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 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
34+ 0.41% |
$2.17K - $2.41K
|
8.23K
$812K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.31KNew |
$529K - $620K
|
8.31K
$820K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.4KNew |
$407K - $478K
|
6.4K
$632K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.56K+ 0.29% |
$163K - $191K
|
893K
$88.2M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 214.13% |
$154K - $181K
|
3.56K
$351K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01K+ 5.12% |
$64.4K - $75.5K
|
20.8K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$19.1K - $22.4K
|
300
$29.6K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.22% |
$63.6 - $74.7
|
46
$4.54K
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
33.8K+ 144.21% |
$2.17M - $2.7M
|
57.2K
$5.64M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.6KNew |
$743K - $927K
|
11.6K
$1.14M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.9K+ 38.7% |
$250K - $312K
|
14K
$1.38M
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.05K+ 8.17% |
$196K - $244K
|
40.4K
$3.99M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.19KNew |
$76.5K - $95.4K
|
1.19K
$118K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
796New |
$51.1K - $63.7K
|
796
$78.6K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 2.35% |
$642 - $801
|
435
$42.9K
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.88KNew |
$355K - $413K
|
4.88K
$481K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
145+ 145.0% |
$10.6K - $12.3K
|
245
$24.2K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700New |
$52.9K - $59.5K
|
700
$69.1K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$3.78K - $4.25K
|
50
$4.93K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.2KNew |
$463K - $495K
|
6.2K
$612K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.76KNew |
$206K - $221K
|
2.76K
$273K
|
|
Q1 2021 | |||||||
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
378+ 15.85% |
$24.2K - $26.2K
|
2.76K
$273K
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
128KNew |
$5.51M - $7.19M
|
128K
$12.6M
|