Cypress Wealth Services, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 15,438 shares of SUSL stock, worth $1.63 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

15,438

Previous 15,461 0.15%

Holding current value

$1.63 Million

Previous $1.57 Million 1.34%

% of portfolio

0.34%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$100.38 - $107.86 $2,308 - $2,480	-23 Reduced 0.15%	15,438 $1.59 Million
Q3 2024 Oct 08, 2024	BUY	$91.41 - $101.59 $457 - $507	5 Added 0.03%	15,461 $1.57 Million
Q2 2024 Jul 12, 2024	SELL	$87.95 - $97.99 $130,166 - $145,025	-1,480 Reduced 8.74%	15,456 $1.51 Million
Q1 2024 Apr 15, 2024	SELL	$82.96 - $93.97 $4,479 - $5,074	-54 Reduced 0.32%	16,936 $1.59 Million
Q4 2023 Jan 10, 2024	SELL	$72.21 - $84.55 $164,061 - $192,097	-2,272 Reduced 11.8%	16,990 $1.43 Million
Q3 2023 Oct 13, 2023	SELL	$74.91 - $80.11 $136,261 - $145,720	-1,819 Reduced 8.63%	19,262 $1.45 Million
Q2 2023 Jul 21, 2023	SELL	$70.03 - $77.42 $159,038 - $175,820	-2,271 Reduced 9.73%	21,081 $1.63 Million
Q1 2023 Apr 07, 2023	SELL	$65.64 - $72.48 $135,152 - $149,236	-2,059 Reduced 8.1%	23,352 $1.66 Million
Q4 2022 Jan 18, 2023	BUY	$61.37 - $70.88 $37,251 - $43,024	607 Added 2.45%	25,411 $0
Q3 2022 Oct 14, 2022	SELL	$61.76 - $74.65 $28,347 - $34,264	-459 Reduced 1.82%	24,804 $1.55 Million
Q2 2022 Jul 27, 2022	BUY	$64.17 - $80.06 $537,616 - $670,742	8,378 Added 49.62%	25,263 $1.68 Million
Q1 2022 Apr 22, 2022	BUY	$72.8 - $84.71 $909,636 - $1.06 Million	12,495 Added 284.62%	16,885 $1.34 Million
Q4 2021 Jan 19, 2022	BUY	$75.52 - $84.98 $331,532 - $373,062	4,390 New	4,390 $370,000

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

8.08M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Cypress Wealth Services, LLC Ishares Tr Esg Msci Usa Leader Transaction History