Sweeney & Michel, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Sweeney & Michel, LLC

$254 Billion
Q3 2024

A detailed history of Sweeney & Michel, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Sweeney & Michel, LLC holds 3,799 shares of SUSL stock, worth $390,043. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,799

Previous 3,687 3.04%

Holding current value

$390,043

Previous $367 Million 6.93%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$91.41 - $101.59 $10,237 - $11,378	112 Added 3.04%	3,799 $393 Million
Q2 2024 Jul 10, 2024	BUY	$87.95 - $97.99 $18,293 - $20,381	208 Added 5.98%	3,687 $367 Million
Q1 2024 May 15, 2024	SELL	$82.96 - $93.97 $77,816 - $88,143	-938 Reduced 21.24%	3,479 $324 Million
Q3 2023 Nov 09, 2023	SELL	$74.91 - $80.11 $106,072 - $113,435	-1,416 Reduced 24.28%	4,417 $341 Million
Q2 2023 Aug 09, 2023	SELL	$70.03 - $77.42 $13,305 - $14,709	-190 Reduced 3.15%	5,833 $460 Million
Q1 2023 Jun 07, 2023	BUY	$65.64 - $72.48 $395,349 - $436,547	6,023 New	6,023 $450 Million

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

9.63M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
Sector ETFs
Industry ETFs

More about SUSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.

Account

Sweeney & Michel, LLC Ishares Tr Esg Msci Usa Leader Transaction History