Shared Vision Wealth Group LLC Ishares Tr Esg Msci Usa Leader Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,479 shares of SUSL stock, worth $500,169. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,479

Previous 4,490 0.24%

Holding current value

$500,169

Previous $430 Million 15.89%

% of portfolio

0.25%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$86.12 - $108.35 $947 - $1,191	-11 Reduced 0.24%	4,479 $499 Million
Q1 2025 May 02, 2025	SELL	$95.35 - $107.82 $57,972 - $65,554	-608 Reduced 11.93%	4,490 $430 Million
Q2 2024 Jul 23, 2024	SELL	$87.95 - $97.99 $78,539 - $87,505	-893 Reduced 14.91%	5,098 $497 Million
Q1 2024 May 06, 2024	SELL	$82.96 - $93.97 $2,156 - $2,443	-26 Reduced 0.43%	5,991 $562 Million
Q4 2023 Feb 07, 2024	BUY	$72.21 - $84.55 $434,487 - $508,737	6,017 New	6,017 $508 Million

Others Institutions Holding SUSL

# of Institutions

180

Shares Held

7.93M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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Shared Vision Wealth Group LLC Ishares Tr Esg Msci Usa Leader Transaction History