One Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, One Wealth Advisors, LLC holds 81,924 shares of SUSL stock, worth $8.67 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
81,924
Previous 82,355 0.52%
Holding current value
$8.67 Million
Previous $8.02 Million 3.65%
% of portfolio
1.3%
Previous 1.7%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$91.41 - $101.59 $39,397 - $43,785
-431 Reduced 0.52%
81,924 $8.32 Million
Q2 2024

Aug 13, 2024
SELL
$87.95 - $97.99 $593,750 - $661,530
-6,751 Reduced 7.58%
82,355 $8.02 Million
Q1 2024

Apr 15, 2024
SELL
$82.96 - $93.97 $702,505 - $795,737
-8,468 Reduced 8.68%
89,106 $8.36 Million
Q4 2023

Feb 13, 2024
SELL
$72.21 - $84.55 $167,021 - $195,564
-2,313 Reduced 2.32%
97,574 $8.23 Million
Q3 2023

Nov 01, 2023
BUY
$74.91 - $80.11 $177,087 - $189,380
2,364 Added 2.42%
99,887 $7.53 Million
Q2 2023

Aug 14, 2023
SELL
$70.03 - $77.42 $694,627 - $767,928
-9,919 Reduced 9.23%
97,523 $7.55 Million
Q1 2023

May 15, 2023
SELL
$65.64 - $72.48 $179,394 - $198,087
-2,733 Reduced 2.48%
107,442 $7.66 Million
Q4 2022

Feb 14, 2023
BUY
$61.37 - $70.88 $1.04 Million - $1.2 Million
16,876 Added 18.09%
110,175 $7.31 Million
Q3 2022

Nov 14, 2022
BUY
$61.76 - $74.65 $1.01 Million - $1.22 Million
16,324 Added 21.21%
93,299 $5.76 Million
Q2 2022

Aug 15, 2022
BUY
$64.17 - $80.06 $1.89 Million - $2.36 Million
29,442 Added 61.94%
76,975 $5.11 Million
Q1 2022

May 16, 2022
BUY
$72.8 - $84.71 $3.27 Million - $3.81 Million
44,920 Added 1719.1%
47,533 $3.76 Million
Q4 2021

Feb 14, 2022
BUY
$75.52 - $84.98 $197,333 - $222,052
2,613 New
2,613 $220,000

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.61M
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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