United Asset Strategies, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, United Asset Strategies, Inc. holds 4,690 shares of SUSL stock, worth $459,573. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,690
Previous 4,674 0.34%
Holding current value
$459,573
Previous $394,000 11.68%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$82.96 - $93.97 $1,327 - $1,503
16 Added 0.34%
4,690 $440,000
Q4 2023

Jan 30, 2024
SELL
$72.21 - $84.55 $40,148 - $47,009
-556 Reduced 10.63%
4,674 $394,000
Q3 2023

Nov 07, 2023
BUY
$74.91 - $80.11 $33,934 - $36,289
453 Added 9.48%
5,230 $394,000
Q2 2023

Jul 25, 2023
SELL
$70.03 - $77.42 $101,893 - $112,646
-1,455 Reduced 23.35%
4,777 $369,000
Q1 2023

Jul 25, 2023
BUY
$65.64 - $72.48 $86,513 - $95,528
1,318 Added 26.82%
6,232 $444,000
Q1 2023

Apr 25, 2023
BUY
$65.64 - $72.48 $12,143 - $13,408
185 Added 3.91%
4,914 $350,000
Q4 2022

Jan 26, 2023
BUY
$63.9 - $70.88 $72,590 - $80,519
1,136 Added 31.62%
4,729 $0
Q3 2022

Oct 24, 2022
BUY
$63.6 - $74.65 $20,860 - $24,485
328 Added 10.05%
3,593 $222,000
Q2 2022

Aug 15, 2022
BUY
$64.17 - $80.06 $5,775 - $7,205
90 Added 2.83%
3,265 $217,000
Q1 2022

Apr 29, 2022
BUY
$72.8 - $84.71 $29,265 - $34,053
402 Added 14.5%
3,175 $251,000
Q4 2021

Jan 31, 2022
BUY
$75.52 - $84.98 $209,416 - $235,649
2,773 New
2,773 $234,000
Q2 2021

Jul 19, 2021
SELL
$70.05 - $75.09 $204,475 - $219,187
-2,919 Closed
0 $0
Q1 2021

Apr 27, 2021
BUY
$64.07 - $69.29 $187,020 - $202,257
2,919 New
2,919 $202,000

Others Institutions Holding SUSL

# of Institutions
152
Shares Held
11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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