Balasa Dinverno & Foltz LLC Ishares Tr Esg Msci Usa Leader Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 20,762 shares of SUSL stock, worth $2.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,762
Previous 19,750 5.12%
Holding current value
$2.12 Million
Previous $1.31 Million 2.21%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022
BUY
$61.76 - $74.65 $62,501 - $75,545
1,012 Added 5.12%
20,762 $1.28 Million
Q2 2022

Aug 09, 2022
BUY
$64.17 - $80.06 $124,810 - $155,716
1,945 Added 10.92%
19,750 $1.31 Million
Q1 2022

Apr 25, 2022
BUY
$72.8 - $84.71 $138,174 - $160,779
1,898 Added 11.93%
17,805 $1.41 Million
Q4 2021

Jan 26, 2022
BUY
$75.52 - $84.98 $549,332 - $618,144
7,274 Added 84.26%
15,907 $1.34 Million
Q3 2021

Oct 26, 2021
BUY
$74.69 - $79.84 $108,823 - $116,326
1,457 Added 20.3%
8,633 $652,000
Q2 2021

Jul 23, 2021
BUY
$70.05 - $75.09 $502,678 - $538,845
7,176 New
7,176 $539,000

Others Institutions Holding SUSL

# of Institutions
168
Shares Held
9.63M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email