Beacon Financial Group Ishares Tr Esg Msci Usa Leader Transaction History

Beacon Financial Group

$869 Million
Q1 2025

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 5,806 shares of SUSL stock, worth $555,401. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,806

Previous 5,877 1.21%

Holding current value

$555,401

Previous $605,000 8.43%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$95.35 - $107.82 $6,769 - $7,655	-71 Reduced 1.21%	5,806 $554,000
Q4 2024 Jan 29, 2025	SELL	$100.38 - $107.86 $1,304 - $1,402	-13 Reduced 0.22%	5,877 $605,000
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

# of Institutions

171

Shares Held

8.04M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Beacon Financial Group Ishares Tr Esg Msci Usa Leader Transaction History