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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43+ 0.48% |
$3.78K - $4.21K
|
8.97K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-412- 0.57% |
$36.2K - $40.4K
|
72K
$7.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
174+ 47.03% |
$15.3K - $17.1K
|
544
$55K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.3K+ 12.81% |
$6.71M - $7.48M
|
672K
$67.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22K - $24.5K
|
250
$25.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-700- 13.73% |
$61.6K - $68.6K
|
4.4K
$445K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75K+ 7.93% |
$154K - $172K
|
23.8K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.14K- 1.57% |
$101K - $112K
|
71.7K
$7.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 4.82% |
$26.2K - $29.2K
|
5.89K
$595K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-344- 0.88% |
$30.3K - $33.7K
|
38.8K
$3.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.7K+ 390.45% |
$5.96M - $6.64M
|
85.1K
$8.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.19KNew |
$369K - $411K
|
4.19K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-138- 0.32% |
$12.1K - $13.5K
|
42.4K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-91- 52.0% |
$8K - $8.92K
|
84
$8.49K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-657- 5.21% |
$57.8K - $64.4K
|
12K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 0.11% |
$2.64K - $2.94K
|
28.4K
$2.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-893- 14.91% |
$78.5K - $87.5K
|
5.1K
$515K
|
|
|
Jul 18, 2024
Q2 2024
|
Bank Of Italy
|
SELL
|
- |
-1.75M- 35.39% |
$154M - $172M
|
3.2M
$323M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.19KNew |
$632K - $704K
|
7.19K
$726K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-280- 3.75% |
$24.6K - $27.4K
|
7.19K
$726K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.55K- 9.76% |
$136K - $151K
|
14.3K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-190- 5.27% |
$16.7K - $18.6K
|
3.42K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.52% |
$169K - $189K
|
4K
$404K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-62- 0.56% |
$5.45K - $6.08K
|
10.9K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81KNew |
$335K - $374K
|
3.81K
$385K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.6% |
$6.89K - $7.8K
|
5.11K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.27K+ 51.13% |
$686K - $777K
|
24.4K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1K+ 372.27% |
$1.83M - $2.07M
|
28K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 26.81% |
$260K - $295K
|
8.56K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-742- 18.09% |
$61.6K - $69.7K
|
3.36K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44+ 0.55% |
$3.65K - $4.13K
|
8.03K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.84% |
$3.24K - $3.66K
|
4.68K
$473K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$83 - $94
|
1
$101
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7+ 1.43% |
$581 - $658
|
498
$50.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
171New |
$14.2K - $16.1K
|
171
$17.3K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-490- 8.94% |
$40.7K - $46K
|
4.99K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.32K
|
5.71K
$576K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-54- 1.41% |
$4.48K - $5.07K
|
3.76K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.21KNew |
$100K - $114K
|
1.21K
$122K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67KNew |
$388K - $439K
|
4.67K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.98KNew |
$496K - $562K
|
5.98K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$1.05M - $1.19M
|
12.7K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$183K - $207K
|
2.2K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-16.1K- 77.78% |
$1.34M - $1.52M
|
4.61K
$466K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.25KNew |
$186K - $211K
|
2.25K
$227K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.7K- 22.08% |
$123K - $144K
|
6K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 92.34% |
$200K - $234K
|
230
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$352K - $412K
|
4.87K
$492K
|
|