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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.91KNew |
$210K - $246K
|
2.91K
$287K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.77KNew |
$200K - $234K
|
2.77K
$274K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.63KNew |
$190K - $222K
|
2.63K
$260K
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45KNew |
$177K - $207K
|
2.45K
$242K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 34.21% |
$93.9K - $110K
|
5.1K
$503K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04KNew |
$75K - $87.8K
|
1.04K
$103K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
857+ 453.44% |
$61.9K - $72.5K
|
1.05K
$103K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
290+ 3.36% |
$20.9K - $24.5K
|
8.93K
$881K
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$743K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 18.57% |
$7.87K - $9.22K
|
696
$68.7K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33+ 0.21% |
$2.38K - $2.79K
|
15.8K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31+ 0.96% |
$2.24K - $2.62K
|
3.26K
$321K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$13.7K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
45.4K+ 58.61% |
$3.4M - $3.63M
|
123K
$12.1M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.6KNew |
$719K - $769K
|
9.6K
$947K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.25KNew |
$618K - $661K
|
8.25K
$814K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.64KNew |
$347K - $371K
|
4.64K
$457K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.87KNew |
$215K - $230K
|
2.87K
$283K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990New |
$74.2K - $79.3K
|
990
$97.7K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
95+ 3.56% |
$7.12K - $7.61K
|
2.77K
$273K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$225 - $240
|
3
$296
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.64M - $1.81M
|
23.4K
$2.3M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.58KNew |
$460K - $509K
|
6.58K
$649K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$219K - $242K
|
3.12K
$308K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
107+ 63.69% |
$7.49K - $8.28K
|
275
$27.1K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
98New |
$6.86K - $7.59K
|
98
$9.67K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.49M+ 5.62% |
$98M - $108M
|
28.1M
$2.77B
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$292K - $322K
|
4.45K
$439K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
929+ 9.3% |
$61K - $67.3K
|
10.9K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
912+ 8.59% |
$59.9K - $66.1K
|
11.5K
$1.14M
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$63.4K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221New |
$14.5K - $16K
|
221
$21.8K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
157New |
$10.3K - $11.4K
|
157
$15.5K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.55% |
$1.44K - $1.59K
|
642
$63.4K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.32% |
$197 - $217
|
929
$91.7K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
654K+ 159.72% |
$41.8M - $46.3M
|
1.06M
$105M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 125.6% |
$987K - $1.09M
|
27.7K
$2.74M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$648K - $719K
|
10.1K
$1M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$489K - $543K
|
7.66K
$756K
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
5.68KNew |
$363K - $402K
|
5.68K
$560K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.56KNew |
$292K - $323K
|
4.56K
$450K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.54KNew |
$290K - $322K
|
4.54K
$448K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.16KNew |
$266K - $295K
|
4.16K
$410K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$110K - $122K
|
1.72K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
812New |
$51.9K - $57.6K
|
812
$80.1K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$38.3K - $42.5K
|
600
$59.2K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$16K - $17.7K
|
250
$24.7K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$16K - $17.7K
|
250
$24.7K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
241New |
$15.4K - $17.1K
|
241
$23.8K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47New |
$3K - $3.33K
|
47
$4.64K
|