Captrust Financial Advisors Ishares Tr Esg Msci Usa Leader Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Captrust Financial Advisors holds 4,893 shares of SUSL stock, worth $506,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,893
Previous 4,847 0.95%
Holding current value
$506,865
Previous $499,000 6.21%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$95.35 - $107.82 $4,386 - $4,959
46 Added 0.95%
4,893 $468,000
Q4 2024

Feb 14, 2025
SELL
$100.38 - $107.86 $124,069 - $133,314
-1,236 Reduced 20.32%
4,847 $499,000
Q3 2024

Nov 14, 2024
SELL
$91.41 - $101.59 $21,207 - $23,568
-232 Reduced 3.67%
6,083 $617,000
Q2 2024

Aug 14, 2024
SELL
$87.95 - $97.99 $51,098 - $56,932
-581 Reduced 8.43%
6,315 $615,000
Q1 2024

May 15, 2024
SELL
$82.96 - $93.97 $57,159 - $64,745
-689 Reduced 9.08%
6,896 $647,000
Q4 2023

Feb 14, 2024
SELL
$72.21 - $84.55 $31,050 - $36,356
-430 Reduced 5.36%
7,585 $640,000
Q3 2023

Nov 14, 2023
SELL
$74.91 - $80.11 $340,615 - $364,260
-4,547 Reduced 36.2%
8,015 $604,000
Q2 2023

Aug 14, 2023
SELL
$70.03 - $77.42 $257,500 - $284,673
-3,677 Reduced 22.64%
12,562 $972,000
Q1 2023

May 15, 2023
BUY
$65.64 - $72.48 $38,268 - $42,255
583 Added 3.72%
16,239 $1.16 Million
Q4 2022

Feb 15, 2023
BUY
$61.37 - $70.88 $401,666 - $463,909
6,545 Added 71.84%
15,656 $1.04 Million
Q3 2022

Nov 16, 2022
BUY
$61.76 - $74.65 $20,751 - $25,082
336 Added 3.83%
9,111 $563,000
Q2 2022

Aug 16, 2022
BUY
$64.17 - $80.06 $11,614 - $14,490
181 Added 2.11%
8,775 $583,000
Q1 2022

May 16, 2022
BUY
$72.8 - $84.71 $68,504 - $79,712
941 Added 12.3%
8,594 $681,000
Q4 2021

Feb 14, 2022
BUY
$75.52 - $84.98 $13,442 - $15,126
178 Added 2.38%
7,653 $646,000
Q3 2021

Nov 16, 2021
SELL
$74.69 - $79.84 $13,220 - $14,131
-177 Reduced 2.31%
7,475 $564,000
Q2 2021

Aug 16, 2021
BUY
$70.05 - $75.09 $134,986 - $144,698
1,927 Added 33.66%
7,652 $575,000
Q1 2021

May 17, 2021
BUY
$64.07 - $69.29 $366,800 - $396,685
5,725 New
5,725 $397,000

Others Institutions Holding SUSL

# of Institutions
172
Shares Held
7.95M
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
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