One Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

One Wealth Advisors, LLC

$662 Million
Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, One Wealth Advisors, LLC holds 82,052 shares of SUSL stock, worth $8.64 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

82,052

Previous 81,924 0.16%

Holding current value

$8.64 Million

Previous $8.32 Million 1.66%

% of portfolio

1.28%

Previous 1.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$100.38 - $107.86 $12,848 - $13,806	128 Added 0.16%	82,052 $8.45 Million
Q3 2024 Oct 16, 2024	SELL	$91.41 - $101.59 $39,397 - $43,785	-431 Reduced 0.52%	81,924 $8.32 Million
Q2 2024 Aug 13, 2024	SELL	$87.95 - $97.99 $593,750 - $661,530	-6,751 Reduced 7.58%	82,355 $8.02 Million
Q1 2024 Apr 15, 2024	SELL	$82.96 - $93.97 $702,505 - $795,737	-8,468 Reduced 8.68%	89,106 $8.36 Million
Q4 2023 Feb 13, 2024	SELL	$72.21 - $84.55 $167,021 - $195,564	-2,313 Reduced 2.32%	97,574 $8.23 Million
Q3 2023 Nov 01, 2023	BUY	$74.91 - $80.11 $177,087 - $189,380	2,364 Added 2.42%	99,887 $7.53 Million
Q2 2023 Aug 14, 2023	SELL	$70.03 - $77.42 $694,627 - $767,928	-9,919 Reduced 9.23%	97,523 $7.55 Million
Q1 2023 May 15, 2023	SELL	$65.64 - $72.48 $179,394 - $198,087	-2,733 Reduced 2.48%	107,442 $7.66 Million
Q4 2022 Feb 14, 2023	BUY	$61.37 - $70.88 $1.04 Million - $1.2 Million	16,876 Added 18.09%	110,175 $7.31 Million
Q3 2022 Nov 14, 2022	BUY	$61.76 - $74.65 $1.01 Million - $1.22 Million	16,324 Added 21.21%	93,299 $5.76 Million
Q2 2022 Aug 15, 2022	BUY	$64.17 - $80.06 $1.89 Million - $2.36 Million	29,442 Added 61.94%	76,975 $5.11 Million
Q1 2022 May 16, 2022	BUY	$72.8 - $84.71 $3.27 Million - $3.81 Million	44,920 Added 1719.1%	47,533 $3.76 Million
Q4 2021 Feb 14, 2022	BUY	$75.52 - $84.98 $197,333 - $222,052	2,613 New	2,613 $220,000

Others Institutions Holding SUSL

# of Institutions

174

Shares Held

8.15M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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One Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History