A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,094 shares of SUSL stock, worth $326,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,094
Previous 3,235 4.36%
Holding current value
$326,014
Previous $328,000 3.05%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
$100.38 - $107.86 $14,153 - $15,208
-141 Reduced 4.36%
3,094 $318,000
Q3 2024

Oct 15, 2024

BUY
$91.41 - $101.59 $35,832 - $39,823
392 Added 13.79%
3,235 $328,000
Q2 2024

Jul 26, 2024

BUY
$87.95 - $97.99 $250,041 - $278,585
2,843 New
2,843 $276,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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