A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,524 shares of SUSL stock, worth $547,980. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,524
Previous 6,247 11.57%
Holding current value
$547,980
Previous $527,000 1.71%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 15, 2024

SELL
$82.96 - $93.97 $59,980 - $67,940
-723 Reduced 11.57%
5,524 $518,000
Q4 2023

Feb 06, 2024

BUY
$72.21 - $84.55 $451,095 - $528,183
6,247 New
6,247 $527,000
Q4 2022

Feb 13, 2023

BUY
$63.9 - $70.88 $624,878 - $693,135
9,779 Added 241.93%
13,821 $916,000
Q3 2022

Nov 14, 2022

BUY
$63.6 - $74.65 $257,071 - $301,735
4,042 New
4,042 $250,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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