Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174K+ 30.25% |
$12.5M - $14.7M
|
748K
$78.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
111K+ 23.19% |
$7.98M - $9.35M
|
588K
$61.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 23.63% |
$7.45M - $8.72M
|
540K
$56.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46K+ 29.5% |
$3.32M - $3.89M
|
202K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.3KNew |
$2.91M - $3.41M
|
40.3K
$4.21M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
29.2K+ 20.69% |
$2.11M - $2.47M
|
170K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 148.06% |
$1.79M - $2.09M
|
41.5K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$1.17M - $1.37M
|
16.2K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14.8K+ 8.84% |
$1.07M - $1.25M
|
183K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 964.7% |
$1.02M - $1.19M
|
15.5K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.98KNew |
$576K - $675K
|
7.98K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.75K+ 9.62% |
$487K - $570K
|
76.9K
$8.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.25KNew |
$451K - $528K
|
6.25K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.02KNew |
$434K - $509K
|
6.02K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.93KNew |
$428K - $501K
|
5.93K
$620K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.92K+ 209.82% |
$428K - $501K
|
8.74K
$914K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5.69KNew |
$411K - $481K
|
5.69K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$352K - $412K
|
4.87K
$510K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.18K+ 64.99% |
$302K - $353K
|
10.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.94K+ 1.18% |
$285K - $333K
|
337K
$35.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.41K+ 637.64% |
$246K - $288K
|
3.94K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.13KNew |
$226K - $264K
|
3.13K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 9.28% |
$218K - $255K
|
35.5K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.99K+ 267.8% |
$216K - $252K
|
4.1K
$429K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.91KNew |
$210K - $246K
|
2.91K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.77KNew |
$200K - $234K
|
2.77K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.63KNew |
$190K - $222K
|
2.63K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.46KNew |
$177K - $208K
|
2.46K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45KNew |
$177K - $207K
|
2.45K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.04K+ 13.2% |
$147K - $172K
|
17.5K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 28.02% |
$137K - $160K
|
8.66K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 5.58% |
$118K - $139K
|
31K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.55KNew |
$112K - $131K
|
1.55K
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 2.78% |
$100K - $117K
|
51.3K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 25.05% |
$97K - $114K
|
6.7K
$701K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 34.21% |
$93.9K - $110K
|
5.1K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04KNew |
$75K - $87.8K
|
1.04K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 5.72% |
$73.8K - $86.4K
|
18.9K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
857+ 453.44% |
$61.9K - $72.5K
|
1.05K
$109K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
690+ 0.83% |
$49.8K - $58.3K
|
83.5K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
654+ 3.16% |
$47.2K - $55.3K
|
21.4K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
609+ 3.57% |
$44K - $51.5K
|
17.7K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
426+ 2.49% |
$30.8K - $36K
|
17.6K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
402+ 104.15% |
$29K - $34K
|
788
$82.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
401+ 1.37% |
$29K - $33.9K
|
29.7K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
342+ 5.06% |
$24.7K - $28.9K
|
7.1K
$743K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
312+ 6.93% |
$22.5K - $26.4K
|
4.81K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
290+ 3.36% |
$20.9K - $24.5K
|
8.93K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$787K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
232+ 0.82% |
$16.8K - $19.6K
|
28.5K
$2.98M
|