Wealth Plan Investment Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$70.03 - $77.42 $65,758 - $72,697
-939 Reduced 32.3%
1,968 $152,000
Q2 2023

Jul 25, 2023
BUY
$70.03 - $77.42 $65,758 - $72,697
939 Added 47.71%
2,907 $225,000
Q1 2023

May 08, 2023
BUY
$65.64 - $72.48 $129,179 - $142,640
1,968 New
1,968 $140,000

Others Institutions Holding SUSL

# of Institutions
166
Shares Held
9.61M
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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