Creative One Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,957 shares of SUSL stock, worth $351,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,957

Previous 3,301 10.42%

Holding current value

$351,262

Previous $357,000 3.08%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$108.03 - $117.04 $37,162 - $40,261	-344 Reduced 10.42%	2,957 $346,000
Q2 2025 Aug 12, 2025	SELL	$86.12 - $108.35 $29,108 - $36,622	-338 Reduced 9.29%	3,301 $357,000
Q1 2025 May 14, 2025	BUY	$95.35 - $107.82 $7,723 - $8,733	81 Added 2.28%	3,639 $348,000
Q4 2024 Feb 13, 2025	SELL	$100.38 - $107.86 $109,514 - $117,675	-1,091 Reduced 23.47%	3,558 $366,000
Q3 2024 Nov 13, 2024	BUY	$91.41 - $101.59 $30,073 - $33,423	329 Added 7.62%	4,649 $471,000

Q2 2024 Aug 14, 2024	SELL	$87.95 - $97.99 $28,583 - $31,846	-325 Reduced 7.0%	4,320 $421,000
Q1 2024 May 14, 2024	SELL	$82.96 - $93.97 $99,303 - $112,482	-1,197 Reduced 20.49%	4,645 $436,000
Q4 2023 Feb 09, 2024	SELL	$72.21 - $84.55 $48,669 - $56,986	-674 Reduced 10.34%	5,842 $493,000
Q3 2023 Oct 17, 2023	BUY	$74.91 - $80.11 $488,113 - $521,996	6,516 New	6,516 $491,000

Others Institutions Holding SUSL

# of Institutions

193

Shares Held

6.46M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Creative One Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History