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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
110+ 3.53% |
$10.1K - $11.2K
|
3.23K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-207- 0.77% |
$18.9K - $21K
|
26.5K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 0.18% |
$5.12K - $5.69K
|
31.3K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 4.01% |
$642K - $714K
|
168K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-65- 2.23% |
$5.94K - $6.6K
|
2.85K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 18.01% |
$8.96K - $9.96K
|
642
$67.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$60.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-644- 2.7% |
$58.9K - $65.4K
|
23.2K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 15.0% |
$9.22M - $10.2M
|
773K
$81.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 12.2% |
$949K - $1.05M
|
95.4K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$130K - $144K
|
43.8K
$4.6M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$40.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
505+ 8.46% |
$46.2K - $51.3K
|
6.48K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
222+ 6.16% |
$20.3K - $22.6K
|
3.82K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.11% |
$548 - $610
|
5.54K
$583K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$274 - $305
|
3
$315
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.73KNew |
$889K - $988K
|
9.73K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$56.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-4- 0.1% |
$366 - $406
|
3.97K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.31% |
$274 - $305
|
973
$102K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.36M - $1.52M
|
14.9K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.8K+ 16.0% |
$1.26M - $1.4M
|
100K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-313- 2.44% |
$28.6K - $31.8K
|
12.5K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05KNew |
$187K - $208K
|
2.05K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$366 - $406
|
28.4K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 104.28% |
$98K - $109K
|
2.1K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-256- 5.51% |
$23.4K - $26K
|
4.39K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14+ 0.11% |
$1.28K - $1.42K
|
12.4K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 1.63% |
$24.7K - $27.4K
|
16.3K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-786- 19.82% |
$71.8K - $79.8K
|
3.18K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7+ 0.3% |
$640 - $711
|
2.31K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-105- 2.91% |
$9.6K - $10.7K
|
3.5K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
444+ 13.29% |
$40.6K - $45.1K
|
3.79K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.8K+ 9.36% |
$1.81M - $2.01M
|
231K
$24.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 0.07% |
$12.6K - $14K
|
195K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
940+ 12.94% |
$85.9K - $95.5K
|
8.2K
$862K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
112+ 3.04% |
$10.2K - $11.4K
|
3.8K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.54K- 25.28% |
$323K - $360K
|
10.5K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
65+ 0.34% |
$5.94K - $6.6K
|
19.1K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 9.85% |
$111K - $123K
|
13.5K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-926- 1.61% |
$84.6K - $94.1K
|
56.7K
$5.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-231- 0.8% |
$21.1K - $23.5K
|
28.8K
$3.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$366 - $406
|
11.8K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
324+ 8.42% |
$29.6K - $32.9K
|
4.17K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-317- 3.93% |
$29K - $32.2K
|
7.76K
$815K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-431- 0.52% |
$39.4K - $43.8K
|
81.9K
$8.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4- 0.18% |
$366 - $406
|
2.25K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-352- 50.57% |
$32.2K - $35.8K
|
344
$36.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9- 0.19% |
$823 - $914
|
4.67K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
6+ 0.18% |
$548 - $610
|
3.27K
$343K
|