True Link Financial Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	SELL	$87.95 - $97.99 $169,479 - $188,826	-1,927 Reduced 32.52%	3,999 $389,000
Q1 2024 Apr 19, 2024	SELL	$82.96 - $93.97 $53,923 - $61,080	-650 Reduced 9.88%	5,926 $556,000
Q4 2023 Jan 19, 2024	SELL	$72.21 - $84.55 $702,531 - $822,586	-9,729 Reduced 59.67%	6,576 $554,000
Q3 2023 Oct 30, 2023	SELL	$74.91 - $80.11 $592,163 - $633,269	-7,905 Reduced 32.65%	16,305 $1.23 Million
Q2 2023 Jul 20, 2023	SELL	$70.03 - $77.42 $367,167 - $405,913	-5,243 Reduced 17.8%	24,210 $1.87 Million
Q1 2023 May 05, 2023	SELL	$65.64 - $72.48 $385,044 - $425,167	-5,866 Reduced 16.61%	29,453 $2.1 Million
Q4 2022 Feb 09, 2023	SELL	$61.37 - $70.88 $583,015 - $673,360	-9,500 Reduced 21.2%	35,319 $2.34 Million
Q3 2022 Nov 09, 2022	SELL	$61.76 - $74.65 $1.05 Million - $1.26 Million	-16,945 Reduced 27.44%	44,819 $2.77 Million
Q2 2022 Aug 04, 2022	BUY	$64.17 - $80.06 $15,079 - $18,814	235 Added 0.38%	61,764 $4.1 Million
Q1 2022 May 16, 2022	SELL	$72.8 - $84.71 $5.89 Million - $6.85 Million	-80,886 Reduced 56.8%	61,529 $4.87 Million
Q4 2021 Feb 01, 2022	SELL	$75.52 - $84.98 $1.39 Million - $1.56 Million	-18,354 Reduced 11.42%	142,415 $12 Million
Q3 2021 Oct 29, 2021	SELL	$74.69 - $79.84 $38,465 - $41,117	-515 Reduced 0.32%	160,769 $12.1 Million
Q4 2020 Feb 16, 2021	BUY	$56.33 - $64.95 $9.09 Million - $10.5 Million	161,284 New	161,284 $10.5 Million

Others Institutions Holding SUSL

# of Institutions

166

Shares Held

9.61M

Call Options Held

0

Put Options Held

0

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