A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,230 shares of SUSL stock, worth $342,315. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,230
Previous 3,120 3.53%
Holding current value
$342,315
Previous $303,000 7.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$91.41 - $101.59 $10,055 - $11,174
110 Added 3.53%
3,230 $327,000
Q2 2024

Aug 14, 2024

SELL
$87.95 - $97.99 $12,049 - $13,424
-137 Reduced 4.21%
3,120 $303,000
Q4 2023

Feb 14, 2024

BUY
$72.21 - $84.55 $2,238 - $2,621
31 Added 0.96%
3,257 $274,000
Q3 2023

Nov 13, 2023

SELL
$74.91 - $80.11 $49,515 - $52,952
-661 Reduced 17.01%
3,226 $243,000
Q2 2023

Aug 11, 2023

SELL
$70.03 - $77.42 $40,197 - $44,439
-574 Reduced 12.87%
3,887 $300,000
Q1 2023

May 11, 2023

BUY
$65.64 - $72.48 $292,820 - $323,333
4,461 New
4,461 $317,000
Q3 2022

Nov 15, 2022

BUY
$61.76 - $74.65 $358,331 - $433,119
5,802 New
5,802 $358,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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