Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023 Q1 2023
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
BUY
 -
1.49M
+ 5.62%
$98M - $108M
28.1M $2.88B
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
120K
+ 77.4%
$7.89M - $8.71M
275K $28.3M
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
77.4K
New
$5.08M - $5.61M
77.4K $7.95M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
46K
New
$3.02M - $3.34M
46K $4.73M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
41K
+ 21.61%
$2.69M - $2.97M
231K $23.7M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
19K
+ 31.89%
$1.25M - $1.38M
78.7K $8.08M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
17.3K
+ 18.1%
$1.14M - $1.25M
113K $11.6M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12K
New
$788K - $870K
12K $1.23M
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
9.22K
+ 12.06%
$605K - $668K
85.7K $8.8M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.66K
New
$503K - $555K
7.66K $786K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
7.26K
New
$476K - $526K
7.26K $745K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.14K
+ 29.1%
$403K - $445K
27.2K $2.8M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
6.02K
New
$395K - $437K
6.02K $618K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
5.95K
+ 5.57%
$390K - $431K
113K $11.6M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
5.58K
+ 9.51%
$366K - $404K
64.2K $6.59M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
4.54K
+ 19.94%
$298K - $329K
27.3K $2.81M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.46K
New
$293K - $323K
4.46K $458K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.45K
New
$292K - $322K
4.45K $456K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
3.33K
New
$218K - $241K
3.33K $341K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
3.15K
New
$207K - $229K
3.15K $324K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.14K
+ 60.86%
$206K - $228K
8.3K $852K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.98K
+ 3.27%
$196K - $216K
94K $9.65M
Apr 14, 2023 Q1 2023
Jgp Wealth Management, LLC

BUY
 -
2.86K
New
$187K - $207K
2.86K $293K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.97K
New
$129K - $143K
1.97K $202K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.6K
New
$105K - $116K
1.6K $165K
Jul 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.32K
+ 26.82%
$86.5K - $95.5K
6.23K $640K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.03K
+ 10.4%
$67.5K - $74.6K
10.9K $1.12M
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.01K
+ 29.66%
$66.1K - $73K
4.4K $452K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
929
+ 9.3%
$61K - $67.3K
10.9K $1.12M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
912
+ 8.59%
$59.9K - $66.1K
11.5K $1.18M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
642
New
$42.1K - $46.5K
642 $65.9K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
640
+ 3.33%
$42K - $46.4K
19.9K $2.04M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
625
New
$41K - $45.3K
625 $64.2K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
583
+ 3.72%
$38.3K - $42.3K
16.2K $1.67M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
435
+ 10.76%
$28.6K - $31.5K
4.48K $460K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
400
New
$26.3K - $29K
400 $41.1K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
348
+ 2.56%
$22.8K - $25.2K
13.9K $1.43M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
307
+ 1279.17%
$20.2K - $22.3K
331 $34K
Apr 20, 2023 Q1 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
289
+ 0.71%
$19K - $20.9K
41.1K $4.22M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
221
New
$14.5K - $16K
221 $22.7K
May 04, 2023 Q1 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
205
+ 3.0%
$13.5K - $14.9K
7.04K $723K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
201
+ 44.87%
$13.2K - $14.6K
649 $66.6K
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
185
+ 3.91%
$12.1K - $13.4K
4.91K $505K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
157
New
$10.3K - $11.4K
157 $16.1K
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
131
+ 0.17%
$8.6K - $9.49K
76.7K $7.87M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
125
+ 12.18%
$8.21K - $9.06K
1.15K $118K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
121
New
$7.94K - $8.77K
121 $12.4K
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
116
+ 0.74%
$7.61K - $8.41K
15.8K $1.62M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
116
+ 0.65%
$7.61K - $8.41K
18.1K $1.86M

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