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

Sweeney & Michel, LLC

$282 Billion
Q2 2025

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 3,853 shares of SUSL stock, worth $448,797. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,853

Previous 3,771 2.17%

Holding current value

$448,797

Previous $325 Million 29.64%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$86.12 - $108.35 $7,061 - $8,884	82 Added 2.17%	3,853 $421 Million
Q1 2025 Apr 09, 2025	SELL	$95.35 - $107.82 $2,669 - $3,018	-28 Reduced 0.74%	3,771 $325 Million
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

183

Shares Held

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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