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

Walkner Condon Financial Advisors LLC

$686 Million
Q4 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 16,901 shares of SUSL stock, worth $2.01 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

16,901

Previous 15,822 6.82%

Holding current value

$2.01 Million

Previous $1.85 Million 8.43%

% of portfolio

0.29%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$115.02 - $121.67 $124,106 - $131,281	1,079 Added 6.82%	16,901 $2.01 Million
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

194

Shares Held

6.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

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