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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-23- 7.85% |
$1.91K - $2.16K
|
270
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-26- 0.43% |
$2.16K - $2.44K
|
5.99K
$628K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-33- 0.12% |
$2.74K - $3.1K
|
28.4K
$2.98M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 0.89% |
$2.9K - $3.29K
|
3.9K
$409K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-38- 1.25% |
$3.15K - $3.57K
|
3.01K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-54- 1.41% |
$4.48K - $5.07K
|
3.76K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-54- 0.32% |
$4.48K - $5.07K
|
16.9K
$1.77M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.6% |
$6.89K - $7.8K
|
5.11K
$535K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-84- 5.42% |
$6.97K - $7.89K
|
1.47K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-84- 0.99% |
$6.97K - $7.89K
|
8.39K
$878K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107- 0.14% |
$8.88K - $10.1K
|
75K
$7.85M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-108- 0.62% |
$8.96K - $10.1K
|
17.3K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-111- 1.36% |
$9.21K - $10.4K
|
8.02K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.43% |
$13.2K - $14.9K
|
11K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-162- 6.6% |
$13.4K - $15.2K
|
2.29K
$240K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-170- 3.53% |
$14.1K - $16K
|
4.64K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-187- 4.0% |
$15.5K - $17.6K
|
4.49K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-203- 6.49% |
$16.8K - $19.1K
|
2.92K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-204- 6.98% |
$16.9K - $19.2K
|
2.72K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-260- 3.0% |
$21.6K - $24.4K
|
8.4K
$880K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-278- 7.67% |
$23.1K - $26.1K
|
3.35K
$351K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-305- 3.11% |
$25.3K - $28.7K
|
9.5K
$995K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-306- 3.5% |
$25.4K - $28.8K
|
8.44K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-480- 1.21% |
$39.8K - $45.1K
|
39.2K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-489- 2.59% |
$40.6K - $46K
|
18.4K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-490- 8.94% |
$40.7K - $46K
|
4.99K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-500- 7.48% |
$41.5K - $47K
|
6.19K
$648K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-650- 9.88% |
$53.9K - $61.1K
|
5.93K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-655- 3.65% |
$54.3K - $61.6K
|
17.3K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-689- 9.08% |
$57.2K - $64.7K
|
6.9K
$722K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-716- 12.26% |
$59.4K - $67.3K
|
5.12K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-723- 11.57% |
$60K - $67.9K
|
5.52K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-742- 18.09% |
$61.6K - $69.7K
|
3.36K
$352K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-756- 32.13% |
$62.7K - $71K
|
1.6K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-938- 21.24% |
$77.8K - $88.1K
|
3.48K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 22.81% |
$88.4K - $100K
|
3.61K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.09K- 3.66% |
$90.1K - $102K
|
28.6K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 22.8% |
$93.1K - $105K
|
3.8K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 20.49% |
$99.3K - $112K
|
4.65K
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.36K- 5.6% |
$113K - $128K
|
22.9K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.44K- 0.72% |
$202K - $229K
|
335K
$35M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.44K- 0.72% |
$203K - $229K
|
335K
$35M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 1.36% |
$205K - $232K
|
179K
$18.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.65K- 11.23% |
$220K - $249K
|
21K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.75K- 12.55% |
$228K - $258K
|
19.2K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.78K- 10.9% |
$231K - $261K
|
22.7K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.02K- 4.99% |
$250K - $284K
|
57.4K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 26.81% |
$260K - $295K
|
8.56K
$897K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.25K- 4.27% |
$270K - $305K
|
72.9K
$7.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.37K- 19.06% |
$279K - $316K
|
14.3K
$1.5M
|