Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Msci Usa Leader (SUSL)

SUSL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI USA LEADER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.36M
+ 14850.54%
$99.3M - $116M
1.37M $145M
May 13, 2022 Q1 2022
Mizuho Bank, Ltd.

Tokyo, M0
BUY
 -
1.2M
New
$87.4M - $102M
1.2M $126M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
417K
+ 675.95%
$30.3M - $35.3M
478K $50.4M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
72.6K
+ 298.17%
$5.28M - $6.15M
96.9K $10.2M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
49.5K
New
$3.61M - $4.2M
49.5K $5.22M
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
47.7K
+ 93564.71%
$3.47M - $4.04M
47.8K $5.03M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
44.9K
+ 1719.1%
$3.27M - $3.81M
47.5K $5.01M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
44.7K
New
$3.26M - $3.79M
44.7K $4.71M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
44.3K
+ 1537.52%
$3.23M - $3.76M
47.2K $4.98M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
37.7K
New
$2.75M - $3.2M
37.7K $3.98M
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
26.5K
+ 790.79%
$1.93M - $2.25M
29.9K $3.15M
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
BUY
 -
25K
New
$1.82M - $2.12M
25K $2.63M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
23.4K
New
$1.71M - $1.98M
23.4K $2.47M
May 04, 2022 Q1 2022
First Ascent Asset Management, LLC

BUY
 -
23.2K
+ 48.57%
$1.69M - $1.96M
70.9K $7.47M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
21.3K
+ 57.52%
$1.55M - $1.81M
58.4K $6.16M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
16.9K
+ 61.35%
$1.23M - $1.43M
44.4K $4.68M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.8K
+ 5.69%
$1.23M - $1.43M
313K $33M
Apr 28, 2022 Q1 2022
Northland Capital Management LLC

BUY
 -
16.7K
+ 80.98%
$1.22M - $1.42M
37.4K $3.94M
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
12.5K
+ 284.62%
$910K - $1.06M
16.9K $1.78M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
12.4K
New
$902K - $1.05M
12.4K $1.31M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
11.3K
New
$819K - $953K
11.3K $1.19M
May 04, 2022 Q1 2022
One Advisory Partners, LLC

BUY
 -
10.1K
New
$734K - $854K
10.1K $1.06M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
9.47K
+ 287.99%
$689K - $802K
12.8K $1.34M
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

BUY
 -
7.51K
New
$547K - $637K
7.51K $792K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.94K
+ 36.52%
$505K - $588K
26K $2.73M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

BUY
 -
5.19K
+ 46.19%
$378K - $440K
16.4K $1.73M
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
5.12K
New
$373K - $434K
5.12K $540K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
5.05K
New
$368K - $428K
5.05K $532K
May 18, 2022 Q1 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
5.03K
New
$366K - $426K
5.03K $530K
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
4.95K
+ 70.1%
$360K - $419K
12K $1.27M
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

BUY
 -
4.88K
New
$355K - $413K
4.88K $514K
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
4.76K
New
$347K - $403K
4.76K $502K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
4.6K
+ 57.3%
$335K - $390K
12.6K $1.33M
Apr 25, 2022 Q1 2022
Aries Wealth Management

BUY
 -
4.43K
New
$322K - $375K
4.43K $467K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
4.17K
New
$304K - $353K
4.17K $440K
May 03, 2022 Q1 2022
Triumph Capital Management

BUY
 -
4.16K
+ 159.23%
$303K - $352K
6.77K $713K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.94K
New
$287K - $334K
3.94K $415K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
3.87K
New
$282K - $328K
3.87K $408K
May 16, 2022 Q1 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
3.74K
New
$272K - $316K
3.74K $394K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.44K
New
$250K - $291K
3.44K $362K
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
3.31K
+ 3.37%
$241K - $280K
101K $10.7M
May 12, 2022 Q1 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
3.14K
+ 53.62%
$228K - $266K
8.98K $946K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.92K
New
$212K - $247K
2.92K $307K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.8K
New
$204K - $237K
2.8K $295K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
2.58K
+ 14.81%
$187K - $218K
20K $2.1M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.35K
+ 56.92%
$171K - $199K
6.48K $683K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2.24K
+ 28.55%
$163K - $190K
10.1K $1.06M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.03K
+ 7.32%
$147K - $172K
29.7K $3.13M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
2K
New
$146K - $169K
2K $211K

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