Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 81,786 shares of SUSL stock, worth $8.47 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
81,786
Previous 71,585 14.25%
Holding current value
$8.47 Million
Previous $7.38 Million 6.22%
% of portfolio
0.15%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$95.35 - $107.82 $972,665 - $1.1 Million
10,201 Added 14.25%
81,786 $7.84 Million
Q4 2024

Jan 14, 2025
BUY
$100.38 - $107.86 $59,324 - $63,745
591 Added 0.83%
71,585 $7.38 Million
Q3 2024

Oct 11, 2024
SELL
$91.41 - $101.59 $1.06 Million - $1.18 Million
-11,598 Reduced 14.04%
70,994 $7.21 Million
Q2 2024

Jul 11, 2024
BUY
$87.95 - $97.99 $761,119 - $848,005
8,654 Added 11.7%
82,592 $8.05 Million
Q1 2024

May 02, 2024
SELL
$82.96 - $93.97 $796,333 - $902,018
-9,599 Reduced 11.49%
73,938 $6.94 Million
Q4 2023

Jan 16, 2024
BUY
$72.21 - $84.55 $49,824 - $58,339
690 Added 0.83%
83,537 $7.05 Million
Q3 2023

Oct 13, 2023
SELL
$74.91 - $80.11 $161,356 - $172,556
-2,154 Reduced 2.53%
82,847 $6.25 Million
Q2 2023

Jul 14, 2023
SELL
$70.03 - $77.42 $46,920 - $51,871
-670 Reduced 0.78%
85,001 $6.58 Million
Q1 2023

Apr 12, 2023
BUY
$65.64 - $72.48 $605,397 - $668,483
9,223 Added 12.06%
85,671 $6.1 Million
Q4 2022

Jan 19, 2023
SELL
$61.37 - $70.88 $345,206 - $398,700
-5,625 Reduced 6.85%
76,448 $0
Q3 2022

Oct 12, 2022
BUY
$61.76 - $74.65 $294,780 - $356,304
4,773 Added 6.17%
82,073 $5.07 Million
Q2 2022

Jul 08, 2022
SELL
$64.17 - $80.06 $1.54 Million - $1.93 Million
-24,056 Reduced 23.73%
77,300 $5.13 Million
Q1 2022

Apr 27, 2022
BUY
$72.8 - $84.71 $240,676 - $280,051
3,306 Added 3.37%
101,356 $8.03 Million
Q4 2021

Jan 26, 2022
SELL
$75.52 - $84.98 $14,877 - $16,741
-197 Reduced 0.2%
98,050 $8.27 Million
Q3 2021

Nov 02, 2021
BUY
$74.69 - $79.84 $7.34 Million - $7.84 Million
98,247 New
98,247 $7.42 Million
Q3 2021

Oct 14, 2021
SELL
$74.69 - $79.84 $6.4 Million - $6.84 Million
-85,690 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$70.05 - $75.09 $2.58 Million - $2.76 Million
36,802 Added 75.28%
85,690 $6.44 Million
Q1 2021

May 24, 2021
BUY
$64.07 - $69.29 $2.23 Million - $2.41 Million
34,766 Added 246.18%
48,888 $3.39 Million
Q4 2020

Jan 14, 2021
BUY
$56.33 - $64.95 $795,492 - $917,223
14,122 New
14,122 $917,000

Others Institutions Holding SUSL

# of Institutions
172
Shares Held
7.95M
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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