Walkner Condon Financial Advisors LLC Ishares Tr Esg Msci Usa Leader Transaction History

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 15,822 shares of SUSL stock, worth $1.88 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,822
Previous 19,217 17.67%
Holding current value
$1.88 Million
Previous $2.08 Million 11.1%
% of portfolio
0.3%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$108.03 - $117.04 $366,761 - $397,350
-3,395 Reduced 17.67%
15,822 $1.85 Million
Q2 2025

Aug 06, 2025
SELL
$86.12 - $108.35 $22,132 - $27,845
-257 Reduced 1.32%
19,217 $2.08 Million
Q1 2025

Apr 22, 2025
BUY
$95.35 - $107.82 $148,269 - $167,660
1,555 Added 8.68%
19,474 $1.87 Million
Q4 2024

Jan 29, 2025
BUY
$100.38 - $107.86 $301,441 - $323,903
3,003 Added 20.13%
17,919 $1.85 Million
Q3 2024

Oct 31, 2024
BUY
$91.41 - $101.59 $1.36 Million - $1.52 Million
14,916 New
14,916 $1.51 Million

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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