Wharton Business Group, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wharton Business Group, LLC

$2.22 Billion
Q4 2024

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wharton Business Group, LLC holds 3,875 shares of SUSL stock, worth $376,998. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,875

Previous 4,990 22.34%

Holding current value

$376,998

Previous $507,000 21.3%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$100.38 - $107.86 $111,923 - $120,263	-1,115 Reduced 22.34%	3,875 $399,000
Q1 2024 May 13, 2024	SELL	$82.96 - $93.97 $40,650 - $46,045	-490 Reduced 8.94%	4,990 $468,000
Q3 2023 Nov 06, 2023	SELL	$74.91 - $80.11 $85,771 - $91,725	-1,145 Reduced 17.28%	5,480 $413,000
Q2 2023 Aug 07, 2023	SELL	$70.03 - $77.42 $29,062 - $32,129	-415 Reduced 5.89%	6,625 $513,000
Q1 2023 May 04, 2023	BUY	$65.64 - $72.48 $13,456 - $14,858	205 Added 3.0%	7,040 $501,000
Q4 2022 Feb 13, 2023	BUY	$61.37 - $70.88 $51,857 - $59,893	845 Added 14.11%	6,835 $453,000
Q3 2022 Oct 31, 2022	BUY	$61.76 - $74.65 $59,289 - $71,664	960 Added 19.09%	5,990 $369,000
Q1 2022 May 18, 2022	BUY	$72.8 - $84.71 $366,184 - $426,091	5,030 New	5,030 $398,000

Others Institutions Holding SUSL

# of Institutions

171

Shares Held

8.19M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Wharton Business Group, LLC Ishares Tr Esg Msci Usa Leader Transaction History