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

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

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 26,534 shares of SUSL stock, worth $2.79 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,534

Previous 26,741 0.77%

Holding current value

$2.79 Million

Previous $2.61 Million 3.38%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

166

Shares Held

9.61M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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