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

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

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 2,629 shares of SUSL stock, worth $274,861. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,629
Previous 2,248 16.95%
Holding current value
$274,861
Previous $228,000 18.42%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
169
Shares Held
8.19M
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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