Firethorn Wealth Partners, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Firethorn Wealth Partners, LLC

$188 Million
Q3 2024

A detailed history of Firethorn Wealth Partners, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 4,666 shares of SUSL stock, worth $494,502. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,666

Previous 4,675 0.19%

Holding current value

$494,502

Previous $455,000 3.96%

% of portfolio

0.25%

Previous 0.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$91.41 - $101.59 $822 - $914	-9 Reduced 0.19%	4,666 $473,000
Q2 2024 Jul 25, 2024	SELL	$87.95 - $97.99 $39,489 - $43,997	-449 Reduced 8.76%	4,675 $455,000
Q1 2024 Apr 16, 2024	SELL	$82.96 - $93.97 $59,399 - $67,282	-716 Reduced 12.26%	5,124 $480,000
Q4 2023 Jan 25, 2024	SELL	$72.21 - $84.55 $32,999 - $38,639	-457 Reduced 7.26%	5,840 $492,000
Q3 2023 Oct 17, 2023	SELL	$74.91 - $80.11 $77,531 - $82,913	-1,035 Reduced 14.12%	6,297 $474,000
Q2 2023 Aug 01, 2023	SELL	$70.03 - $77.42 $1,890 - $2,090	-27 Reduced 0.37%	7,332 $567,000
Q1 2023 May 02, 2023	SELL	$65.64 - $72.48 $248,972 - $274,916	-3,793 Reduced 34.01%	7,359 $524,000
Q4 2022 Feb 07, 2023	SELL	$61.37 - $70.88 $69,225 - $79,952	-1,128 Reduced 9.19%	11,152 $739,000
Q3 2022 Oct 18, 2022	SELL	$61.76 - $74.65 $280,575 - $339,134	-4,543 Reduced 27.0%	12,280 $758,000
Q2 2022 Aug 03, 2022	BUY	$64.17 - $80.06 $25,026 - $31,223	390 Added 2.37%	16,823 $1.2 Million
Q1 2022 May 03, 2022	BUY	$72.8 - $84.71 $377,977 - $439,814	5,192 Added 46.19%	16,433 $1.3 Million
Q4 2021 Feb 08, 2022	SELL	$75.52 - $84.98 $54,903 - $61,780	-727 Reduced 6.07%	11,241 $948,000
Q2 2021 Jul 20, 2021	BUY	$70.05 - $75.09 $3,082 - $3,303	44 Added 0.37%	11,968 $899,000
Q1 2021 May 18, 2021	SELL	$64.07 - $69.29 $2,370 - $2,563	-37 Reduced 0.31%	11,924 $826,000
Q4 2020 Mar 09, 2021	BUY	$56.33 - $64.95 $673,763 - $776,866	11,961 New	11,961 $777,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.6M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Firethorn Wealth Partners, LLC Ishares Tr Esg Msci Usa Leader Transaction History