A detailed history of Beacon Financial Group transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Beacon Financial Group holds 5,890 shares of SUSL stock, worth $619,097. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,890
Previous 5,890 -0.0%
Holding current value
$619,097
Previous $573,000 4.19%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$87.95 - $97.99 $26,209 - $29,201
-298 Reduced 4.82%
5,890 $573,000
Q1 2024

May 07, 2024

SELL
$82.96 - $93.97 $41,480 - $46,985
-500 Reduced 7.48%
6,188 $580,000
Q4 2023

Feb 23, 2024

BUY
$72.21 - $84.55 $3,538 - $4,142
49 Added 0.74%
6,688 $564,000
Q1 2023

Apr 14, 2023

SELL
$65.64 - $72.48 $83,034 - $91,687
-1,265 Reduced 16.0%
6,639 $572,000
Q4 2022

Jan 19, 2023

BUY
$61.37 - $70.88 $33,139 - $38,275
540 Added 7.33%
7,904 $524,000
Q3 2022

Oct 13, 2022

BUY
$61.76 - $74.65 $454,800 - $549,722
7,364 New
7,364 $461,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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