Regal Investment Advisors LLC Ishares Tr Esg Msci Usa Leader Transaction History

Regal Investment Advisors LLC

  • $1.43 Billion
  • Q1 2024

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 3,257 shares of SUSL stock, worth $321,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,257
Previous 3,257 -0.0%
Holding current value
$321,433
Previous $274,000 11.31%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$63.6 - $74.65 $369,007 - $433,119
5,802 New
5,802 $358,000

Others Institutions Holding SUSL

# of Institutions
152
Shares Held
11M
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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