Ifp Advisors, Inc Ishares Tr Esg Msci Usa Leader Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,755 shares of SUSL stock, worth $327,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,755

Previous 2,916 5.52%

Holding current value

$327,266

Previous $315,000 2.22%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$108.03 - $117.04 $17,392 - $18,843	-161 Reduced 5.52%	2,755 $322,000
Q2 2025 Jul 24, 2025	BUY	$86.12 - $108.35 $251,125 - $315,948	2,916 New	2,916 $315,000
Q1 2023 Apr 18, 2023	BUY	$65.64 - $72.48 $196 - $217	3 Added 0.32%	929 $66,000
Q4 2022 Feb 07, 2023	BUY	$61.37 - $70.88 $1,104 - $1,275	18 Added 1.98%	926 $45,000
Q2 2022 Sep 06, 2022	BUY	$64.17 - $80.06 $58,266 - $72,694	908 New	908 $44,000

Q2 2022 Aug 12, 2022	SELL	$64.17 - $80.06 $58,266 - $72,694	-908 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$72.8 - $84.71 $6,916 - $8,047	-95 Reduced 9.47%	908 $71,000
Q3 2020 Oct 29, 2020	SELL	$54.25 - $62.0 $49,421 - $56,482	-911 Reduced 47.6%	1,003 $58,000
Q2 2020 Aug 05, 2020	BUY	$43.04 - $56.18 $39,209 - $51,179	911 Added 90.83%	1,914 $101,000
Q1 2020 May 12, 2020	SELL	$38.95 - $59.25 $6,465 - $9,835	-166 Reduced 14.2%	1,003 $46,000
Q4 2019 Jan 17, 2020	BUY	$49.68 - $55.8 $58,075 - $65,230	1,169 New	1,169 $65,000

Others Institutions Holding SUSL

# of Institutions

193

Shares Held

6.46M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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