Allworth Financial LP Ishares Tr Esg Msci Usa Leader Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Allworth Financial LP holds 186,617 shares of SUSL stock, worth $19.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

186,617

Previous 195,138 4.37%

Holding current value

$19.4 Million

Previous $19.8 Million 2.93%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$100.38 - $107.86 $855,337 - $919,075	-8,521 Reduced 4.37%	186,617 $19.2 Million
Q3 2024 Oct 23, 2024	BUY	$91.41 - $101.59 $12,614 - $14,019	138 Added 0.07%	195,138 $19.8 Million
Q2 2024 Jul 23, 2024	BUY	$87.95 - $97.99 $332,626 - $370,598	3,782 Added 1.98%	195,000 $19 Million
Q1 2024 Apr 25, 2024	BUY	$82.96 - $93.97 $707,731 - $801,658	8,531 Added 4.67%	191,218 $17.9 Million
Q4 2023 Jan 24, 2024	BUY	$72.21 - $84.55 $1.07 Million - $1.25 Million	14,833 Added 8.84%	182,687 $15.4 Million
Q3 2023 Oct 31, 2023	BUY	$74.91 - $80.11 $2.48 Million - $2.66 Million	33,157 Added 24.62%	167,854 $12.7 Million
Q2 2023 Jul 18, 2023	BUY	$70.03 - $77.42 $1.53 Million - $1.69 Million	21,839 Added 19.35%	134,697 $10.4 Million
Q1 2023 Apr 18, 2023	BUY	$65.64 - $72.48 $1.14 Million - $1.25 Million	17,295 Added 18.1%	112,858 $8.04 Million
Q4 2022 Jan 13, 2023	BUY	$61.37 - $70.88 $610,201 - $704,759	9,943 Added 11.61%	95,563 $0
Q3 2022 Oct 18, 2022	BUY	$61.76 - $74.65 $1.19 Million - $1.43 Million	19,190 Added 28.89%	85,620 $5.29 Million
Q2 2022 Jul 13, 2022	BUY	$64.17 - $80.06 $513,424 - $640,560	8,001 Added 13.69%	66,430 $4.41 Million
Q1 2022 Apr 22, 2022	BUY	$72.8 - $84.71 $1.55 Million - $1.81 Million	21,337 Added 57.52%	58,429 $4.63 Million
Q4 2021 Jan 21, 2022	BUY	$75.52 - $84.98 $2.56 Million - $2.88 Million	33,862 Added 1048.36%	37,092 $3.13 Million
Q3 2021 Nov 02, 2021	BUY	$74.69 - $79.84 $241,248 - $257,883	3,230 New	3,230 $244,000

Others Institutions Holding SUSL

# of Institutions

170

Shares Held

8.17M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Allworth Financial LP Ishares Tr Esg Msci Usa Leader Transaction History