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 17,704 shares of SUSL stock, worth $1.86 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,704
Previous 17,372 1.91%
Holding current value
$1.86 Million
Previous $1.69 Million 6.14%
% of portfolio
0.15%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG MSCI USA LEADER


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