Ellevest, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

Ellevest, Inc.

$1.72 Billion
Q4 2024

A detailed history of Ellevest, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ellevest, Inc. holds 110,771 shares of SUSL stock, worth $11.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

110,771

Previous 103,911 6.6%

Holding current value

$11.4 Million

Previous $10.5 Million 8.19%

% of portfolio

0.66%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$100.38 - $107.86 $688,606 - $739,919	6,860 Added 6.6%	110,771 $11.4 Million
Q3 2024 Nov 13, 2024	BUY	$91.41 - $101.59 $950,389 - $1.06 Million	10,397 Added 11.12%	103,911 $10.5 Million
Q2 2024 Aug 14, 2024	BUY	$87.95 - $97.99 $915,295 - $1.02 Million	10,407 Added 12.52%	93,514 $9.11 Million
Q1 2024 May 13, 2024	BUY	$82.96 - $93.97 $516,177 - $584,681	6,222 Added 8.09%	83,107 $7.8 Million
Q4 2023 Feb 06, 2024	BUY	$72.21 - $84.55 $487,200 - $570,458	6,747 Added 9.62%	76,885 $6.49 Million
Q3 2023 Nov 09, 2023	BUY	$74.91 - $80.11 $5.25 Million - $5.62 Million	70,138 New	70,138 $5.29 Million

Others Institutions Holding SUSL

# of Institutions

171

Shares Held

8.18M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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