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 71,714 shares of SUSL stock, worth $7.6 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
71,714
Previous 71,714 -0.0%
Holding current value
$7.6 Million
Previous $6.99 Million 4.19%
% of portfolio
4.51%
Previous 4.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG MSCI USA LEADER


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