Wealthcare Advisory Partners LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,559 shares of SUSL stock, worth $597,147. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,559

Previous 5,542 0.31%

Holding current value

$597,147

Previous $562,000 1.78%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$100.38 - $107.86 $1,706 - $1,833	17 Added 0.31%	5,559 $572,000
Q3 2024 Nov 04, 2024	BUY	$91.41 - $101.59 $548 - $609	6 Added 0.11%	5,542 $562,000
Q2 2024 Aug 09, 2024	BUY	$87.95 - $97.99 $1,055 - $1,175	12 Added 0.22%	5,536 $539,000
Q1 2024 Apr 15, 2024	SELL	$82.96 - $93.97 $59,980 - $67,940	-723 Reduced 11.57%	5,524 $518,000
Q4 2023 Feb 06, 2024	BUY	$72.21 - $84.55 $451,095 - $528,183	6,247 New	6,247 $527,000
Q4 2022 Feb 13, 2023	BUY	$61.37 - $70.88 $600,137 - $693,135	9,779 Added 241.93%	13,821 $916,000
Q3 2022 Nov 14, 2022	BUY	$61.76 - $74.65 $249,633 - $301,735	4,042 New	4,042 $250,000

Others Institutions Holding SUSL

# of Institutions

168

Shares Held

8.09M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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Wealthcare Advisory Partners LLC Ishares Tr Esg Msci Usa Leader Transaction History