Dynamic Advisor Solutions LLC Ishares Tr Esg Msci Usa Leader Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 3,035 shares of SUSL stock, worth $321,163. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,035

Holding current value

$321,163

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$91.41 - $101.59 $277,429 - $308,325	3,035 New	3,035 $308,000
Q4 2023 Jan 10, 2024	BUY	$72.21 - $84.55 $189,984 - $222,451	2,631 New	2,631 $222,000
Q2 2022 Jul 27, 2022	SELL	$64.17 - $80.06 $15,015 - $18,734	-234 Reduced 3.31%	6,844 $454,000
Q1 2022 Apr 11, 2022	SELL	$72.8 - $84.71 $87,141 - $101,397	-1,197 Reduced 14.47%	7,078 $560,000
Q4 2021 Jan 26, 2022	SELL	$75.52 - $84.98 $100,517 - $113,108	-1,331 Reduced 13.86%	8,275 $698,000
Q3 2021 Oct 28, 2021	BUY	$74.69 - $79.84 $26,290 - $28,103	352 Added 3.8%	9,606 $725,000
Q2 2021 Aug 10, 2021	BUY	$70.05 - $75.09 $91,765 - $98,367	1,310 Added 16.49%	9,254 $695,000
Q1 2021 Apr 27, 2021	BUY	$64.07 - $69.29 $157,355 - $170,176	2,456 Added 44.75%	7,944 $550,000
Q4 2020 Feb 03, 2021	BUY	$56.33 - $64.95 $309,139 - $356,445	5,488 New	5,488 $356,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.61M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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Dynamic Advisor Solutions LLC Ishares Tr Esg Msci Usa Leader Transaction History