First Ascent Asset Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

First Ascent Asset Management, LLC

  • $892 Billion
  • Q4 2023

A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 170,114 shares of SUSL stock, worth $17.8 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
170,114
Previous 140,953 20.69%
Holding current value
$17.8 Million
Previous $10.6 Billion 35.04%
% of portfolio
1.61%
Previous 1.37%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$72.21 - $84.55 $2.11 Million - $2.47 Million
29,161 Added 20.69%
170,114 $14.4 Billion
Q3 2023

Nov 08, 2023
BUY
$74.91 - $80.11 $1.18 Million - $1.26 Million
15,787 Added 12.61%
140,953 $10.6 Billion
Q2 2023

Aug 01, 2023
BUY
$70.03 - $77.42 $876,005 - $968,446
12,509 Added 11.1%
125,166 $9.69 Billion
Q1 2023

May 10, 2023
BUY
$65.64 - $72.48 $390,361 - $431,038
5,947 Added 5.57%
112,657 $8.03 Billion
Q4 2022

Feb 06, 2023
BUY
$61.37 - $70.88 $105,679 - $122,055
1,722 Added 1.64%
106,710 $7.08 Billion
Q3 2022

Oct 24, 2022
BUY
$61.76 - $74.65 $1.11 Million - $1.34 Million
18,013 Added 20.71%
104,988 $0
Q2 2022

Jul 22, 2022
BUY
$64.17 - $80.06 $1.03 Million - $1.29 Million
16,060 Added 22.65%
86,975 $5.77 Million
Q1 2022

May 04, 2022
BUY
$72.8 - $84.71 $1.69 Million - $1.96 Million
23,183 Added 48.57%
70,915 $5.62 Million
Q4 2021

Feb 11, 2022
BUY
$75.52 - $84.98 $1.26 Million - $1.42 Million
16,651 Added 53.57%
47,732 $4.03 Million
Q3 2021

Nov 15, 2021
BUY
$74.69 - $79.84 $2.32 Million - $2.48 Million
31,081 New
31,081 $2.35 Million

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.6M
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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