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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$105K - $122K
|
1.72K
$174K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
5.68KNew |
$348K - $402K
|
5.68K
$573K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$622K - $719K
|
10.1K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-672- 17.67% |
$41.2K - $47.6K
|
3.13K
$316K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
34+ 0.41% |
$2.09K - $2.41K
|
8.23K
$831K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$15.3K - $17.7K
|
250
$25.3K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$7.72K - $9.33K
|
125
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$18.5K - $22.4K
|
300
$30.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.56K+ 0.29% |
$158K - $191K
|
893K
$90.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.22% |
$61.8 - $74.7
|
46
$4.65K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.4KNew |
$395K - $478K
|
6.4K
$647K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.31KNew |
$513K - $620K
|
8.31K
$840K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 214.13% |
$150K - $181K
|
3.56K
$359K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01K+ 5.12% |
$62.5K - $75.5K
|
20.8K
$2.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-328- 6.32% |
$20.3K - $24.5K
|
4.86K
$491K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.51KClosed |
$225K - $281K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 2.35% |
$642 - $801
|
435
$44K
|
|
|
Aug 12, 2022
Q2 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.2MClosed |
$77M - $96.1M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.6KNew |
$743K - $927K
|
11.6K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.77KClosed |
$434K - $542K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.9K+ 38.7% |
$250K - $312K
|
14K
$1.41M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
796New |
$51.1K - $63.7K
|
796
$80.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
33.8K+ 144.21% |
$2.17M - $2.7M
|
57.2K
$5.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.05K+ 8.17% |
$196K - $244K
|
40.4K
$4.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.19KNew |
$76.5K - $95.4K
|
1.19K
$120K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.4KClosed |
$175K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-750Closed |
$54.6K - $63.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-590Closed |
$43K - $50K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750- 62.24% |
$54.6K - $63.5K
|
455
$46K
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.38KClosed |
$173K - $201K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
145+ 145.0% |
$10.6K - $12.3K
|
245
$24.8K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.55KClosed |
$185K - $216K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-651Closed |
$47.4K - $55.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-18Closed |
$1.31K - $1.52K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.88KNew |
$355K - $413K
|
4.88K
$493K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700New |
$52.9K - $59.5K
|
700
$70.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$3.78K - $4.25K
|
50
$5.05K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.2KNew |
$463K - $495K
|
6.2K
$626K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-6.45KClosed |
$482K - $515K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.76KNew |
$206K - $221K
|
2.76K
$279K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-272- 89.77% |
$17.4K - $18.8K
|
31
$3.13K
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-640Closed |
$41K - $44.3K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
378+ 15.85% |
$24.2K - $26.2K
|
2.76K
$279K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-16Closed |
$1.03K - $1.11K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Sageworth Trust CO
|
SELL
|
- |
-58Closed |
$3.27K - $3.77K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
128KNew |
$5.51M - $7.19M
|
128K
$12.9M
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5KClosed |
$1.23M - $1.6M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-82Closed |
$3.53K - $4.61K
|
0
$0
|
|