Purchases and Sales Made in Q1 2024 in Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179K+ 6787.66% |
$14.8M - $16.8M
|
181K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
77.5K+ 13.18% |
$6.43M - $7.28M
|
665K
$69.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.2K+ 10.42% |
$4.67M - $5.28M
|
596K
$62.4M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.5KNew |
$3.53M - $4M
|
42.5K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 609.44% |
$2.02M - $2.29M
|
28.4K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1K+ 372.27% |
$1.83M - $2.07M
|
28K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$1.05M - $1.19M
|
12.7K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 5.9% |
$988K - $1.12M
|
214K
$22.4M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.2K+ 57.88% |
$843K - $955K
|
27.7K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
8.53K+ 4.67% |
$708K - $802K
|
191K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.27K+ 51.13% |
$686K - $777K
|
24.4K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.22K+ 8.09% |
$516K - $585K
|
83.1K
$8.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.02K+ 11.73% |
$499K - $566K
|
57.3K
$6.01M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.98KNew |
$496K - $562K
|
5.98K
$626K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.24KNew |
$435K - $493K
|
5.24K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.07KNew |
$421K - $477K
|
5.07K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67KNew |
$388K - $439K
|
4.67K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.96KNew |
$328K - $372K
|
3.96K
$414K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.09K+ 4.46% |
$256K - $290K
|
72.4K
$7.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.08KNew |
$256K - $290K
|
3.08K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.25KNew |
$186K - $211K
|
2.25K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$184K - $208K
|
2.21K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$183K - $207K
|
2.2K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 24.58% |
$109K - $123K
|
6.66K
$697K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.21KNew |
$100K - $114K
|
1.21K
$127K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
781+ 95.71% |
$64.8K - $73.4K
|
1.6K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
781+ 95.71% |
$64.8K - $73.4K
|
1.6K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
756+ 2.13% |
$62.7K - $71K
|
36.3K
$3.8M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
724+ 91.88% |
$60.1K - $68K
|
1.51K
$158K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
719+ 3.37% |
$59.6K - $67.6K
|
22.1K
$2.31M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
498+ 3.56% |
$41.3K - $46.8K
|
14.5K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
367+ 5.17% |
$30.4K - $34.5K
|
7.47K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
225+ 3.77% |
$18.7K - $21.1K
|
6.19K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
223+ 7.31% |
$18.5K - $21K
|
3.27K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
171New |
$14.2K - $16.1K
|
171
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44+ 0.55% |
$3.65K - $4.13K
|
8.03K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.84% |
$3.24K - $3.66K
|
4.68K
$491K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 0.35% |
$2.07K - $2.35K
|
7.21K
$755K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.56% |
$1.91K - $2.16K
|
4.09K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
17+ 0.14% |
$1.41K - $1.6K
|
12.6K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.34% |
$1.33K - $1.5K
|
4.69K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.32K
|
5.71K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7+ 1.43% |
$581 - $658
|
498
$52.2K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.1% |
$332 - $376
|
4.09K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.31% |
$249 - $282
|
968
$101K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$83 - $94
|
1
$105
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.27% |
$83 - $94
|
370
$38.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$498 - $564
|
11.7K
$1.23M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 8.77% |
$830 - $940
|
104
$10.9K
|