Goodwin Investment Advisory Ishares Tr Esg Msci Usa Leader Transaction History

Goodwin Investment Advisory

$363 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$82.96 - $93.97 $100,215 - $113,515	1,208 New	1,208 $113,000
Q3 2023 Nov 07, 2023	SELL	$74.91 - $80.11 $30,713 - $32,845	-410 Reduced 7.21%	5,279 $398,000
Q2 2023 Aug 10, 2023	SELL	$70.03 - $77.42 $102,453 - $113,265	-1,463 Reduced 20.46%	5,689 $440,000
Q1 2023 May 15, 2023	SELL	$65.64 - $72.48 $11,815 - $13,046	-180 Reduced 2.45%	7,152 $509,000
Q4 2022 Feb 14, 2023	SELL	$61.37 - $70.88 $591,299 - $682,928	-9,635 Reduced 56.79%	7,332 $486,000
Q3 2022 Nov 14, 2022	BUY	$61.76 - $74.65 $323,807 - $391,389	5,243 Added 44.72%	16,967 $1.05 Million
Q2 2022 Aug 16, 2022	SELL	$64.17 - $80.06 $2.31 Million - $2.89 Million	-36,045 Reduced 75.46%	11,724 $778,000
Q1 2022 May 16, 2022	BUY	$72.8 - $84.71 $3.47 Million - $4.04 Million	47,718 Added 93564.71%	47,769 $3.78 Million
Q4 2021 Feb 11, 2022	BUY	$75.52 - $84.98 $3,851 - $4,333	51 New	51 $5,000

Others Institutions Holding SUSL

# of Institutions

157

Shares Held

9.39M

Call Options Held

0

Put Options Held

0

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