Stratos Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Stratos Wealth Advisors, LLC

$2.03 Billion
Q4 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 4,500 shares of SUSL stock, worth $468,135. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,500

Previous 4,173 7.84%

Holding current value

$468,135

Previous $423,000 9.46%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.38 - $107.86 $32,824 - $35,270	327 Added 7.84%	4,500 $463,000
Q3 2024 Oct 17, 2024	BUY	$91.41 - $101.59 $29,616 - $32,915	324 Added 8.42%	4,173 $423,000
Q2 2024 Jul 24, 2024	SELL	$87.95 - $97.99 $21,547 - $24,007	-245 Reduced 5.98%	3,849 $375,000
Q1 2024 Apr 16, 2024	BUY	$82.96 - $93.97 $1,908 - $2,161	23 Added 0.56%	4,094 $384,000
Q4 2023 Jan 24, 2024	SELL	$72.21 - $84.55 $26,645 - $31,198	-369 Reduced 8.31%	4,071 $343,000
Q3 2023 Oct 24, 2023	BUY	$74.91 - $80.11 $524 - $560	7 Added 0.16%	4,440 $334,000
Q2 2023 Jul 18, 2023	SELL	$70.03 - $77.42 $49,231 - $54,426	-703 Reduced 13.69%	4,433 $343,000
Q1 2023 Apr 27, 2023	SELL	$65.64 - $72.48 $14,112 - $15,583	-215 Reduced 4.02%	5,136 $365,000
Q4 2022 Jan 19, 2023	BUY	$61.37 - $70.88 $2,270 - $2,622	37 Added 0.7%	5,351 $0
Q3 2022 Oct 24, 2022	SELL	$61.76 - $74.65 $788,736 - $953,355	-12,771 Reduced 70.62%	5,314 $328,000
Q2 2022 Jul 22, 2022	BUY	$64.17 - $80.06 $365,255 - $455,701	5,692 Added 45.93%	18,085 $1.2 Million
Q1 2022 Apr 26, 2022	BUY	$72.8 - $84.71 $902,210 - $1.05 Million	12,393 New	12,393 $981,000

Others Institutions Holding SUSL

# of Institutions

172

Shares Held

8.22M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Stratos Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History