Balance Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Balance Wealth, LLC holds 3,941 shares of SUSL stock, worth $374,986. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,941

Holding current value

$374,986

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$95.35 - $107.82 $375,774 - $424,918	3,941 New	3,941 $378 Million

Others Institutions Holding SUSL

# of Institutions

172

Shares Held

8.2M

Call Options Held

Put Options Held

Bank Of Italy

1.65M
Shares

$157 Million
8.37% of portfolio
55 I, LLC Boston, MA

893K
Shares

$85 Million
1.54% of portfolio
Mercer Global Advisors Inc Denver, CO

853K
Shares

$81.2 Million
0.22% of portfolio
Envestnet Asset Management Inc

816K
Shares

$77.6 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

538K
Shares

$51.2 Million
0.0% of portfolio

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

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