Cfs Investment Advisory Services, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 16,194 shares of SUSL stock, worth $1.91 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,194
Previous 16,076 0.73%
Holding current value
$1.91 Million
Previous $1.54 Million 13.96%
% of portfolio
0.14%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$86.12 - $108.35 $10,162 - $12,785
118 Added 0.73%
16,194 $1.76 Million
Q1 2025

May 12, 2025
SELL
$95.35 - $107.82 $102,596 - $116,014
-1,076 Reduced 6.27%
16,076 $1.54 Million
Q4 2024

Jan 21, 2025
SELL
$100.38 - $107.86 $55,409 - $59,538
-552 Reduced 3.12%
17,152 $1.77 Million
Q3 2024

Nov 12, 2024
BUY
$91.41 - $101.59 $30,348 - $33,727
332 Added 1.91%
17,704 $1.8 Million
Q2 2024

Aug 13, 2024
BUY
$87.95 - $97.99 $7,387 - $8,231
84 Added 0.49%
17,372 $1.69 Million
Q1 2024

May 15, 2024
SELL
$82.96 - $93.97 $54,338 - $61,550
-655 Reduced 3.65%
17,288 $1.62 Million
Q4 2023

Feb 13, 2024
SELL
$72.21 - $84.55 $13,792 - $16,149
-191 Reduced 1.05%
17,943 $1.51 Million
Q3 2023

Nov 14, 2023
SELL
$74.91 - $80.11 $88,768 - $94,930
-1,185 Reduced 6.13%
18,134 $1.37 Million
Q2 2023

Jul 21, 2023
SELL
$70.03 - $77.42 $19,888 - $21,987
-284 Reduced 1.45%
19,319 $1.5 Million
Q1 2023

May 05, 2023
SELL
$65.64 - $72.48 $191,537 - $211,496
-2,918 Reduced 12.96%
19,603 $1.4 Million
Q4 2022

Feb 13, 2023
SELL
$61.37 - $70.88 $41,915 - $48,411
-683 Reduced 2.94%
22,521 $1.49 Million
Q3 2022

Nov 02, 2022
SELL
$61.76 - $74.65 $87.1 Million - $105 Million
-1,409,875 Reduced 98.38%
23,204 $1.43 Million
Q3 2022

Oct 31, 2022
BUY
$61.76 - $74.65 $86.5 Million - $105 Million
1,400,176 Added 4255.47%
1,433,079 $23,000
Q2 2022

Aug 16, 2022
SELL
$64.17 - $80.06 $86 Million - $107 Million
-1,339,856 Reduced 97.6%
32,903 $2.18 Million
Q1 2022

May 27, 2022
BUY
$72.8 - $84.71 $99.3 Million - $116 Million
1,363,577 Added 14850.54%
1,372,759 $17,000
Q4 2021

Feb 14, 2022
BUY
$75.52 - $84.98 $693,424 - $780,286
9,182 New
9,182 $726,000

Others Institutions Holding SUSL

# of Institutions
182
Shares Held
7.99M
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 Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, 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 Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email