Purchases and Sales Made in Q2 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 Q2 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
Aug 12, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.54M
+ 6890.61%
$99M - $123M
1.56M $166M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
413K
+ 86.26%
$26.5M - $33M
891K $94.3M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
121K
+ 320.2%
$7.76M - $9.68M
159K $16.8M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
62.3K
+ 493.73%
$4M - $4.99M
75K $7.93M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.1K
+ 810.98%
$3.08M - $3.85M
54K $5.71M
Aug 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
37.6K
+ 1007.93%
$2.42M - $3.01M
41.4K $4.38M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
36.7K
+ 363.6%
$2.36M - $2.94M
46.8K $4.95M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
33.8K
+ 144.21%
$2.17M - $2.7M
57.2K $6.05M
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
29.4K
+ 61.94%
$1.89M - $2.36M
77K $8.15M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
27.8K
+ 428.64%
$1.78M - $2.22M
34.3K $3.63M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
26.8K
+ 8.57%
$1.72M - $2.15M
340K $35.9M
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

BUY
 -
23.7K
+ 315.69%
$1.52M - $1.9M
31.2K $3.31M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
19.5K
+ 494.95%
$1.25M - $1.56M
23.5K $2.48M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
18.3K
+ 58.58%
$1.17M - $1.47M
49.5K $5.24M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
17.7K
+ 65.59%
$1.14M - $1.42M
44.7K $4.73M
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
16.1K
+ 22.65%
$1.03M - $1.29M
87K $9.2M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
15.1K
+ 439.28%
$969K - $1.21M
18.5K $1.96M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
14.2K
New
$908K - $1.13M
14.2K $1.5M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
12.9K
+ 334.64%
$831K - $1.04M
16.8K $1.78M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
11.6K
New
$743K - $927K
11.6K $1.23M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
11.5K
New
$737K - $920K
11.5K $1.22M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.6K
New
$680K - $848K
10.6K $1.12M
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
10.6K
+ 238.57%
$678K - $846K
15K $1.59M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
9.32K
+ 9.61%
$598K - $746K
106K $11.2M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
8.38K
+ 49.62%
$538K - $671K
25.3K $2.67M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.22K
+ 282.0%
$528K - $658K
11.1K $1.18M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
8K
+ 13.69%
$513K - $641K
66.4K $7.03M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.69K
New
$493K - $615K
7.69K $813K
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
7.03K
+ 14.97%
$451K - $563K
54K $5.71M
Jul 12, 2022 Q2 2022
Dentgroup LLC

BUY
 -
5.71K
+ 119.89%
$366K - $457K
10.5K $1.11M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
5.69K
+ 45.93%
$365K - $456K
18.1K $1.91M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.54K
+ 17.49%
$291K - $364K
30.5K $3.23M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
4.1K
New
$263K - $328K
4.1K $434K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
4.04K
New
$259K - $324K
4.04K $428K
Jul 25, 2022 Q2 2022
One Advisory Partners, LLC

BUY
 -
3.9K
+ 38.7%
$250K - $312K
14K $1.48M
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.57K
New
$229K - $285K
3.57K $377K
Jul 29, 2022 Q2 2022
Retirement Capital Strategies

BUY
 -
3.17K
+ 64.66%
$203K - $254K
8.07K $854K
Aug 15, 2022 Q2 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
3.13K
+ 61.07%
$201K - $251K
8.25K $873K
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
3.06K
New
$196K - $245K
3.06K $324K
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

BUY
 -
3.05K
+ 8.17%
$196K - $244K
40.4K $4.28M
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.95K
+ 10.92%
$125K - $156K
19.8K $2.09M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.63K
+ 5.5%
$105K - $131K
31.3K $3.32M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
1.23K
+ 10.9%
$78.7K - $98.2K
12.5K $1.32M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
1.19K
New
$76.5K - $95.4K
1.19K $126K
Jul 12, 2022 Q2 2022
Transcend Capital Advisors, LLC

BUY
 -
1.02K
+ 24.45%
$65.5K - $81.7K
5.19K $549K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
908
New
$58.3K - $72.7K
908 $96.1K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
800
+ 14.55%
$51.3K - $64K
6.3K $667K
Jul 21, 2022 Q2 2022
Darrow Company, Inc.

BUY
 -
796
New
$51.1K - $63.7K
796 $84.2K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
752
+ 26.83%
$48.3K - $60.2K
3.56K $376K

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