Values Added Financial LLC Ishares Tr Esg Msci Usa Leader Transaction History

Values Added Financial LLC

$225 Billion
Q3 2025

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 15,516 shares of SUSL stock, worth $1.84 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

15,516

Previous 15,516 -0.0%

Holding current value

$1.84 Million

Previous $1.68 Billion 8.02%

% of portfolio

0.81%

Previous 0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$95.35 - $107.82 $37,853 - $42,804	397 Added 2.63%	15,516 $1.49 Billion
Q4 2024 Jan 29, 2025	BUY	$100.38 - $107.86 $275,543 - $296,075	2,745 Added 22.18%	15,119 $1.56 Billion
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

# of Institutions

193

Shares Held

6.46M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Values Added Financial LLC Ishares Tr Esg Msci Usa Leader Transaction History