Raymond James & Associates Ishares Tr Esg Msci Usa Leader Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	SELL	$65.64 - $72.48 $3,478 - $3,841	-53 Reduced 0.6%	8,843 $630,000
Q4 2022 Feb 08, 2023	BUY	$61.37 - $70.88 $13,010 - $15,026	212 Added 2.44%	8,896 $589,000
Q3 2022 Oct 25, 2022	BUY	$61.76 - $74.65 $3,273 - $3,956	53 Added 0.61%	8,684 $536,000
Q4 2021 Feb 08, 2022	SELL	$75.52 - $84.98 $43,197 - $48,608	-572 Reduced 6.22%	8,631 $728,000
Q3 2021 Nov 02, 2021	SELL	$74.69 - $79.84 $8,290 - $8,862	-111 Reduced 1.19%	9,203 $695,000
Q2 2021 Aug 11, 2021	BUY	$70.05 - $75.09 $95,268 - $102,122	1,360 Added 17.1%	9,314 $699,000
Q1 2021 May 14, 2021	BUY	$64.07 - $69.29 $10,058 - $10,878	157 Added 2.01%	7,954 $551,000
Q4 2020 Feb 12, 2021	BUY	$56.33 - $64.95 $51,541 - $59,429	915 Added 13.3%	7,797 $506,000
Q3 2020 Nov 04, 2020	SELL	$54.25 - $62.0 $15,461 - $17,670	-285 Reduced 3.98%	6,882 $400,000
Q2 2020 Jul 28, 2020	BUY	$43.04 - $56.18 $64,430 - $84,101	1,497 Added 26.4%	7,167 $388,000
Q1 2020 Apr 21, 2020	BUY	$38.95 - $59.25 $220,846 - $335,947	5,670 New	5,670 $256,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.61M

Call Options Held

0

Put Options Held

0

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