A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,110 shares of SUSL stock, worth $516,314. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,110
Previous 5,110 -0.0%
Holding current value
$516,314
Previous $479,000 3.76%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$82.96 - $93.97 $6,885 - $7,799
-83 Reduced 1.6%
5,110 $479,000
Q3 2023

Nov 03, 2023

SELL
$74.91 - $80.11 $44,721 - $47,825
-597 Reduced 10.31%
5,193 $391,000
Q1 2023

May 11, 2023

SELL
$65.64 - $72.48 $21,333 - $23,556
-325 Reduced 5.31%
5,790 $412,000
Q4 2022

Feb 09, 2023

BUY
$61.37 - $70.88 $30,930 - $35,723
504 Added 8.98%
6,115 $405,000
Q3 2022

Nov 07, 2022

BUY
$61.76 - $74.65 $98,198 - $118,693
1,590 Added 39.54%
5,611 $346,000
Q2 2022

Aug 01, 2022

SELL
$64.17 - $80.06 $65,966 - $82,301
-1,028 Reduced 20.36%
4,021 $267,000
Q1 2022

May 25, 2022

BUY
$72.8 - $84.71 $367,567 - $427,700
5,049 New
5,049 $399,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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