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

Aptus Capital Advisors, LLC

$8.97 Billion
Q1 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 42,520 shares of SUSL stock, worth $4.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

42,520

Previous 43,526 2.31%

Holding current value

$4.07 Million

Previous $4.48 Million 9.17%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$95.35 - $107.82 $95,922 - $108,466	-1,006 Reduced 2.31%	42,520 $4.07 Million
Q4 2024 Feb 14, 2025	SELL	$100.38 - $107.86 $27,102 - $29,122	-270 Reduced 0.62%	43,526 $4.48 Million
Q3 2024 Nov 05, 2024	BUY	$91.41 - $101.59 $129,802 - $144,257	1,420 Added 3.35%	43,796 $4.45 Million
Q2 2024 Jul 31, 2024	SELL	$87.95 - $97.99 $12,137 - $13,522	-138 Reduced 0.32%	42,376 $4.13 Million
Q1 2024 May 15, 2024	BUY	$82.96 - $93.97 $3.53 Million - $4 Million	42,514 New	42,514 $3.99 Million
Q1 2023 May 09, 2023	BUY	$65.64 - $72.48 $2,166 - $2,391	33 New	33 $2,000

Others Institutions Holding SUSL

# of Institutions

171

Shares Held

7.94M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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