United Asset Strategies, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q3 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, United Asset Strategies, Inc. holds 4,390 shares of SUSL stock, worth $465,252. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,390

Previous 4,646 5.51%

Holding current value

$465,252

Previous $452,000 1.55%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$91.41 - $101.59 $23,400 - $26,007	-256 Reduced 5.51%	4,390 $445,000
Q2 2024 Aug 01, 2024	SELL	$87.95 - $97.99 $3,869 - $4,311	-44 Reduced 0.94%	4,646 $452,000
Q1 2024 Apr 23, 2024	BUY	$82.96 - $93.97 $1,327 - $1,503	16 Added 0.34%	4,690 $440,000
Q4 2023 Jan 30, 2024	SELL	$72.21 - $84.55 $40,148 - $47,009	-556 Reduced 10.63%	4,674 $394,000
Q3 2023 Nov 07, 2023	BUY	$74.91 - $80.11 $33,934 - $36,289	453 Added 9.48%	5,230 $394,000
Q2 2023 Jul 25, 2023	SELL	$70.03 - $77.42 $101,893 - $112,646	-1,455 Reduced 23.35%	4,777 $369,000
Q1 2023 Jul 25, 2023	BUY	$65.64 - $72.48 $86,513 - $95,528	1,318 Added 26.82%	6,232 $444,000
Q1 2023 Apr 25, 2023	BUY	$65.64 - $72.48 $12,143 - $13,408	185 Added 3.91%	4,914 $350,000
Q4 2022 Jan 26, 2023	BUY	$61.37 - $70.88 $69,716 - $80,519	1,136 Added 31.62%	4,729 $0
Q3 2022 Oct 24, 2022	BUY	$61.76 - $74.65 $20,257 - $24,485	328 Added 10.05%	3,593 $222,000
Q2 2022 Aug 15, 2022	BUY	$64.17 - $80.06 $5,775 - $7,205	90 Added 2.83%	3,265 $217,000
Q1 2022 Apr 29, 2022	BUY	$72.8 - $84.71 $29,265 - $34,053	402 Added 14.5%	3,175 $251,000
Q4 2021 Jan 31, 2022	BUY	$75.52 - $84.98 $209,416 - $235,649	2,773 New	2,773 $234,000
Q2 2021 Jul 19, 2021	SELL	$70.05 - $75.09 $204,475 - $219,187	-2,919 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$64.07 - $69.29 $187,020 - $202,257	2,919 New	2,919 $202,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.6M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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United Asset Strategies, Inc. Ishares Tr Esg Msci Usa Leader Transaction History