A detailed history of Spire Wealth Management transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Spire Wealth Management holds 175 shares of SUSL stock, worth $17,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 175 -0.0%
Holding current value
$17,270
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$72.21 - $84.55 $10,759 - $12,597
-149 Reduced 45.99%
175 $14,000
Q3 2023

Nov 08, 2023

SELL
$74.91 - $80.11 $16,180 - $17,303
-216 Reduced 40.0%
324 $24,000
Q2 2023

Aug 09, 2023

SELL
$70.03 - $77.42 $7,633 - $8,438
-109 Reduced 16.8%
540 $41,000
Q1 2023

May 09, 2023

BUY
$65.64 - $72.48 $13,193 - $14,568
201 Added 44.87%
649 $46,000
Q4 2022

Feb 03, 2023

SELL
$63.9 - $70.88 $1,789 - $1,984
-28 Reduced 5.88%
448 $30,000
Q3 2022

Nov 07, 2022

BUY
$63.6 - $74.65 $30,273 - $35,533
476 New
476 $29,000
Q3 2021

Oct 22, 2021

SELL
$74.69 - $79.84 $27,859 - $29,780
-373 Closed
0 $0
Q2 2021

Jul 26, 2021

BUY
$70.05 - $75.09 $26,128 - $28,008
373 New
373 $14,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


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