Latest Institutional Purchases of Ishares Tr Esg Msci Usa Leader (SUSL)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 15.0% |
$9.22M - $10.2M
|
773K
$80.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.6KNew |
$8.19M - $9.1M
|
89.6K
$9.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.6K+ 11.71% |
$7.91M - $8.8M
|
826K
$86.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.2KNew |
$6.42M - $7.13M
|
70.2K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$2.19M - $2.43M
|
23.9K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 102.87% |
$2.01M - $2.23M
|
43.4K
$4.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.8K+ 9.36% |
$1.81M - $2.01M
|
231K
$24.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.36M - $1.52M
|
14.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 4.3% |
$1.33M - $1.47M
|
351K
$36.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.8K+ 16.0% |
$1.26M - $1.4M
|
100K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11.7K+ 30.06% |
$1.07M - $1.19M
|
50.5K
$5.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.16M
|
11.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$950K - $1.06M
|
104K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 12.2% |
$949K - $1.05M
|
95.4K
$9.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.73KNew |
$889K - $988K
|
9.73K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$622K - $691K
|
6.8K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.46K+ 111.79% |
$408K - $453K
|
8.45K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$396K - $440K
|
4.33K
$452K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.9KNew |
$356K - $396K
|
3.9K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.07KNew |
$281K - $312K
|
3.07K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.04KNew |
$277K - $308K
|
3.04K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 66.89% |
$262K - $291K
|
7.14K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65KNew |
$242K - $269K
|
2.65K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16KNew |
$197K - $219K
|
2.16K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05KNew |
$187K - $208K
|
2.05K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 99.53% |
$137K - $152K
|
3K
$314K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46KNew |
$134K - $149K
|
1.46K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$130K - $144K
|
43.8K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 9.85% |
$111K - $123K
|
13.5K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 2.96% |
$99.3K - $110K
|
37.8K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 104.28% |
$98K - $109K
|
2.1K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
940+ 12.94% |
$85.9K - $95.5K
|
8.2K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
732+ 3.37% |
$66.9K - $74.4K
|
22.5K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
600New |
$54.8K - $61K
|
600
$62.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
505+ 8.46% |
$46.2K - $51.3K
|
6.48K
$676K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
444+ 13.29% |
$40.6K - $45.1K
|
3.79K
$395K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
420+ 15.67% |
$38.4K - $42.7K
|
3.1K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
392+ 13.79% |
$35.8K - $39.8K
|
3.24K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
358+ 7.48% |
$32.7K - $36.4K
|
5.14K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
357New |
$32.6K - $36.3K
|
357
$37.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
332+ 1.91% |
$30.3K - $33.7K
|
17.7K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 7.62% |
$30.1K - $33.4K
|
4.65K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
324+ 8.42% |
$29.6K - $32.9K
|
4.17K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 6.82% |
$27.4K - $30.5K
|
4.7K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
222+ 6.16% |
$20.3K - $22.6K
|
3.82K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
200+ 6.73% |
$18.3K - $20.3K
|
3.17K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
162+ 0.73% |
$14.8K - $16.5K
|
22.5K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
149+ 4.9% |
$13.6K - $15.1K
|
3.19K
$333K
|