Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 14.25% |
$973K - $1.1M
|
81.8K
$7.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$567K - $641K
|
5.95K
$569K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.92K+ 2.53% |
$564K - $638K
|
240K
$23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.06K+ 8.42% |
$482K - $545K
|
65.1K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.94KNew |
$376K - $425K
|
3.94K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.78K+ 53.31% |
$360K - $408K
|
10.9K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.15KNew |
$301K - $340K
|
3.15K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.92K+ 3.47% |
$278K - $315K
|
87.1K
$8.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.82K+ 29.01% |
$269K - $304K
|
12.6K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.75K+ 8.54% |
$167K - $188K
|
22.2K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 0.93% |
$165K - $187K
|
188K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.69K+ 14.57% |
$161K - $182K
|
13.3K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.56K+ 8.68% |
$148K - $168K
|
19.5K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 21.46% |
$114K - $129K
|
6.75K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
739+ 18.21% |
$70.5K - $79.7K
|
4.8K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
666+ 1.58% |
$63.5K - $71.8K
|
42.8K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
409+ 143.51% |
$39K - $44.1K
|
694
$66.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
397+ 2.63% |
$37.9K - $42.8K
|
15.5K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 10.36% |
$37.7K - $42.6K
|
4.21K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
164New |
$15.6K - $17.7K
|
164
$15.7K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
126+ 0.24% |
$12K - $13.6K
|
52K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
55+ 1.7% |
$5.24K - $5.93K
|
3.28K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
32+ 6.43% |
$3.05K - $3.45K
|
530
$50.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.04% |
$1.14K - $1.29K
|
28.4K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.28% |
$1.05K - $1.19K
|
3.92K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.29% |
$763 - $863
|
2.81K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.09% |
$572 - $647
|
6.85K
$656K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6+ 0.26% |
$572 - $647
|
2.32K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$286 - $323
|
2.63K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$95.4 - $108
|
3.31K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-28- 0.74% |
$2.67K - $3.02K
|
3.77K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-39- 2.67% |
$3.72K - $4.2K
|
1.42K
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-71- 1.21% |
$6.77K - $7.66K
|
5.81K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-94- 0.82% |
$8.96K - $10.1K
|
11.3K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-112- 3.83% |
$10.7K - $12.1K
|
2.81K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-119- 1.08% |
$11.3K - $12.8K
|
10.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-205- 5.01% |
$19.5K - $22.1K
|
3.89K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-213- 3.23% |
$20.3K - $23K
|
6.39K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-330- 9.66% |
$31.5K - $35.6K
|
3.09K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-431- 9.28% |
$41.1K - $46.5K
|
4.21K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-484- 14.45% |
$46.1K - $52.2K
|
2.87K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-591- 15.5% |
$56.4K - $63.7K
|
3.22K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-608- 11.93% |
$58K - $65.6K
|
4.49K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-650- 6.54% |
$62K - $70.1K
|
9.3K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-653- 16.93% |
$62.3K - $70.4K
|
3.2K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-659- 21.29% |
$62.8K - $71.1K
|
2.44K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-721- 7.5% |
$68.7K - $77.7K
|
8.9K
$851K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-846- 4.9% |
$80.7K - $91.2K
|
16.4K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 6.94% |
$108K - $122K
|
15.1K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 12.75% |
$111K - $125K
|
7.96K
$761K
|