Hb Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

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 14,403 shares of SUSL stock, worth $1.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,403
Previous 6,053 137.95%
Holding current value
$1.7 Million
Previous $655,000 157.25%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$108.03 - $117.04 $902,050 - $977,284
8,350 Added 137.95%
14,403 $1.69 Million
Q2 2025

Jul 17, 2025
SELL
$86.12 - $108.35 $3,617 - $4,550
-42 Reduced 0.69%
6,053 $655,000
Q1 2025

May 07, 2025
BUY
$95.35 - $107.82 $286,145 - $323,567
3,001 Added 96.99%
6,095 $583,000
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

# of Institutions
190
Shares Held
6.49M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email