A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,280 shares of SUSL stock, worth $126,323. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,280
Previous 1,280 -0.0%
Holding current value
$126,323
Previous $108,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$63.9 - $70.88 $35,784 - $39,692
-560 Reduced 30.43%
1,280 $84,000
Q2 2022

Aug 12, 2022

SELL
$64.17 - $80.06 $385 - $480
-6 Reduced 0.33%
1,840 $122,000
Q1 2022

May 04, 2022

BUY
$72.8 - $84.71 $22,568 - $26,260
310 Added 20.18%
1,846 $146,000
Q4 2021

Feb 14, 2022

BUY
$75.52 - $84.98 $115,998 - $130,529
1,536 New
1,536 $130,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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