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 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.02KClosed |
$198K - $219K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221New |
$14.5K - $16K
|
221
$21.5K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$62.5K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
929+ 9.3% |
$61K - $67.3K
|
10.9K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.49M+ 5.62% |
$98M - $108M
|
28.1M
$2.73B
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 17.91% |
$235K - $259K
|
16.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$292K - $322K
|
4.45K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.55% |
$1.44K - $1.59K
|
642
$62.5K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 95.8% |
$807K - $891K
|
539
$52.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
157New |
$10.3K - $11.4K
|
157
$15.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.32% |
$197 - $217
|
929
$90.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53- 0.6% |
$3.48K - $3.84K
|
8.84K
$860K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$470K - $543K
|
7.66K
$745K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$36.8K - $42.5K
|
600
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-429- 6.86% |
$26.3K - $30.4K
|
5.83K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 30.43% |
$34.4K - $39.7K
|
1.28K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
812New |
$49.8K - $57.6K
|
812
$79K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.16KNew |
$255K - $295K
|
4.16K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47New |
$2.88K - $3.33K
|
47
$4.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 125.6% |
$947K - $1.09M
|
27.7K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.54KNew |
$279K - $322K
|
4.54K
$442K
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
654K+ 159.72% |
$40.1M - $46.3M
|
1.06M
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
241New |
$14.8K - $17.1K
|
241
$23.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.56KNew |
$280K - $323K
|
4.56K
$444K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$105K - $122K
|
1.72K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
5.68KNew |
$348K - $402K
|
5.68K
$552K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$622K - $719K
|
10.1K
$986K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-672- 17.67% |
$41.2K - $47.6K
|
3.13K
$305K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
34+ 0.41% |
$2.09K - $2.41K
|
8.23K
$801K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$15.3K - $17.7K
|
250
$24.3K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$7.72K - $9.33K
|
125
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.56K+ 0.29% |
$158K - $191K
|
893K
$86.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.22% |
$61.8 - $74.7
|
46
$4.48K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$18.5K - $22.4K
|
300
$29.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.4KNew |
$395K - $478K
|
6.4K
$623K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.31KNew |
$513K - $620K
|
8.31K
$809K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 214.13% |
$150K - $181K
|
3.56K
$346K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01K+ 5.12% |
$62.5K - $75.5K
|
20.8K
$2.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-328- 6.32% |
$20.3K - $24.5K
|
4.86K
$473K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.51KClosed |
$225K - $281K
|
0
$0
|
|
|
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
$1.13M
|
|
|
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
$1.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
796New |
$51.1K - $63.7K
|
796
$77.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
33.8K+ 144.21% |
$2.17M - $2.7M
|
57.2K
$5.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.05K+ 8.17% |
$196K - $244K
|
40.4K
$3.93M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.19KNew |
$76.5K - $95.4K
|
1.19K
$116K
|
|
| 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
|
|