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

True Link Financial Advisors, LLC

$1.08 Billion
Q2 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 3,999 shares of SUSL stock, worth $386,983. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,999

Previous 5,926 32.52%

Holding current value

$386,983

Previous $556,000 30.04%

% of portfolio

0.04%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$63.9 - $70.88 $607,050 - $673,360	-9,500 Reduced 21.2%	35,319 $2.34 Million
Q3 2022 Nov 09, 2022	SELL	$63.6 - $74.65 $1.08 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

154

Shares Held

9.34M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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