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

Cfs Investment Advisory Services, LLC

$1.19 Billion
Q3 2024

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 $1.85 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,704

Previous 17,372 1.91%

Holding current value

$1.85 Million

Previous $1.69 Million 6.14%

% of portfolio

0.15%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

167

Shares Held

9.63M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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