Omega Financial Group, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Omega Financial Group, LLC

  • $300 Million
  • Q3 2025

A detailed history of Omega Financial Group, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Omega Financial Group, LLC holds 21,802 shares of SUSL stock, worth $2.59 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
21,802
Previous 22,327 2.35%
Holding current value
$2.59 Million
Previous $2.42 Million 5.46%
% of portfolio
0.85%
Previous 0.86%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$108.03 - $117.04 $56,715 - $61,446
-525 Reduced 2.35%
21,802 $2.55 Million
Q2 2025

Aug 08, 2025
BUY
$86.12 - $108.35 $9,645 - $12,135
112 Added 0.5%
22,327 $2.42 Million
Q1 2025

May 01, 2025
BUY
$95.35 - $107.82 $166,576 - $188,361
1,747 Added 8.54%
22,215 $2.13 Million
Q4 2024

Jan 14, 2025
SELL
$100.38 - $107.86 $52,498 - $56,410
-523 Reduced 2.49%
20,468 $2.11 Million
Q3 2024

Oct 07, 2024
SELL
$91.41 - $101.59 $43,968 - $48,864
-481 Reduced 2.24%
20,991 $2.13 Million
Q2 2024

Jul 12, 2024
BUY
$87.95 - $97.99 $43,623 - $48,603
496 Added 2.36%
21,472 $2.09 Million
Q1 2024

Apr 17, 2024
SELL
$82.96 - $93.97 $220,092 - $249,302
-2,653 Reduced 11.23%
20,976 $1.97 Million
Q4 2023

Jan 10, 2024
SELL
$72.21 - $84.55 $17,980 - $21,052
-249 Reduced 1.04%
23,629 $1.99 Million
Q3 2023

Oct 10, 2023
SELL
$74.91 - $80.11 $240,536 - $257,233
-3,211 Reduced 11.85%
23,878 $1.8 Million
Q2 2023

Jul 11, 2023
SELL
$70.03 - $77.42 $16,667 - $18,425
-238 Reduced 0.87%
27,089 $2.1 Million
Q1 2023

Apr 07, 2023
BUY
$65.64 - $72.48 $298,268 - $329,349
4,544 Added 19.94%
27,327 $1.95 Million
Q4 2022

Feb 09, 2023
BUY
$61.37 - $70.88 $762,399 - $880,542
12,423 Added 119.91%
22,783 $1.51 Million
Q3 2022

Oct 14, 2022
SELL
$61.76 - $74.65 $286,072 - $345,778
-4,632 Reduced 30.9%
10,360 $640,000
Q2 2022

Jul 13, 2022
BUY
$64.17 - $80.06 $677,891 - $845,753
10,564 Added 238.57%
14,992 $995,000
Q1 2022

Apr 25, 2022
BUY
$72.8 - $84.71 $53,435 - $62,177
734 Added 19.87%
4,428 $351,000
Q4 2021

Jan 24, 2022
BUY
$75.52 - $84.98 $278,970 - $313,916
3,694 New
3,694 $312,000

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
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More about SUSL
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