Ci Private Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ci Private Wealth, LLC holds 23,145 shares of SUSL stock, worth $2.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,145

Previous 24,967 7.3%

Holding current value

$2.4 Million

Previous $2.57 Million 13.8%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$95.35 - $107.82 $173,727 - $196,448	-1,822 Reduced 7.3%	23,145 $2.22 Million
Q4 2024 Feb 10, 2025	SELL	$100.38 - $107.86 $157,295 - $169,016	-1,567 Reduced 5.91%	24,967 $2.57 Million
Q3 2024 Nov 12, 2024	SELL	$91.41 - $101.59 $18,921 - $21,029	-207 Reduced 0.77%	26,534 $2.69 Million
Q2 2024 Aug 13, 2024	SELL	$87.95 - $97.99 $165,521 - $184,417	-1,882 Reduced 6.58%	26,741 $2.61 Million
Q1 2024 May 09, 2024	SELL	$82.96 - $93.97 $90,094 - $102,051	-1,086 Reduced 3.66%	28,623 $2.69 Million
Q4 2023 Feb 09, 2024	BUY	$72.21 - $84.55 $28,956 - $33,904	401 Added 1.37%	29,709 $2.51 Million
Q3 2023 Nov 03, 2023	BUY	$74.91 - $80.11 $75,883 - $81,151	1,013 Added 3.58%	29,308 $2.21 Million
Q2 2023 Aug 10, 2023	BUY	$70.03 - $77.42 $73,671 - $81,445	1,052 Added 3.86%	28,295 $2.19 Million
Q1 2023 May 15, 2023	BUY	$65.64 - $72.48 $403,029 - $445,027	6,140 Added 29.1%	27,243 $1.94 Million
Q4 2022 Feb 15, 2023	BUY	$61.37 - $70.88 $1.3 Million - $1.5 Million	21,103 New	21,103 $1.4 Million

Others Institutions Holding SUSL

# of Institutions

172

Shares Held

7.95M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History