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

Cypress Wealth Services, LLC

  • $420 Million
  • Q1 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 16,936 shares of SUSL stock, worth $1.67 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,936
Previous 16,990 0.32%
Holding current value
$1.67 Million
Previous $1.43 Million 10.89%
% of portfolio
0.38%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$63.9 - $70.88 $38,787 - $43,024
607 Added 2.45%
25,411 $0
Q3 2022

Oct 14, 2022
SELL
$63.6 - $74.65 $29,192 - $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
152
Shares Held
11M
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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