Stifel Financial Corp Ishares Tr Esg Msci Usa Leader Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Stifel Financial Corp holds 8,197 shares of SUSL stock, worth $954,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,197

Previous 7,900 3.76%

Holding current value

$954,786

Previous $756,000 17.46%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$86.12 - $108.35 $25,577 - $32,179	297 Added 3.76%	8,197 $888,000
Q1 2025 May 13, 2025	SELL	$95.35 - $107.82 $1,525 - $1,725	-16 Reduced 0.2%	7,900 $756,000
Q4 2024 Feb 13, 2025	SELL	$100.38 - $107.86 $53,201 - $57,165	-530 Reduced 6.28%	7,916 $815,000
Q3 2024 Nov 14, 2024	BUY	$91.41 - $101.59 $407,505 - $452,888	4,458 Added 111.79%	8,446 $857,000
Q2 2024 Aug 13, 2024	SELL	$87.95 - $97.99 $9,146 - $10,190	-104 Reduced 2.54%	3,988 $388,000
Q1 2024 May 13, 2024	BUY	$82.96 - $93.97 $331 - $375	4 Added 0.1%	4,092 $384,000
Q4 2023 Feb 12, 2024	SELL	$72.21 - $84.55 $61,450 - $71,952	-851 Reduced 17.23%	4,088 $344,000
Q3 2023 Nov 13, 2023	SELL	$74.91 - $80.11 $898 - $961	-12 Reduced 0.24%	4,939 $372,000
Q2 2023 Aug 14, 2023	BUY	$70.03 - $77.42 $910 - $1,006	13 Added 0.26%	4,951 $383,000
Q1 2023 May 12, 2023	BUY	$65.64 - $72.48 $459 - $507	7 Added 0.14%	4,938 $351,000
Q4 2022 Feb 13, 2023	SELL	$61.37 - $70.88 $7,671 - $8,860	-125 Reduced 2.47%	4,931 $326,000
Q3 2022 Nov 14, 2022	SELL	$61.76 - $74.65 $1.07 Million - $1.29 Million	-17,291 Reduced 77.38%	5,056 $312,000
Q2 2022 Aug 15, 2022	BUY	$64.17 - $80.06 $22,844 - $28,501	356 Added 1.62%	22,347 $1.48 Million
Q1 2022 May 13, 2022	SELL	$72.8 - $84.71 $178,214 - $207,370	-2,448 Reduced 10.02%	21,991 $1.74 Million
Q4 2021 Feb 14, 2022	BUY	$75.52 - $84.98 $1.51 Million - $1.7 Million	20,011 Added 451.92%	24,439 $2.06 Million
Q3 2021 Nov 15, 2021	SELL	$74.69 - $79.84 $27,485 - $29,381	-368 Reduced 7.67%	4,428 $334,000
Q2 2021 Aug 13, 2021	BUY	$70.05 - $75.09 $31,312 - $33,565	447 Added 10.28%	4,796 $360,000
Q1 2021 May 14, 2021	BUY	$64.07 - $69.29 $9,674 - $10,462	151 Added 3.6%	4,349 $301,000
Q4 2020 Feb 12, 2021	BUY	$56.33 - $64.95 $236,473 - $272,660	4,198 New	4,198 $273,000

Others Institutions Holding SUSL

# of Institutions

186

Shares Held

8.01M

Call Options Held

Put Options Held

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Stifel Financial Corp Ishares Tr Esg Msci Usa Leader Transaction History