Robertson Stephens Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 63,663 shares of SUSL stock, worth $7.42 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
63,663
Previous 65,107 2.22%
Holding current value
$7.42 Million
Previous $6.24 Million 10.58%
% of portfolio
0.22%
Previous 0.22%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$86.12 - $108.35 $124,357 - $156,457
-1,444 Reduced 2.22%
63,663 $6.9 Million
Q1 2025

Apr 17, 2025
BUY
$95.35 - $107.82 $481,994 - $545,030
5,055 Added 8.42%
65,107 $6.24 Million
Q4 2024

Jan 27, 2025
BUY
$100.38 - $107.86 $2.24 Million - $2.4 Million
22,279 Added 58.98%
60,052 $6.19 Million
Q3 2024

Nov 12, 2024
BUY
$91.41 - $101.59 $99,271 - $110,326
1,086 Added 2.96%
37,773 $3.83 Million
Q2 2024

Aug 13, 2024
BUY
$87.95 - $97.99 $34,652 - $38,608
394 Added 1.09%
36,687 $3.57 Million
Q1 2024

May 15, 2024
BUY
$82.96 - $93.97 $62,717 - $71,041
756 Added 2.13%
36,293 $3.41 Million
Q4 2023

Feb 06, 2024
BUY
$72.21 - $84.55 $218,001 - $255,256
3,019 Added 9.28%
35,537 $3 Million
Q3 2023

Nov 13, 2023
BUY
$74.91 - $80.11 $407,135 - $435,397
5,435 Added 20.07%
32,518 $2.45 Million
Q2 2023

Aug 11, 2023
BUY
$70.03 - $77.42 $1.42 Million - $1.57 Million
20,215 Added 294.34%
27,083 $2.1 Million
Q1 2023

May 11, 2023
SELL
$65.64 - $72.48 $380,515 - $420,166
-5,797 Reduced 45.77%
6,868 $489,000
Q4 2022

Feb 14, 2023
SELL
$61.37 - $70.88 $123,537 - $142,681
-2,013 Reduced 13.71%
12,665 $839,000
Q3 2022

Nov 14, 2022
SELL
$61.76 - $74.65 $1.98 Million - $2.4 Million
-32,127 Reduced 68.64%
14,678 $906,000
Q2 2022

Aug 12, 2022
BUY
$64.17 - $80.06 $2.36 Million - $2.94 Million
36,709 Added 363.6%
46,805 $3.11 Million
Q1 2022

May 16, 2022
BUY
$72.8 - $84.71 $163,217 - $189,919
2,242 Added 28.55%
10,096 $799,000
Q1 2021

May 07, 2021
BUY
$64.07 - $69.29 $31,842 - $34,437
497 Added 6.76%
7,854 $544,000
Q4 2020

Feb 10, 2021
SELL
$56.33 - $64.95 $308,575 - $355,796
-5,478 Reduced 42.68%
7,357 $477,000
Q2 2020

Aug 12, 2020
SELL
$43.04 - $56.18 $10,028 - $13,089
-233 Reduced 1.78%
12,835 $694,000
Q1 2020

May 01, 2020
BUY
$38.95 - $59.25 $508,998 - $774,279
13,068 New
13,068 $589,000

Others Institutions Holding SUSL

# of Institutions
183
Shares Held
8M
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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