Latest Institutional Transactions on Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-514- 4.91% |
$51.6K - $55.4K
|
9.95K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $108
|
11.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 0.31% |
$1.71K - $1.83K
|
5.56K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-191- 1.62% |
$19.2K - $20.6K
|
11.6K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-141- 4.36% |
$14.2K - $15.2K
|
3.09K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.98% |
$57.2K - $61.5K
|
28.2K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.83% |
$59.3K - $63.7K
|
71.6K
$7.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Bank Of Italy
|
SELL
|
- |
-1.55M- 48.36% |
$155M - $167M
|
1.65M
$174M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 3.16% |
$8.63K - $9.28K
|
2.81K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.33% |
$1.3K - $1.4K
|
3.91K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-523- 2.49% |
$52.5K - $56.4K
|
20.5K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.08K+ 180.0% |
$108K - $116K
|
1.68K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23- 0.15% |
$2.31K - $2.48K
|
15.4K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41K- 17.03% |
$141K - $152K
|
6.85K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
381+ 16.95% |
$38.2K - $41.1K
|
2.63K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
79+ 0.35% |
$7.93K - $8.52K
|
22.5K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134+ 0.06% |
$13.5K - $14.5K
|
231K
$24.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.35KNew |
$336K - $361K
|
3.35K
$353K
|
|
| Q3 2024 | |||||||
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
34.4KNew |
$3.14M - $3.49M
|
34.4K
$3.62M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$60.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.6KNew |
$8.19M - $9.1M
|
89.6K
$9.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-25- 0.5% |
$2.29K - $2.54K
|
4.98K
$525K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46KNew |
$134K - $149K
|
1.46K
$154K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
420+ 15.67% |
$38.4K - $42.7K
|
3.1K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 3.05% |
$58.1K - $64.6K
|
20.2K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.07KNew |
$281K - $312K
|
3.07K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$622K - $691K
|
6.8K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16KNew |
$197K - $219K
|
2.16K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-258- 9.55% |
$23.6K - $26.2K
|
2.44K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74- 0.16% |
$6.76K - $7.52K
|
46K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.2KNew |
$6.42M - $7.13M
|
70.2K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
357New |
$32.6K - $36.3K
|
357
$37.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$183 - $203
|
4.49K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.46K+ 111.79% |
$408K - $453K
|
8.45K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.47K- 4.64% |
$317K - $353K
|
71.3K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42- 1.78% |
$3.84K - $4.27K
|
2.31K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 4.3% |
$1.33M - $1.47M
|
351K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-19- 1.49% |
$1.74K - $1.93K
|
1.26K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$396K - $440K
|
4.33K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-232- 3.67% |
$21.2K - $23.6K
|
6.08K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65KNew |
$242K - $269K
|
2.65K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30K- 92.74% |
$2.75M - $3.05M
|
2.35K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 102.87% |
$2.01M - $2.23M
|
43.4K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11.7K+ 30.06% |
$1.07M - $1.19M
|
50.5K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-62- 2.08% |
$5.67K - $6.3K
|
2.92K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 3.39% |
$8.04K - $8.94K
|
2.51K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 23.4% |
$354K - $393K
|
12.7K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-755- 6.92% |
$69K - $76.7K
|
10.2K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$2.19M - $2.43M
|
23.9K
$2.52M
|
|