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

My Legacy Advisors, LLC

$275 Million
Q4 2023

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 15,449 shares of SUSL stock, worth $1.52 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

15,449

Previous 15,834 2.43%

Holding current value

$1.52 Million

Previous $1.19 Million 9.13%

% of portfolio

0.47%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$63.9 - $70.88 $89,012 - $98,735	-1,393 Reduced 6.76%	19,210 $1.27 Million

Q3 2022 Oct 17, 2022	BUY	$63.6 - $74.65 $579,841 - $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

152

Shares Held

11M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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