W Advisors, LLC Ishares Tr Esg Msci Usa Leader Transaction History

W Advisors, LLC

$159 Million
Q4 2024

A detailed history of W Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, W Advisors, LLC holds 70,263 shares of SUSL stock, worth $7.31 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

70,263

Previous 71,714 2.02%

Holding current value

$7.31 Million

Previous $7.28 Million 0.56%

% of portfolio

4.54%

Previous 4.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$100.38 - $107.86 $145,651 - $156,504	-1,451 Reduced 2.02%	70,263 $7.24 Million
Q2 2024 Aug 06, 2024	SELL	$87.95 - $97.99 $100,614 - $112,100	-1,144 Reduced 1.57%	71,714 $6.99 Million
Q1 2024 Apr 25, 2024	SELL	$82.96 - $93.97 $269,620 - $305,402	-3,250 Reduced 4.27%	72,858 $6.84 Million
Q4 2023 Feb 06, 2024	SELL	$72.21 - $84.55 $28,739 - $33,650	-398 Reduced 0.52%	76,108 $6.42 Million
Q3 2023 Nov 13, 2023	SELL	$74.91 - $80.11 $4,269 - $4,566	-57 Reduced 0.07%	76,506 $5.77 Million
Q2 2023 Aug 03, 2023	SELL	$70.03 - $77.42 $26,121 - $28,877	-373 Reduced 0.48%	76,563 $5.93 Million
Q1 2023 Aug 07, 2023	BUY	$65.64 - $72.48 $8,598 - $9,494	131 Added 0.17%	76,694 $5.47 Million
Q4 2022 Feb 06, 2023	BUY	$61.37 - $70.88 $71,005 - $82,008	1,157 Added 1.53%	76,936 $5.1 Million
Q3 2022 Oct 24, 2022	BUY	$61.76 - $74.65 $4.41 Million - $5.33 Million	71,362 Added 1615.62%	75,779 $4.68 Million
Q2 2022 Aug 26, 2022	SELL	$64.17 - $80.06 $1.32 Million - $1.65 Million	-20,572 Reduced 82.32%	4,417 $293,000
Q1 2022 Aug 26, 2022	BUY	$72.8 - $84.71 $1.82 Million - $2.12 Million	24,989 New	24,989 $1.98 Million

Others Institutions Holding SUSL

# of Institutions

172

Shares Held

8.22M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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