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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-128- 0.63% |
$12.8K - $13.8K
|
20.1K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 609.8% |
$219K - $235K
|
2.53K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-767- 1.67% |
$77K - $82.7K
|
45.2K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.86K+ 6.6% |
$689K - $740K
|
111K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.68K- 3.76% |
$269K - $289K
|
68.6K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.9K- 73.61% |
$3.2M - $3.44M
|
11.4K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.65K+ 282.9% |
$668K - $717K
|
9K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.11KNew |
$412K - $443K
|
4.11K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.94% |
$112K - $121K
|
29.5K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 3.53% |
$28.4K - $30.5K
|
8.31K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.79K- 0.8% |
$280K - $301K
|
349K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 17.7% |
$7.73K - $8.31K
|
358
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27K+ 3.26% |
$2.71M - $2.91M
|
853K
$89.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.17% |
$502 - $539
|
2.92K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-270- 0.62% |
$27.1K - $29.1K
|
43.5K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.17% |
$402 - $431
|
2.31K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 20.32% |
$124K - $133K
|
4.85K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-949- 30.61% |
$95.3K - $102K
|
2.15K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 0.81% |
$174K - $186K
|
212K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 39.68% |
$113K - $122K
|
3.97K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-148- 6.51% |
$14.9K - $16K
|
2.13K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 11.84% |
$1.13M - $1.22M
|
84.1K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 23.47% |
$110K - $118K
|
3.56K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 19.59% |
$3.3M - $3.55M
|
135K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 5.14% |
$16.7K - $17.9K
|
3.06K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 1.79% |
$4.92K - $5.29K
|
2.78K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 6.28% |
$53.2K - $57.2K
|
7.92K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147+ 2.86% |
$14.8K - $15.9K
|
5.29K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.16% |
$201 - $216
|
1.26K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-275- 4.87% |
$27.6K - $29.7K
|
5.37K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.19KNew |
$722K - $776K
|
7.19K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 0.41% |
$3.31K - $3.56K
|
8.11K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.2K- 6.31% |
$3.63M - $3.9M
|
538K
$56.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6+ 0.2% |
$602 - $647
|
3.01K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$1.66M - $1.79M
|
16.6K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.3K+ 8683.61% |
$532K - $571K
|
5.36K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.74KNew |
$878K - $943K
|
8.74K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 2.64% |
$602 - $647
|
221
$23.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-735- 5.8% |
$73.8K - $79.3K
|
11.9K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.5K+ 5.49% |
$4.26M - $4.58M
|
816K
$85.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.6K- 42.22% |
$2.97M - $3.2M
|
40.6K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-186- 0.89% |
$18.7K - $20.1K
|
20.7K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
369+ 1.59% |
$37K - $39.8K
|
23.6K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.57K- 5.91% |
$157K - $169K
|
25K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-169- 0.3% |
$17K - $18.2K
|
56.6K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 7.63% |
$4.92K - $5.29K
|
691
$72.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.0% |
$100 - $108
|
22.5K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-404- 2.1% |
$40.6K - $43.6K
|
18.8K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.2KNew |
$2.73M - $2.93M
|
27.2K
$2.85M
|