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 5,098 shares of SUSL stock, worth $514,643. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,098
Previous 5,991 14.91%
Holding current value
$514,643
Previous $562 Million 11.66%
% of portfolio
0.29%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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