Wharton Business Group, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wharton Business Group, LLC

$2.23 Billion
Q3 2024

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wharton Business Group, LLC holds 4,990 shares of SUSL stock, worth $525,796. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,990

Previous 4,990 -0.0%

Holding current value

$525,796

Previous $486,000 4.32%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$82.96 - $93.97 $40,650 - $46,045	-490 Reduced 8.94%	4,990 $468,000
Q3 2023 Nov 06, 2023	SELL	$74.91 - $80.11 $85,771 - $91,725	-1,145 Reduced 17.28%	5,480 $413,000
Q2 2023 Aug 07, 2023	SELL	$70.03 - $77.42 $29,062 - $32,129	-415 Reduced 5.89%	6,625 $513,000
Q1 2023 May 04, 2023	BUY	$65.64 - $72.48 $13,456 - $14,858	205 Added 3.0%	7,040 $501,000
Q4 2022 Feb 13, 2023	BUY	$61.37 - $70.88 $51,857 - $59,893	845 Added 14.11%	6,835 $453,000
Q3 2022 Oct 31, 2022	BUY	$61.76 - $74.65 $59,289 - $71,664	960 Added 19.09%	5,990 $369,000
Q1 2022 May 18, 2022	BUY	$72.8 - $84.71 $366,184 - $426,091	5,030 New	5,030 $398,000

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

8.08M

Call Options Held

Put Options Held

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Wharton Business Group, LLC Ishares Tr Esg Msci Usa Leader Transaction History