W Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

W Advisors, LLC

$159 Million
Q4 2024

A detailed history of W Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, W Advisors, LLC holds 70,263 shares of SUSL stock, worth $6.72 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

70,263

Previous 71,714 2.02%

Holding current value

$6.72 Million

Previous $7.28 Million 0.56%

% of portfolio

4.54%

Previous 4.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$100.38 - $107.86 $145,651 - $156,504	-1,451 Reduced 2.02%	70,263 $7.24 Million
Q2 2024 Aug 06, 2024	SELL	$87.95 - $97.99 $100,614 - $112,100	-1,144 Reduced 1.57%	71,714 $6.99 Million
Q1 2024 Apr 25, 2024	SELL	$82.96 - $93.97 $269,620 - $305,402	-3,250 Reduced 4.27%	72,858 $6.84 Million
Q4 2023 Feb 06, 2024	SELL	$72.21 - $84.55 $28,739 - $33,650	-398 Reduced 0.52%	76,108 $6.42 Million
Q3 2023 Nov 13, 2023	SELL	$74.91 - $80.11 $4,269 - $4,566	-57 Reduced 0.07%	76,506 $5.77 Million
Q2 2023 Aug 03, 2023	SELL	$70.03 - $77.42 $26,121 - $28,877	-373 Reduced 0.48%	76,563 $5.93 Million
Q1 2023 Aug 07, 2023	BUY	$65.64 - $72.48 $8,598 - $9,494	131 Added 0.17%	76,694 $5.47 Million
Q4 2022 Feb 06, 2023	BUY	$61.37 - $70.88 $71,005 - $82,008	1,157 Added 1.53%	76,936 $5.1 Million
Q3 2022 Oct 24, 2022	BUY	$61.76 - $74.65 $4.41 Million - $5.33 Million	71,362 Added 1615.62%	75,779 $4.68 Million
Q2 2022 Aug 26, 2022	SELL	$64.17 - $80.06 $1.32 Million - $1.65 Million	-20,572 Reduced 82.32%	4,417 $293,000
Q1 2022 Aug 26, 2022	BUY	$72.8 - $84.71 $1.82 Million - $2.12 Million	24,989 New	24,989 $1.98 Million

Others Institutions Holding SUSL

# of Institutions

172

Shares Held

8.19M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.

Account