Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-352- 50.57% |
$32.2K - $35.8K
|
344
$36K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-431- 0.52% |
$39.4K - $43.8K
|
81.9K
$8.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-476- 5.63% |
$43.5K - $48.4K
|
7.99K
$835K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-481- 2.24% |
$44K - $48.9K
|
21K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 3.05% |
$58.1K - $64.6K
|
20.2K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-644- 2.7% |
$58.9K - $65.4K
|
23.2K
$2.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-662- 0.31% |
$60.5K - $67.3K
|
213K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-755- 6.92% |
$69K - $76.7K
|
10.2K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-786- 19.82% |
$71.8K - $79.8K
|
3.18K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-926- 1.61% |
$84.6K - $94.1K
|
56.7K
$5.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$55.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.47K- 4.64% |
$317K - $353K
|
71.3K
$7.45M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.54K- 25.28% |
$323K - $360K
|
10.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 23.4% |
$354K - $393K
|
12.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 4.01% |
$642K - $714K
|
168K
$17.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 14.04% |
$1.06M - $1.18M
|
71K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-17.4K- 47.46% |
$1.59M - $1.76M
|
19.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30K- 92.74% |
$2.75M - $3.05M
|
2.35K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$60M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$60M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$40.3K
|