A detailed history of Private Ocean, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Private Ocean, LLC holds 11,951 shares of SUSL stock, worth $1.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,951
Previous 12,608 5.21%
Holding current value
$1.21 Million
Previous $1.18 Million 1.61%
% of portfolio
0.11%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$87.95 - $97.99 $57,783 - $64,379
-657 Reduced 5.21%
11,951 $1.16 Million
Q1 2024

Apr 17, 2024

BUY
$82.96 - $93.97 $1,410 - $1,597
17 Added 0.14%
12,608 $1.18 Million
Q4 2023

Jan 22, 2024

BUY
$72.21 - $84.55 $3,032 - $3,551
42 Added 0.33%
12,591 $1.06 Million
Q2 2023

Jul 21, 2023

BUY
$70.03 - $77.42 $1,260 - $1,393
18 Added 0.14%
12,549 $971,000
Q1 2023

Apr 20, 2023

BUY
$65.64 - $72.48 $1,378 - $1,522
21 Added 0.17%
12,531 $892,000
Q4 2022

Feb 01, 2023

BUY
$61.37 - $70.88 $164,717 - $190,241
2,684 Added 27.32%
12,510 $829,000
Q3 2022

Oct 21, 2022

BUY
$61.76 - $74.65 $17,972 - $21,723
291 Added 3.05%
9,826 $606,000
Q2 2022

Jul 25, 2022

BUY
$64.17 - $80.06 $6,609 - $8,246
103 Added 1.09%
9,535 $633,000
Q1 2022

Apr 25, 2022

BUY
$72.8 - $84.71 $44,844 - $52,181
616 Added 6.99%
9,432 $747,000
Q4 2021

Jan 25, 2022

SELL
$75.52 - $84.98 $140,995 - $158,657
-1,867 Reduced 17.48%
8,816 $744,000
Q3 2021

Nov 09, 2021

BUY
$74.69 - $79.84 $1,419 - $1,516
19 Added 0.18%
10,683 $807,000
Q2 2021

Aug 02, 2021

SELL
$70.05 - $75.09 $27,459 - $29,435
-392 Reduced 3.55%
10,664 $801,000
Q1 2021

Apr 20, 2021

BUY
$64.07 - $69.29 $1,217 - $1,316
19 Added 0.17%
11,056 $766,000
Q4 2020

Jan 29, 2021

SELL
$56.33 - $64.95 $9,125 - $10,521
-162 Reduced 1.45%
11,037 $717,000
Q3 2020

Oct 30, 2020

BUY
$54.25 - $62.0 $1,302 - $1,488
24 Added 0.21%
11,199 $651,000
Q2 2020

Jul 24, 2020

BUY
$43.04 - $56.18 $248,512 - $324,383
5,774 Added 106.91%
11,175 $604,000
Q1 2020

May 06, 2020

BUY
$38.95 - $59.25 $210,368 - $320,009
5,401 New
5,401 $243,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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