A detailed history of Jones Financial Companies Lllp transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Jones Financial Companies Lllp holds 2,851 shares of SUSL stock, worth $318,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,851
Previous 2,222 28.31%
Holding current value
$318,371
Previous $212,000 45.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025

BUY
$86.12 - $108.35 $54,169 - $68,152
629 Added 28.31%
2,851 $308,000
Q1 2025

May 28, 2025

SELL
$95.35 - $107.82 $156,660 - $177,148
-1,643 Reduced 42.51%
2,222 $212,000
Q1 2025

May 16, 2025

BUY
$95.35 - $107.82 $264,310 - $298,877
2,772 Added 253.61%
3,865 $370,000
Q4 2024

Feb 05, 2025

BUY
$100.38 - $107.86 $87,029 - $93,514
867 Added 383.63%
1,093 $112,000
Q3 2024

Nov 12, 2024

BUY
$91.41 - $101.59 $9,141 - $10,159
100 Added 79.37%
226 $22,000
Q2 2024

Aug 14, 2024

BUY
$87.95 - $97.99 $11,081 - $12,346
126 New
126 $12,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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