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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67KNew |
$388K - $439K
|
4.67K
$491K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$1.05M - $1.19M
|
12.7K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$183K - $207K
|
2.2K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-16.1K- 77.78% |
$1.34M - $1.52M
|
4.61K
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.25KNew |
$186K - $211K
|
2.25K
$236K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 92.34% |
$200K - $234K
|
230
$24.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$352K - $412K
|
4.87K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-657- 21.32% |
$47.4K - $55.5K
|
2.43K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
857+ 453.44% |
$61.9K - $72.5K
|
1.05K
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 12.18% |
$1.37K - $1.61K
|
137
$14.4K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
29.2K+ 20.69% |
$2.11M - $2.47M
|
170K
$17.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45KNew |
$177K - $207K
|
2.45K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 0.95% |
$4.33K - $5.07K
|
6.24K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04KNew |
$75K - $87.8K
|
1.04K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.06K- 5.73% |
$438K - $513K
|
99.8K
$10.5M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-30- 0.55% |
$2.25K - $2.4K
|
5.44K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990New |
$74.2K - $79.3K
|
990
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.64KNew |
$347K - $371K
|
4.64K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.87KNew |
$215K - $230K
|
2.87K
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$225 - $240
|
3
$315
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.61K- 18.21% |
$121K - $129K
|
7.23K
$760K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.6KNew |
$719K - $769K
|
9.6K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
95+ 3.56% |
$7.12K - $7.61K
|
2.77K
$291K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.58KNew |
$460K - $509K
|
6.58K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-939- 32.3% |
$65.8K - $72.7K
|
1.97K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 40.66% |
$27.6K - $30.5K
|
575
$60.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
98New |
$6.86K - $7.59K
|
98
$10.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.99K- 39.67% |
$209K - $231K
|
4.54K
$478K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$219K - $242K
|
3.12K
$328K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221New |
$14.5K - $16K
|
221
$23.2K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$67.5K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
929+ 9.3% |
$61K - $67.3K
|
10.9K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.49M+ 5.62% |
$98M - $108M
|
28.1M
$2.95B
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 17.91% |
$235K - $259K
|
16.4K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.55% |
$1.44K - $1.59K
|
642
$67.5K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$292K - $322K
|
4.45K
$467K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 95.8% |
$807K - $891K
|
539
$56.7K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
157New |
$10.3K - $11.4K
|
157
$16.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.32% |
$197 - $217
|
929
$97.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53- 0.6% |
$3.48K - $3.84K
|
8.84K
$929K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$470K - $543K
|
7.66K
$805K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$36.8K - $42.5K
|
600
$63.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 30.43% |
$34.4K - $39.7K
|
1.28K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-429- 6.86% |
$26.3K - $30.4K
|
5.83K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
812New |
$49.8K - $57.6K
|
812
$85.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.16KNew |
$255K - $295K
|
4.16K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47New |
$2.88K - $3.33K
|
47
$4.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 125.6% |
$947K - $1.09M
|
27.7K
$2.91M
|
|