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

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 12,019 shares of SUSL stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,019
Previous 12,004 0.12%
Holding current value
$1.34 Million
Previous $1.15 Million 13.22%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$86.12 - $108.35 $1,291 - $1,625
15 Added 0.12%
12,019 $1.3 Million
Q1 2025

May 09, 2025
BUY
$95.35 - $107.82 $1,525 - $1,725
16 Added 0.13%
12,004 $1.15 Million
Q4 2024

Feb 03, 2025
SELL
$100.38 - $107.86 $1.2 Million - $1.29 Million
-11,951 Reduced 49.92%
11,988 $1.24 Million
Q3 2024

Nov 13, 2024
BUY
$91.41 - $101.59 $2.19 Million - $2.43 Million
23,939 New
23,939 $2.43 Million

Others Institutions Holding SUSL

# of Institutions
182
Shares Held
7.99M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email