Farther Finance Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Farther Finance Advisors, LLC

$1.64 Trillion
Q1 2024

A detailed history of Farther Finance Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 6,655 shares of SUSL stock, worth $656,781. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,655

Previous 5,342 24.58%

Holding current value

$656,781

Previous $414 Million 51.0%

% of portfolio

0.04%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$82.96 - $93.97 $108,926 - $123,382	1,313 Added 24.58%	6,655 $625 Million
Q4 2023 Feb 14, 2024	BUY	$72.21 - $84.55 $96,978 - $113,550	1,343 Added 25.05%	6,704 $566 Million
Q3 2023 Nov 13, 2023	BUY	$74.91 - $80.11 $1,423 - $1,522	19 Added 0.36%	5,361 $404 Million
Q2 2023 May 13, 2024	SELL	$70.03 - $77.42 $23,600 - $26,090	-337 Reduced 5.93%	5,342 $414 Million
Q2 2023 Sep 12, 2023	SELL	$70.03 - $77.42 $23,600 - $26,090	-337 Reduced 5.93%	5,342 $414 Million

Q1 2023 May 13, 2024	SELL	$65.64 - $72.48 $67,281 - $74,292	-1,025 Reduced 15.29%	5,679 $405 Million
Q1 2023 Sep 12, 2023	SELL	$65.64 - $72.48 $31,966 - $35,297	-487 Reduced 7.9%	5,679 $405 Million
Q4 2022 Sep 11, 2023	BUY	$63.9 - $70.88 $394,007 - $437,046	6,166 New	6,166 $409 Million

Others Institutions Holding SUSL

# of Institutions

152

Shares Held

11M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Farther Finance Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History