Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,445 shares of SUSL stock, worth $528,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,445
Previous 4,445 -0.0%
Holding current value
$528,021
Previous $481,000 8.11%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$86.12 - $108.35 $9,128 - $11,485
-106 Reduced 2.33%
4,445 $481,000
Q1 2025

May 13, 2025
SELL
$95.35 - $107.82 $39,951 - $45,176
-419 Reduced 8.43%
4,551 $436,000
Q4 2024

Feb 07, 2025
SELL
$100.38 - $107.86 $14,053 - $15,100
-140 Reduced 2.74%
4,970 $512,000
Q1 2024

Jun 11, 2024
SELL
$82.96 - $93.97 $6,885 - $7,799
-83 Reduced 1.6%
5,110 $479,000
Q3 2023

Nov 03, 2023
SELL
$74.91 - $80.11 $44,721 - $47,825
-597 Reduced 10.31%
5,193 $391,000
Q1 2023

May 11, 2023
SELL
$65.64 - $72.48 $21,333 - $23,556
-325 Reduced 5.31%
5,790 $412,000
Q4 2022

Feb 09, 2023
BUY
$61.37 - $70.88 $30,930 - $35,723
504 Added 8.98%
6,115 $405,000
Q3 2022

Nov 07, 2022
BUY
$61.76 - $74.65 $98,198 - $118,693
1,590 Added 39.54%
5,611 $346,000
Q2 2022

Aug 01, 2022
SELL
$64.17 - $80.06 $65,966 - $82,301
-1,028 Reduced 20.36%
4,021 $267,000
Q1 2022

May 25, 2022
BUY
$72.8 - $84.71 $367,567 - $427,700
5,049 New
5,049 $399,000

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.45M
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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email