A detailed history of Values Added Financial LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Values Added Financial LLC holds 12,374 shares of SUSL stock, worth $1.25 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
12,374
Previous 12,360 0.11%
Holding current value
$1.25 Million
Previous $1.2 Billion 4.32%
% of portfolio
0.79%
Previous 0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$91.41 - $101.59 $1,279 - $1,422
14 Added 0.11%
12,374 $1.26 Billion
Q2 2024

Jul 30, 2024

BUY
$87.95 - $97.99 $153,736 - $171,286
1,748 Added 16.47%
12,360 $1.2 Billion
Q4 2023

Jan 18, 2024

BUY
$72.21 - $84.55 $301,837 - $353,419
4,180 Added 64.99%
10,612 $895 Million
Q3 2023

Oct 19, 2023

BUY
$74.91 - $80.11 $1,648 - $1,762
22 Added 0.34%
6,432 $485 Million
Q2 2023

Jul 24, 2023

BUY
$70.03 - $77.42 $448,892 - $496,262
6,410 New
6,410 $496 Million

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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