My Legacy Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, My Legacy Advisors, LLC holds 9,296 shares of SUSL stock, worth $889,255. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,296
Previous 9,946 6.54%
Holding current value
$889,255
Previous $1.02 Million 13.28%
% of portfolio
0.35%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$95.35 - $107.82 $61,977 - $70,083
-650 Reduced 6.54%
9,296 $888,000
Q4 2024

Jan 16, 2025
SELL
$100.38 - $107.86 $51,595 - $55,440
-514 Reduced 4.91%
9,946 $1.02 Million
Q3 2024

Oct 21, 2024
SELL
$91.41 - $101.59 $323,499 - $359,527
-3,539 Reduced 25.28%
10,460 $1.06 Million
Q2 2024

Jul 24, 2024
SELL
$87.95 - $97.99 $127,527 - $142,085
-1,450 Reduced 9.39%
13,999 $1.36 Million
Q1 2024

Jul 25, 2024
BUY
$82.96 - $93.97 $41,314 - $46,797
498 Added 3.56%
14,497 $1.36 Million
Q4 2023

Jan 12, 2024
SELL
$72.21 - $84.55 $27,800 - $32,551
-385 Reduced 2.43%
15,449 $1.3 Million
Q3 2023

Oct 20, 2023
BUY
$74.91 - $80.11 $23,371 - $24,994
312 Added 2.01%
15,834 $1.19 Million
Q2 2023

Jul 14, 2023
SELL
$70.03 - $77.42 $303,089 - $335,073
-4,328 Reduced 21.8%
15,522 $1.2 Million
Q1 2023

Apr 11, 2023
BUY
$65.64 - $72.48 $42,009 - $46,387
640 Added 3.33%
19,850 $1.41 Million
Q4 2022

Feb 07, 2023
SELL
$61.37 - $70.88 $85,488 - $98,735
-1,393 Reduced 6.76%
19,210 $1.27 Million
Q3 2022

Oct 17, 2022
BUY
$61.76 - $74.65 $563,065 - $680,584
9,117 Added 79.37%
20,603 $1.26 Million
Q2 2022

Jul 12, 2022
BUY
$64.17 - $80.06 $737,056 - $919,569
11,486 New
11,486 $777,000

Others Institutions Holding SUSL

# of Institutions
171
Shares Held
8.05M
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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