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 $527,447. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,479
Previous 4,490 0.24%
Holding current value
$527,447
Previous $430 Million 15.89%
% of portfolio
0.25%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
182
Shares Held
7.99M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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