Lodestar Private Asset Management LLC Ishares Tr Esg Msci Usa Leader Transaction History

Lodestar Private Asset Management LLC

$861 Million
Q2 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 2,325 shares of SUSL stock, worth $273,792. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,325

Previous 2,319 0.26%

Holding current value

$273,792

Previous $222,000 13.06%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$86.12 - $108.35 $516 - $650	6 Added 0.26%	2,325 $251,000
Q1 2025 Apr 25, 2025	BUY	$95.35 - $107.82 $572 - $646	6 Added 0.26%	2,319 $222,000
Q4 2024 Jan 28, 2025	BUY	$100.38 - $107.86 $803 - $862	8 Added 0.35%	2,313 $238,000
Q3 2024 Oct 25, 2024	BUY	$91.41 - $101.59 $639 - $711	7 Added 0.3%	2,305 $234,000
Q2 2024 Jul 30, 2024	BUY	$87.95 - $97.99 $439 - $489	5 Added 0.22%	2,298 $223,000
Q1 2024 Apr 25, 2024	SELL	$82.96 - $93.97 $13,439 - $15,223	-162 Reduced 6.6%	2,293 $215 Million
Q4 2023 Jan 29, 2024	BUY	$72.21 - $84.55 $177,275 - $207,570	2,455 New	2,455 $207 Million

Others Institutions Holding SUSL

# of Institutions

182

Shares Held

7.99M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Lodestar Private Asset Management LLC Ishares Tr Esg Msci Usa Leader Transaction History