A detailed history of Apexium Financial, LP transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Apexium Financial, LP holds 4,509 shares of SUSL stock, worth $525,208. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,509
Previous 3,346 34.76%
Holding current value
$525,208
Previous $320,000 52.5%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$86.12 - $108.35 $100,157 - $126,011
1,163 Added 34.76%
4,509 $488,000
Q1 2025

May 14, 2025

BUY
$95.35 - $107.82 $1,430 - $1,617
15 Added 0.45%
3,346 $320,000
Q4 2024

Jan 22, 2025

BUY
$100.38 - $107.86 $6,323 - $6,795
63 Added 1.93%
3,331 $343,000
Q3 2024

Oct 15, 2024

BUY
$91.41 - $101.59 $548 - $609
6 Added 0.18%
3,268 $331,000
Q2 2024

Aug 05, 2024

BUY
$87.95 - $97.99 $43,095 - $48,015
490 Added 17.68%
3,262 $317,000
Q4 2023

Feb 08, 2024

BUY
$72.21 - $84.55 $200,166 - $234,372
2,772 New
2,772 $233,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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