Retirement Capital Strategies Ishares Tr Esg Msci Usa Leader Transaction History

Retirement Capital Strategies

  • $255 Million
  • Q3 2024

A detailed history of Retirement Capital Strategies transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Retirement Capital Strategies holds 19,211 shares of SUSL stock, worth $2.01 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
19,211
Previous 36,566 47.46%
Holding current value
$2.01 Million
Previous $3.56 Million 45.26%
% of portfolio
0.77%
Previous 1.43%

Shares

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

Nov 12, 2024
SELL
$91.41 - $101.59 $1.59 Million - $1.76 Million
-17,355 Reduced 47.46%
19,211 $1.95 Million
Q2 2024

Aug 13, 2024
BUY
$87.95 - $97.99 $1.62 Million - $1.81 Million
18,461 Added 101.97%
36,566 $3.56 Million
Q1 2024

May 13, 2024
SELL
$82.96 - $93.97 $991,040 - $1.12 Million
-11,946 Reduced 39.75%
18,105 $1.7 Million
Q4 2023

Feb 14, 2024
BUY
$72.21 - $84.55 $16,680 - $19,531
231 Added 0.77%
30,051 $2.54 Million
Q3 2023

Nov 13, 2023
BUY
$74.91 - $80.11 $1.67 Million - $1.79 Million
22,343 Added 298.82%
29,820 $2.25 Million
Q2 2023

Aug 14, 2023
BUY
$70.03 - $77.42 $523,614 - $578,869
7,477 New
7,477 $578,000
Q2 2022

Jul 29, 2022
BUY
$64.17 - $80.06 $203,354 - $253,710
3,169 Added 64.66%
8,070 $536,000
Q1 2021

Apr 29, 2021
SELL
$64.07 - $69.29 $96,361 - $104,212
-1,504 Reduced 23.48%
4,901 $340,000
Q3 2020

Nov 13, 2020
SELL
$54.25 - $62.0 $1.02 Million - $1.17 Million
-18,795 Reduced 74.58%
6,405 $362,000
Q2 2020

Aug 11, 2020
BUY
$43.04 - $56.18 $35,464 - $46,292
824 Added 3.38%
25,200 $1.36 Million
Q1 2020

May 14, 2020
BUY
$38.95 - $59.25 $949,445 - $1.44 Million
24,376 New
24,376 $1.1 Million

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.6M
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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