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

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

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 43,930 shares of SUSL stock, worth $5.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

43,930

Previous 43,700 0.53%

Holding current value

$5.12 Million

Previous $4.19 Million 13.69%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.12 - $108.35 $19,807 - $24,920	230 Added 0.53%	43,930 $4.76 Million
Q1 2025 May 15, 2025	SELL	$95.35 - $107.82 $142,929 - $161,622	-1,499 Reduced 3.32%	43,700 $4.19 Million
Q4 2024 Feb 14, 2025	SELL	$100.38 - $107.86 $76,991 - $82,728	-767 Reduced 1.67%	45,199 $4.66 Million
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

183

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Call Options Held

Put Options Held

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