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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
392+ 13.79% |
$35.8K - $39.8K
|
3.24K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
200+ 6.73% |
$18.3K - $20.3K
|
3.17K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.16M
|
11.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
600New |
$54.8K - $61K
|
600
$63.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.9KNew |
$356K - $396K
|
3.9K
$412K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-662- 0.31% |
$60.5K - $67.3K
|
213K
$22.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 14.04% |
$1.06M - $1.18M
|
71K
$7.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$183 - $203
|
2.72K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.03% |
$457 - $508
|
15.5K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.73% |
$183 - $203
|
271
$28.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
162+ 0.73% |
$14.8K - $16.5K
|
22.5K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 66.89% |
$262K - $291K
|
7.14K
$755K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-481- 2.24% |
$44K - $48.9K
|
21K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.04KNew |
$277K - $308K
|
3.04K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
149+ 4.9% |
$13.6K - $15.1K
|
3.19K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.81% |
$29.1K - $32.3K
|
17.3K
$1.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-111- 1.33% |
$10.1K - $11.3K
|
8.25K
$873K
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
8+ 0.11% |
$704 - $784
|
7.21K
$763K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-43- 15.93% |
$3.78K - $4.21K
|
227
$24K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.77KNew |
$155K - $173K
|
1.77K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 32.05% |
$94.4K - $105K
|
2.28K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.41% |
$528 - $588
|
1.46K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91- 87.5% |
$8K - $8.92K
|
13
$1.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$185K - $206K
|
2.1K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22K - $24.5K
|
250
$26.5K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.14K- 1.57% |
$101K - $112K
|
71.7K
$7.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-298- 4.82% |
$26.2K - $29.2K
|
5.89K
$623K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.19KNew |
$369K - $411K
|
4.19K
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-91- 52.0% |
$8K - $8.92K
|
84
$8.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-657- 5.21% |
$57.8K - $64.4K
|
12K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 0.11% |
$2.64K - $2.94K
|
28.4K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-893- 14.91% |
$78.5K - $87.5K
|
5.1K
$539K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.19KNew |
$632K - $704K
|
7.19K
$761K
|
|
|
Jul 18, 2024
Q2 2024
|
Bank Of Italy
|
SELL
|
- |
-1.75M- 35.39% |
$154M - $172M
|
3.2M
$339M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.55K- 9.76% |
$136K - $151K
|
14.3K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-190- 5.27% |
$16.7K - $18.6K
|
3.42K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.52% |
$169K - $189K
|
4K
$423K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81KNew |
$335K - $374K
|
3.81K
$404K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.6% |
$6.89K - $7.8K
|
5.11K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 26.81% |
$260K - $295K
|
8.56K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.27K+ 51.13% |
$686K - $777K
|
24.4K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.84% |
$3.24K - $3.66K
|
4.68K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44+ 0.55% |
$3.65K - $4.13K
|
8.03K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7+ 1.43% |
$581 - $658
|
498
$52.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
171New |
$14.2K - $16.1K
|
171
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-490- 8.94% |
$40.7K - $46K
|
4.99K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.32K
|
5.71K
$604K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.21KNew |
$100K - $114K
|
1.21K
$128K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.98KNew |
$496K - $562K
|
5.98K
$632K
|
|