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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 4,970 shares of SUSL stock, worth $499,584. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,970

Previous 5,110 2.74%

Holding current value

$499,584

Previous $518,000 1.16%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

171

Shares Held

8.18M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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