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

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 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 15,461 shares of SUSL stock, worth $1.64 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,461
Previous 15,456 0.03%
Holding current value
$1.64 Million
Previous $1.51 Million 4.25%
% of portfolio
0.34%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
166
Shares Held
9.61M
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
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email