Ci Private Wealth, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ci Private Wealth, LLC holds 26,617 shares of SUSL stock, worth $3.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,617
Previous 23,602 12.77%
Holding current value
$3.16 Million
Previous $2.56 Million 21.82%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$108.03 - $117.04 $325,710 - $352,875
3,015 Added 12.77%
26,617 $3.12 Million
Q2 2025

Aug 15, 2025
BUY
$86.12 - $108.35 $39,356 - $49,515
457 Added 1.97%
23,602 $2.56 Million
Q1 2025

May 14, 2025
SELL
$95.35 - $107.82 $173,727 - $196,448
-1,822 Reduced 7.3%
23,145 $2.22 Million
Q4 2024

Feb 10, 2025
SELL
$100.38 - $107.86 $157,295 - $169,016
-1,567 Reduced 5.91%
24,967 $2.57 Million
Q3 2024

Nov 12, 2024
SELL
$91.41 - $101.59 $18,921 - $21,029
-207 Reduced 0.77%
26,534 $2.69 Million
Q2 2024

Aug 13, 2024
SELL
$87.95 - $97.99 $165,521 - $184,417
-1,882 Reduced 6.58%
26,741 $2.61 Million
Q1 2024

May 09, 2024
SELL
$82.96 - $93.97 $90,094 - $102,051
-1,086 Reduced 3.66%
28,623 $2.69 Million
Q4 2023

Feb 09, 2024
BUY
$72.21 - $84.55 $28,956 - $33,904
401 Added 1.37%
29,709 $2.51 Million
Q3 2023

Nov 03, 2023
BUY
$74.91 - $80.11 $75,883 - $81,151
1,013 Added 3.58%
29,308 $2.21 Million
Q2 2023

Aug 10, 2023
BUY
$70.03 - $77.42 $73,671 - $81,445
1,052 Added 3.86%
28,295 $2.19 Million
Q1 2023

May 15, 2023
BUY
$65.64 - $72.48 $403,029 - $445,027
6,140 Added 29.1%
27,243 $1.94 Million
Q4 2022

Feb 15, 2023
BUY
$61.37 - $70.88 $1.3 Million - $1.5 Million
21,103 New
21,103 $1.4 Million

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.45M
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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