Creative Planning Ishares Tr Esg Msci Usa Leader Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Creative Planning holds 217,973 shares of SUSL stock, worth $24.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

217,973

Previous 225,355 3.28%

Holding current value

$24.3 Million

Previous $21.6 Million 9.38%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$86.12 - $108.35 $635,737 - $799,839	-7,382 Reduced 3.28%	217,973 $23.6 Million
Q1 2025 May 15, 2025	BUY	$95.35 - $107.82 $1.3 Million - $1.47 Million	13,589 Added 6.42%	225,355 $21.6 Million
Q4 2024 Feb 14, 2025	SELL	$100.38 - $107.86 $173,557 - $186,489	-1,729 Reduced 0.81%	211,766 $21.8 Million
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

# of Institutions

182

Shares Held

7.99M

Call Options Held

Put Options Held

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Creative Planning Ishares Tr Esg Msci Usa Leader Transaction History