Integrated Wealth Concepts LLC Ishares Tr Esg Msci Usa Leader Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 45,966 shares of SUSL stock, worth $4.83 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
45,966
Previous 46,040 0.16%
Holding current value
$4.83 Million
Previous $4.49 Million 4.04%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$91.41 - $101.59 $6,764 - $7,517
-74 Reduced 0.16%
45,966 $4.67 Million
Q2 2024

Aug 14, 2024
SELL
$87.95 - $97.99 $999,375 - $1.11 Million
-11,363 Reduced 19.8%
46,040 $4.49 Million
Q1 2024

May 15, 2024
SELL
$82.96 - $93.97 $250,290 - $283,507
-3,017 Reduced 4.99%
57,403 $5.39 Million
Q4 2023

Feb 13, 2024
SELL
$72.21 - $84.55 $612,846 - $717,575
-8,487 Reduced 12.32%
60,420 $5.1 Million
Q3 2023

Nov 15, 2023
SELL
$74.91 - $80.11 $789,925 - $844,759
-10,545 Reduced 13.27%
68,907 $5.2 Million
Q2 2023

Aug 15, 2023
SELL
$70.03 - $77.42 $1.02 Million - $1.12 Million
-14,499 Reduced 15.43%
79,452 $6.15 Million
Q1 2023

May 03, 2023
BUY
$65.64 - $72.48 $195,541 - $215,917
2,979 Added 3.27%
93,951 $6.7 Million
Q4 2022

Feb 13, 2023
BUY
$61.37 - $70.88 $338,210 - $390,619
5,511 Added 6.45%
90,972 $6.03 Million
Q3 2022

Nov 14, 2022
BUY
$61.76 - $74.65 $666,637 - $805,772
10,794 Added 14.46%
85,461 $5.28 Million
Q2 2022

Aug 08, 2022
BUY
$64.17 - $80.06 $1.76 Million - $2.2 Million
27,441 Added 58.11%
74,667 $4.96 Million
Q1 2022

May 12, 2022
BUY
$72.8 - $84.71 $3.23 Million - $3.76 Million
44,342 Added 1537.52%
47,226 $3.74 Million
Q4 2021

Feb 15, 2022
BUY
$75.52 - $84.98 $217,799 - $245,082
2,884 New
2,884 $243,000

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.61M
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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