Shared Vision Wealth Group LLC Ishares Tr Esg Msci Usa Leader Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,479 shares of SUSL stock, worth $532,060. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,479
Previous 4,479 -0.0%
Holding current value
$532,060
Previous $499 Million 5.67%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Aug 07, 2025
SELL
$86.12 - $108.35 $947 - $1,191
-11 Reduced 0.24%
4,479 $499 Million
Q1 2025

May 02, 2025
SELL
$95.35 - $107.82 $57,972 - $65,554
-608 Reduced 11.93%
4,490 $430 Million
Q2 2024

Jul 23, 2024
SELL
$87.95 - $97.99 $78,539 - $87,505
-893 Reduced 14.91%
5,098 $497 Million
Q1 2024

May 06, 2024
SELL
$82.96 - $93.97 $2,156 - $2,443
-26 Reduced 0.43%
5,991 $562 Million
Q4 2023

Feb 07, 2024
BUY
$72.21 - $84.55 $434,487 - $508,737
6,017 New
6,017 $508 Million

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.46M
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
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email