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

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

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 2,808 shares of SUSL stock, worth $301,635. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,808
Previous 2,722 3.16%
Holding current value
$301,635
Previous $276,000 4.71%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
168
Shares Held
8.09M
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
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