A detailed history of Creative Planning transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Creative Planning holds 213,495 shares of SUSL stock, worth $22.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
213,495
Previous 214,157 0.31%
Holding current value
$22.4 Million
Previous $20.9 Million 3.88%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$91.41 - $101.59 $60,513 - $67,252
-662 Reduced 0.31%
213,495 $21.7 Million
Q2 2024

Aug 15, 2024

SELL
$87.95 - $97.99 $62,620 - $69,768
-712 Reduced 0.33%
214,157 $20.9 Million
Q1 2024

May 10, 2024

SELL
$82.96 - $93.97 $957,192 - $1.08 Million
-11,538 Reduced 5.1%
214,869 $20.2 Million
Q4 2023

Feb 14, 2024

SELL
$72.21 - $84.55 $619,056 - $724,847
-8,573 Reduced 3.65%
226,407 $19.1 Million
Q3 2023

Nov 16, 2023

BUY
$74.91 - $80.11 $583,024 - $623,496
7,783 Added 3.43%
234,980 $17.7 Million
Q2 2023

Jul 21, 2023

SELL
$70.03 - $77.42 $246,505 - $272,518
-3,520 Reduced 1.53%
227,197 $17.6 Million
Q1 2023

May 15, 2023

BUY
$65.64 - $72.48 $2.69 Million - $2.97 Million
40,999 Added 21.61%
230,717 $16.4 Million
Q4 2022

Feb 10, 2023

SELL
$61.37 - $70.88 $3.26 Million - $3.76 Million
-53,116 Reduced 21.87%
189,718 $12.6 Million
Q3 2022

Nov 03, 2022

BUY
$61.76 - $74.65 $8.44 Million - $10.2 Million
136,627 Added 128.64%
242,834 $15 Million
Q2 2022

Aug 15, 2022

BUY
$64.17 - $80.06 $597,807 - $745,838
9,316 Added 9.61%
106,207 $7.05 Million
Q1 2022

May 16, 2022

BUY
$72.8 - $84.71 $5.28 Million - $6.15 Million
72,557 Added 298.17%
96,891 $7.67 Million
Q4 2021

Feb 11, 2022

BUY
$75.52 - $84.98 $1.84 Million - $2.07 Million
24,334 New
24,334 $2.05 Million
Q1 2021

Apr 30, 2021

SELL
$64.07 - $69.29 $282,676 - $305,707
-4,412 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$56.33 - $64.95 $248,527 - $286,559
4,412 New
4,412 $287,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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