Wealth Alliance Ishares Tr Esg Msci Usa Leader Transaction History

Wealth Alliance

$760 Million
Q2 2024

A detailed history of Wealth Alliance transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealth Alliance holds 5,970 shares of SUSL stock, worth $604,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,970

Previous 7,599 21.44%

Holding current value

$604,761

Previous $713,000 18.51%

% of portfolio

0.08%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$87.95 - $97.99 $143,270 - $159,625	-1,629 Reduced 21.44%	5,970 $581,000
Q1 2024 May 10, 2024	SELL	$82.96 - $93.97 $505,143 - $572,183	-6,089 Reduced 44.48%	7,599 $713,000
Q4 2023 Jan 30, 2024	SELL	$72.21 - $84.55 $8,954 - $10,484	-124 Reduced 0.9%	13,688 $1.15 Million
Q3 2023 Nov 09, 2023	BUY	$74.91 - $80.11 $106,671 - $114,076	1,424 Added 11.49%	13,812 $1.04 Million
Q2 2023 Aug 02, 2023	SELL	$70.03 - $77.42 $113,728 - $125,730	-1,624 Reduced 11.59%	12,388 $959,000
Q1 2023 May 10, 2023	SELL	$65.64 - $72.48 $100,297 - $110,749	-1,528 Reduced 9.83%	14,012 $998,000
Q4 2022 Feb 13, 2023	SELL	$61.37 - $70.88 $135,320 - $156,290	-2,205 Reduced 12.43%	15,540 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$61.76 - $74.65 $781,140 - $944,173	-12,648 Reduced 41.61%	17,745 $1.1 Million
Q2 2022 Aug 15, 2022	BUY	$64.17 - $80.06 $32,534 - $40,590	507 Added 1.7%	30,393 $2.02 Million
Q1 2022 May 10, 2022	BUY	$72.8 - $84.71 $1.93 Million - $2.25 Million	26,531 Added 790.79%	29,886 $2.37 Million
Q3 2021 Nov 12, 2021	SELL	$74.69 - $79.84 $2,166 - $2,315	-29 Reduced 0.86%	3,355 $253,000
Q2 2021 Aug 16, 2021	SELL	$70.05 - $75.09 $2,241 - $2,402	-32 Reduced 0.94%	3,384 $254,000
Q1 2021 May 18, 2021	BUY	$64.07 - $69.29 $218,863 - $236,694	3,416 New	3,416 $237,000

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

Ticker SUSL
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