Ae Wealth Management LLC Ishares Tr Esg Msci Usa Leader Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,551 shares of SUSL stock, worth $183,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,551

Holding current value

$183,529

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$108.03 - $117.04 $167,554 - $181,529	1,551 New	1,551 $181,000

Others Institutions Holding SUSL

# of Institutions

190

Shares Held

6.49M

Call Options Held

Put Options Held

55 I, LLC Boston, MA

893K
Shares

$106 Million
1.54% of portfolio
Bank Of Italy

888K
Shares

$105 Million
5.0% of portfolio
Mercer Global Advisors Inc Denver, CO

795K
Shares

$94 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

446K
Shares

$52.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

363K
Shares

$42.9 Million
0.01% of portfolio

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Ishares Tr Esg Msci Usa Leader Transaction History