Lpl Financial LLC Ishares Tr Esg Msci Usa Leader Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Lpl Financial LLC holds 23,186 shares of SUSL stock, worth $2.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,186

Previous 23,830 2.7%

Holding current value

$2.44 Million

Previous $2.32 Million 1.38%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$91.41 - $101.59 $58,868 - $65,423	-644 Reduced 2.7%	23,186 $2.35 Million
Q2 2024 Aug 07, 2024	BUY	$87.95 - $97.99 $154,000 - $171,580	1,751 Added 7.93%	23,830 $2.32 Million
Q1 2024 May 10, 2024	BUY	$82.96 - $93.97 $59,648 - $67,564	719 Added 3.37%	22,079 $2.07 Million
Q4 2023 Feb 14, 2024	BUY	$72.21 - $84.55 $47,225 - $55,295	654 Added 3.16%	21,360 $1.8 Million
Q3 2023 Nov 13, 2023	SELL	$74.91 - $80.11 $166,524 - $178,084	-2,223 Reduced 9.7%	20,706 $1.56 Million
Q2 2023 Jul 31, 2023	SELL	$70.03 - $77.42 $175,845 - $194,401	-2,511 Reduced 9.87%	22,929 $1.78 Million
Q1 2023 May 10, 2023	SELL	$65.64 - $72.48 $427,316 - $471,844	-6,510 Reduced 20.38%	25,440 $1.81 Million
Q4 2022 Feb 07, 2023	BUY	$61.37 - $70.88 $46,395 - $53,585	756 Added 2.42%	31,950 $2.12 Million
Q3 2022 Nov 14, 2022	SELL	$61.76 - $74.65 $8,955 - $10,824	-145 Reduced 0.46%	31,194 $1.93 Million
Q2 2022 Aug 12, 2022	BUY	$64.17 - $80.06 $104,853 - $130,818	1,634 Added 5.5%	31,339 $2.08 Million
Q1 2022 May 16, 2022	BUY	$72.8 - $84.71 $147,492 - $171,622	2,026 Added 7.32%	29,705 $2.35 Million
Q4 2021 Feb 14, 2022	BUY	$75.52 - $84.98 $260,997 - $293,690	3,456 Added 14.27%	27,679 $2.34 Million
Q3 2021 Nov 15, 2021	BUY	$74.69 - $79.84 $743,314 - $794,567	9,952 Added 69.74%	24,223 $1.83 Million
Q2 2021 Aug 13, 2021	BUY	$70.05 - $75.09 $110,118 - $118,041	1,572 Added 12.38%	14,271 $1.07 Million
Q1 2021 May 14, 2021	BUY	$64.07 - $69.29 $813,624 - $879,913	12,699 New	12,699 $880,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.61M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Lpl Financial LLC Ishares Tr Esg Msci Usa Leader Transaction History