Global Retirement Partners, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Global Retirement Partners, LLC holds 696 shares of SUSL stock, worth $69,871. This represents 0.0% of its overall portfolio holdings.

Number of Shares

696

Previous 696 -0.0%

Holding current value

$69,871

Previous $65,000 3.08%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$72.21 - $84.55 $7,870 - $9,215	109 Added 18.57%	696 $58,000
Q3 2023 Oct 13, 2023	BUY	$74.91 - $80.11 $1,423 - $1,522	19 Added 3.35%	587 $44,000
Q2 2023 Jul 20, 2023	SELL	$70.03 - $77.42 $31,583 - $34,916	-451 Reduced 44.26%	568 $43,000
Q1 2023 May 05, 2023	SELL	$65.64 - $72.48 $10,305 - $11,379	-157 Reduced 13.35%	1,019 $72,000
Q4 2022 Feb 13, 2023	BUY	$61.37 - $70.88 $34,980 - $40,401	570 Added 94.06%	1,176 $77,000
Q3 2022 Nov 03, 2022	BUY	$61.76 - $74.65 $37,426 - $45,237	606 New	606 $40,000
Q2 2022 Jul 15, 2022	SELL	$64.17 - $80.06 $26,502 - $33,064	-413 Closed	0 $0
Q1 2022 Jul 14, 2022	BUY	$72.8 - $84.71 $30,066 - $34,985	413 New	413 $28,000

Others Institutions Holding SUSL

# of Institutions

154

Shares Held

9.34M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Global Retirement Partners, LLC Ishares Tr Esg Msci Usa Leader Transaction History