capital Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q4 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 6,159 shares of SUSL stock, worth $731,627. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,159
Previous 6,240 1.3%
Holding current value
$731,627
Previous $730,000 0.14%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$115.02 - $121.67 $9,316 - $9,855
-81 Reduced 1.3%
6,159 $731,000
Q4 2023

Jan 26, 2024
SELL
$72.21 - $84.55 $4,332 - $5,073
-60 Reduced 0.95%
6,240 $526,000
Q2 2022

Jul 21, 2022
BUY
$64.17 - $80.06 $51,336 - $64,048
800 Added 14.55%
6,300 $418,000
Q4 2021

Feb 09, 2022
BUY
$75.52 - $84.98 $75,520 - $84,980
1,000 Added 22.22%
5,500 $464,000
Q3 2021

Nov 08, 2021
BUY
$74.69 - $79.84 $186,725 - $199,600
2,500 Added 125.0%
4,500 $340,000
Q2 2021

Jul 29, 2021
BUY
$70.05 - $75.09 $140,100 - $150,180
2,000 New
2,000 $150,000

Others Institutions Holding SUSL

# of Institutions
195
Shares Held
6.5M
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
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