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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.5K- 22.51% |
$290K - $329K
|
12K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.83K- 11.99% |
$401K - $454K
|
35.5K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.09K- 44.48% |
$505K - $572K
|
7.6K
$796K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.47K- 8.68% |
$703K - $796K
|
89.1K
$9.33M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 11.49% |
$796K - $902K
|
73.9K
$7.75M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 32.98% |
$849K - $961K
|
20.8K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 5.1% |
$957K - $1.08M
|
215K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-11.9K- 39.75% |
$991K - $1.12M
|
18.1K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 29.07% |
$1M - $1.13M
|
29.4K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-16.1K- 77.78% |
$1.34M - $1.52M
|
4.61K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-68K- 9.1% |
$5.64M - $6.39M
|
680K
$71.2M
|