Ellevest, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

A detailed history of Ellevest, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ellevest, Inc. holds 127,760 shares of SUSL stock, worth $14.9 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

127,760

Previous 119,336 7.06%

Holding current value

$14.9 Million

Previous $11.4 Million 21.07%

% of portfolio

2.28%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$86.12 - $108.35 $725,474 - $912,740	8,424 Added 7.06%	127,760 $13.8 Million
Q1 2025 May 14, 2025	BUY	$95.35 - $107.82 $816,672 - $923,478	8,565 Added 7.73%	119,336 $11.4 Million
Q4 2024 Feb 14, 2025	BUY	$100.38 - $107.86 $688,606 - $739,919	6,860 Added 6.6%	110,771 $11.4 Million
Q3 2024 Nov 13, 2024	BUY	$91.41 - $101.59 $950,389 - $1.06 Million	10,397 Added 11.12%	103,911 $10.5 Million
Q2 2024 Aug 14, 2024	BUY	$87.95 - $97.99 $915,295 - $1.02 Million	10,407 Added 12.52%	93,514 $9.11 Million
Q1 2024 May 13, 2024	BUY	$82.96 - $93.97 $516,177 - $584,681	6,222 Added 8.09%	83,107 $7.8 Million
Q4 2023 Feb 06, 2024	BUY	$72.21 - $84.55 $487,200 - $570,458	6,747 Added 9.62%	76,885 $6.49 Million
Q3 2023 Nov 09, 2023	BUY	$74.91 - $80.11 $5.25 Million - $5.62 Million	70,138 New	70,138 $5.29 Million

Others Institutions Holding SUSL

# of Institutions

183

Shares Held

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellevest, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ellevest, Inc. with notifications on news.

Account