Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Msci Usa Leader (SUSL)

SUSL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI USA LEADER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.9K
+ 11.93%
$138K - $161K
17.8K $1.74M
Apr 08, 2022 Q1 2022
Ims Capital Management

BUY
 -
1.72K
+ 30.44%
$125K - $146K
7.37K $720K
Apr 21, 2022 Q1 2022
Millburn Ridgefield Corp

BUY
 -
1.39K
New
$101K - $118K
1.39K $136K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
969
New
$70.5K - $82.1K
969 $94.6K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
941
+ 12.3%
$68.5K - $79.7K
8.59K $839K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
891
New
$64.9K - $75.5K
891 $87K
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
775
+ 8.53%
$56.4K - $65.7K
9.87K $963K
Apr 25, 2022 Q1 2022
Omega Financial Group, LLC

BUY
 -
734
+ 19.87%
$53.4K - $62.2K
4.43K $432K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
616
+ 6.99%
$44.8K - $52.2K
9.43K $921K
May 09, 2022 Q1 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
427
+ 0.71%
$31.1K - $36.2K
60.7K $5.93M
Apr 29, 2022 Q1 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
402
+ 14.5%
$29.3K - $34.1K
3.18K $310K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
398
+ 1.43%
$29K - $33.7K
28.2K $2.75M
Apr 28, 2022 Q1 2022
Friedenthal Financial

BUY
 -
383
+ 2.63%
$27.9K - $32.4K
15K $1.46M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
328
+ 4.55%
$23.9K - $27.8K
7.54K $736K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
310
+ 20.18%
$22.6K - $26.3K
1.85K $180K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
294
+ 1.83%
$21.4K - $24.9K
16.3K $1.59M
Apr 22, 2022 Q1 2022
Foster Group, Inc.

BUY
 -
238
+ 9.56%
$17.3K - $20.2K
2.73K $266K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
186
New
$13.5K - $15.8K
186 $18.2K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
145
+ 145.0%
$10.6K - $12.3K
245 $23.9K
May 03, 2022 Q1 2022
Firestone Capital Management

BUY
 -
106
+ 2.86%
$7.72K - $8.98K
3.82K $372K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
31
+ 0.04%
$2.26K - $2.63K
69.8K $6.81M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
16
+ 0.11%
$1.16K - $1.36K
14.4K $1.4M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-18
Closed
$1.31K - $1.52K
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-20
- 0.63%
$1.46K - $1.69K
3.14K $306K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-95
- 9.47%
$6.92K - $8.05K
908 $88.6K
May 17, 2022 Q1 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-123
- 2.0%
$8.95K - $10.4K
6.03K $588K
Apr 07, 2022 Q1 2022
Diversified Trust CO

SELL
 -
-170
- 4.27%
$12.4K - $14.4K
3.82K $372K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-250
Closed
$18.2K - $21.2K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-270
- 7.14%
$19.7K - $22.9K
3.51K $343K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-400
- 48.31%
$29.1K - $33.9K
428 $41.8K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-440
- 66.57%
$32K - $37.3K
221 $21.6K
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-583
Closed
$42.4K - $49.4K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-590
Closed
$43K - $50K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-651
Closed
$47.4K - $55.1K
0 $0
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-750
Closed
$54.6K - $63.5K
0 $0
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-750
- 62.24%
$54.6K - $63.5K
455 $44.4K
Apr 08, 2022 Q1 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-979
- 4.19%
$71.3K - $82.9K
22.4K $2.19M
May 12, 2022 Q1 2022
Sns Financial Group, LLC

SELL
 -
-990
- 8.87%
$72.1K - $83.9K
10.2K $993K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.03K
- 2.14%
$74.8K - $87K
47K $4.59M
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

SELL
 -
-1.2K
- 14.47%
$87.1K - $101K
7.08K $691K
May 11, 2022 Q1 2022
M. Kulyk & Associates, LLC

SELL
 -
-2.38K
Closed
$173K - $201K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-2.4K
Closed
$175K - $203K
0 $0
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.45K
- 10.02%
$178K - $207K
22K $2.15M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-2.5K
Closed
$182K - $212K
0 $0
May 02, 2022 Q1 2022
Arkadios Wealth Advisors

SELL
 -
-2.55K
Closed
$185K - $216K
0 $0
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-3.71K
- 12.06%
$270K - $314K
27K $2.64M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-10.7K
Closed
$781K - $909K
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-15.4K
- 46.54%
$1.12M - $1.31M
17.7K $1.73M

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