Steward Partners Investment Advisory, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,387 shares of SUSL stock, worth $1.95 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,387
Previous 16,387 -0.0%
Holding current value
$1.95 Million
Previous $1.78 Million 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$65.64 - $72.48 $234,728 - $259,188
-3,576 Reduced 17.91%
16,387 $1.17 Million
Q1 2022

May 02, 2022
BUY
$72.8 - $84.71 $187,460 - $218,128
2,575 Added 14.81%
19,963 $1.58 Million
Q3 2021

Nov 12, 2021
BUY
$74.69 - $79.84 $627,097 - $670,336
8,396 Added 93.37%
17,388 $1.31 Million
Q2 2021

Aug 13, 2021
BUY
$70.05 - $75.09 $629,889 - $675,209
8,992 New
8,992 $675,000

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
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email