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

Horizon Wealth Management, LLC

  • $526 Million
  • Q2 2025

A detailed history of Horizon Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 2,666 shares of SUSL stock, worth $306,643. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,666
Previous 2,632 1.29%
Holding current value
$306,643
Previous $251,000 14.74%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$86.12 - $108.35 $2,928 - $3,683
34 Added 1.29%
2,666 $288,000
Q1 2025

Apr 11, 2025
BUY
$95.35 - $107.82 $286 - $323
3 Added 0.11%
2,632 $251,000
Q4 2024

Jan 13, 2025
BUY
$100.38 - $107.86 $38,244 - $41,094
381 Added 16.95%
2,629 $270,000
Q3 2024

Oct 16, 2024
SELL
$91.41 - $101.59 $365 - $406
-4 Reduced 0.18%
2,248 $228,000
Q2 2024

Jul 19, 2024
BUY
$87.95 - $97.99 $3,342 - $3,723
38 Added 1.72%
2,252 $219,000
Q1 2024

Apr 18, 2024
BUY
$82.96 - $93.97 $183,673 - $208,049
2,214 New
2,214 $207,000

Others Institutions Holding SUSL

# of Institutions
183
Shares Held
8M
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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