Affinity Capital Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Affinity Capital Advisors, LLC

$637 Million
Q3 2025

A detailed history of Affinity Capital Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 10,581 shares of SUSL stock, worth $1.23 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,581

Previous 10,581 -0.0%

Holding current value

$1.23 Million

Previous $1.15 Million 8.03%

% of portfolio

0.19%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$86.12 - $108.35 $24,888 - $31,313	-289 Reduced 2.66%	10,581 $1.15 Million
Q1 2025 Apr 16, 2025	BUY	$95.35 - $107.82 $360,423 - $407,559	3,780 Added 53.31%	10,870 $1.04 Million
Q4 2024 Jan 13, 2025	SELL	$100.38 - $107.86 $4,818 - $5,177	-48 Reduced 0.67%	7,090 $730,000
Q3 2024 Oct 07, 2024	BUY	$91.41 - $101.59 $261,524 - $290,648	2,861 Added 66.89%	7,138 $724,000
Q2 2024 Aug 13, 2024	BUY	$87.95 - $97.99 $40,808 - $45,467	464 Added 12.17%	4,277 $416,000
Q4 2023 Jan 11, 2024	SELL	$72.21 - $84.55 $52,496 - $61,467	-727 Reduced 16.01%	3,813 $321,000
Q3 2023 Oct 10, 2023	BUY	$74.91 - $80.11 $340,091 - $363,699	4,540 New	4,540 $342,000

Others Institutions Holding SUSL

# of Institutions

183

Shares Held

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Affinity Capital Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History