Retirement Capital Strategies Ishares Tr Esg Msci Usa Leader Transaction History

Retirement Capital Strategies

$257 Million
Q4 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 18,807 shares of SUSL stock, worth $1.96 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

18,807

Previous 19,211 2.1%

Holding current value

$1.96 Million

Previous $1.95 Million 0.67%

% of portfolio

0.75%

Previous 0.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$100.38 - $107.86 $40,553 - $43,575	-404 Reduced 2.1%	18,807 $1.94 Million
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

172

Shares Held

8.22M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Retirement Capital Strategies Ishares Tr Esg Msci Usa Leader Transaction History