Jgp Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Jgp Wealth Management, LLC

$938 Million
Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,821 shares of SUSL stock, worth $572,686. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,821

Previous 3,398 41.88%

Holding current value

$572,686

Previous $397,000 44.08%

% of portfolio

0.06%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$115.02 - $121.67 $163,673 - $173,136	1,423 Added 41.88%	4,821 $572,000
Q3 2025 Oct 15, 2025	BUY	$108.03 - $117.04 $63,197 - $68,468	585 Added 20.8%	3,398 $397,000
Q2 2025 Jul 28, 2025	BUY	$86.12 - $108.35 $430 - $541	5 Added 0.18%	2,813 $304,000
Q4 2024 Jan 14, 2025	BUY	$100.38 - $107.86 $8,632 - $9,275	86 Added 3.16%	2,808 $289,000
Q3 2024 Oct 09, 2024	BUY	$91.41 - $101.59 $182 - $203	2 Added 0.07%	2,722 $276,000

Q1 2024 Apr 24, 2024	SELL	$82.96 - $93.97 $16,923 - $19,169	-204 Reduced 6.98%	2,720 $255,000
Q4 2023 Jan 10, 2024	BUY	$72.21 - $84.55 $1,949 - $2,282	27 Added 0.93%	2,924 $246,000
Q2 2023 Aug 10, 2023	BUY	$70.03 - $77.42 $2,871 - $3,174	41 Added 1.44%	2,897 $224,000
Q1 2023 Apr 14, 2023	BUY	$65.64 - $72.48 $187,467 - $207,002	2,856 New	2,856 $203,000

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

Ticker SUSL
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Jgp Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History