A detailed history of Envestnet Asset Management Inc transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Envestnet Asset Management Inc holds 672,387 shares of SUSL stock, worth $67.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
672,387
Previous 596,040 12.81%
Holding current value
$67.9 Million
Previous $55.9 Million 17.11%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$87.95 - $97.99 $6.71 Million - $7.48 Million
76,347 Added 12.81%
672,387 $65.5 Million
Q1 2024

May 13, 2024

BUY
$82.96 - $93.97 $4.67 Million - $5.28 Million
56,239 Added 10.42%
596,040 $55.9 Million
Q4 2023

Feb 13, 2024

BUY
$72.21 - $84.55 $7.45 Million - $8.72 Million
103,187 Added 23.63%
539,801 $45.5 Million
Q3 2023

Nov 13, 2023

BUY
$74.91 - $80.11 $6.75 Million - $7.22 Million
90,091 Added 26.0%
436,614 $32.9 Million
Q2 2023

Aug 04, 2023

BUY
$70.03 - $77.42 $6.64 Million - $7.34 Million
94,862 Added 37.69%
346,523 $26.8 Million
Q1 2023

May 11, 2023

SELL
$65.64 - $72.48 $20.3 Million - $22.4 Million
-309,542 Reduced 55.16%
251,661 $17.9 Million
Q4 2022

Feb 07, 2023

BUY
$61.37 - $70.88 $25.8 Million - $29.8 Million
419,782 Added 296.83%
561,203 $37.2 Million
Q3 2022

Nov 10, 2022

BUY
$61.76 - $74.65 $4.1 Million - $4.96 Million
66,445 Added 88.62%
141,421 $8.73 Million
Q2 2022

Aug 03, 2022

BUY
$64.17 - $80.06 $4 Million - $4.99 Million
62,348 Added 493.73%
74,976 $4.98 Million
Q1 2022

May 04, 2022

BUY
$72.8 - $84.71 $334,880 - $389,666
4,600 Added 57.3%
12,628 $1 Million
Q4 2021

Feb 04, 2022

BUY
$75.52 - $84.98 $606,274 - $682,219
8,028 New
8,028 $677,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc 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 Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.