Raymond James Financial Services Advisors, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 13,548 shares of SUSL stock, worth $1.41 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,548

Previous 12,333 9.85%

Holding current value

$1.41 Million

Previous $1.2 Million 14.49%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$91.41 - $101.59 $111,063 - $123,431	1,215 Added 9.85%	13,548 $1.38 Million
Q2 2024 Jul 19, 2024	SELL	$87.95 - $97.99 $172,821 - $192,550	-1,965 Reduced 13.74%	12,333 $1.2 Million
Q1 2024 Apr 22, 2024	SELL	$82.96 - $93.97 $279,243 - $316,303	-3,366 Reduced 19.06%	14,298 $1.34 Million
Q4 2023 Jan 16, 2024	BUY	$72.21 - $84.55 $43,975 - $51,490	609 Added 3.57%	17,664 $1.49 Million
Q3 2023 Oct 24, 2023	BUY	$74.91 - $80.11 $236,266 - $252,666	3,154 Added 22.69%	17,055 $1.29 Million
Q2 2023 Jul 25, 2023	SELL	$70.03 - $77.42 $1,330 - $1,470	-19 Reduced 0.14%	13,901 $1.08 Million
Q1 2023 Apr 14, 2023	BUY	$65.64 - $72.48 $22,842 - $25,223	348 Added 2.56%	13,920 $991,000
Q4 2022 Feb 08, 2023	BUY	$61.37 - $70.88 $832,913 - $961,983	13,572 New	13,572 $899,000
Q2 2022 Aug 12, 2022	SELL	$64.17 - $80.06 $705 - $880	-11 Reduced 0.35%	3,125 $207,000
Q1 2022 May 11, 2022	SELL	$72.8 - $84.71 $1,456 - $1,694	-20 Reduced 0.63%	3,136 $248,000
Q4 2021 Feb 08, 2022	BUY	$75.52 - $84.98 $238,341 - $268,196	3,156 New	3,156 $266,000
Q1 2020 Apr 21, 2020	SELL	$38.95 - $59.25 $161,837 - $246,183	-4,155 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$49.68 - $55.8 $10,432 - $11,718	-210 Reduced 4.81%	4,155 $231,000
Q2 2019 Aug 06, 2019	BUY	$47.15 - $50.75 $205,809 - $221,523	4,365 New	4,365 $220,000

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.6M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Raymond James Financial Services Advisors, Inc. Ishares Tr Esg Msci Usa Leader Transaction History