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
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

BUY
 -
603
+ 5.93%
$38.7K - $48.3K
10.8K $1.14M
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
507
+ 1.7%
$32.5K - $40.6K
30.4K $3.22M
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

BUY
 -
390
+ 2.37%
$25K - $31.2K
16.8K $1.78M
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
368
+ 13.49%
$23.6K - $29.5K
3.1K $328K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
356
+ 1.62%
$22.8K - $28.5K
22.3K $2.36M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
250
New
$16K - $20K
250 $26.5K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
241
+ 27.05%
$15.5K - $19.3K
1.13K $120K
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

BUY
 -
235
+ 0.38%
$15.1K - $18.8K
61.8K $6.54M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
181
+ 2.11%
$11.6K - $14.5K
8.78K $929K
Jul 11, 2022 Q2 2022
Friedenthal Financial

BUY
 -
180
+ 1.2%
$11.6K - $14.4K
15.1K $1.6M
Aug 12, 2022 Q2 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
127
+ 1.41%
$8.15K - $10.2K
9.11K $964K
Jul 25, 2022 Q2 2022
Private Ocean, LLC

BUY
 -
103
+ 1.09%
$6.61K - $8.25K
9.54K $1.01M
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
90
+ 2.83%
$5.78K - $7.21K
3.27K $346K
Jul 13, 2022 Q2 2022
Ims Capital Management

BUY
 -
35
+ 0.47%
$2.25K - $2.8K
7.41K $784K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
18
+ 0.13%
$1.16K - $1.44K
14.4K $1.52M
Aug 11, 2022 Q2 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
12
+ 0.2%
$770 - $961
6.04K $639K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
10
+ 2.35%
$642 - $801
435 $46K
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
8
+ 21.62%
$513 - $640
45 $4.76K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
1
New
$64.2 - $80.1
1 $106
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1
+ 0.01%
$64.2 - $80.1
16.3K $1.73M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-6
- 0.33%
$385 - $480
1.84K $195K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-11
- 0.35%
$706 - $881
3.13K $331K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-112
Closed
$7.19K - $8.97K
0 $0
Jul 12, 2022 Q2 2022
Diversified Trust CO

SELL
 -
-130
- 3.41%
$8.34K - $10.4K
3.69K $390K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-234
- 3.31%
$15K - $18.7K
6.84K $724K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-413
Closed
$26.5K - $33.1K
0 $0
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-847
- 3.0%
$54.4K - $67.8K
27.3K $2.89M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-908
Closed
$58.3K - $72.7K
0 $0
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-1.03K
- 20.36%
$66K - $82.3K
4.02K $426K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-1.37K
- 11.42%
$88K - $110K
10.6K $1.13M
Jul 19, 2022 Q2 2022
Millburn Ridgefield Corp

SELL
 -
-1.39K
Closed
$89.2K - $111K
0 $0
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.58K
- 20.97%
$101K - $126K
5.96K $630K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-2K
Closed
$128K - $160K
0 $0
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-2.94K
- 4.85%
$189K - $236K
57.8K $6.11M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-3.51K
Closed
$225K - $281K
0 $0
Aug 05, 2022 Q2 2022
Firestone Capital Management

SELL
 -
-3.82K
Closed
$245K - $305K
0 $0
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-4.11K
- 14.75%
$263K - $329K
23.7K $2.51M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-4.3K
- 24.22%
$276K - $344K
13.4K $1.42M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-4.43K
Closed
$284K - $355K
0 $0
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-5.01K
- 7.17%
$321K - $401K
64.8K $6.85M
Aug 02, 2022 Q2 2022
Triumph Capital Management

SELL
 -
-6.77K
Closed
$434K - $542K
0 $0
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-7.21K
- 56.48%
$462K - $577K
5.55K $588K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-7.46K
- 16.68%
$479K - $598K
37.3K $3.94M
Nov 01, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-19.8K
- 42.37%
$1.27M - $1.58M
26.9K $2.85M
Aug 26, 2022 Q2 2022
W Advisors, LLC

Germantown, TN
SELL
 -
-20.6K
- 82.32%
$1.32M - $1.65M
4.42K $467K
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-24.1K
- 23.73%
$1.54M - $1.93M
77.3K $8.18M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-29.6K
- 59.76%
$1.9M - $2.37M
19.9K $2.11M
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-36K
- 75.46%
$2.31M - $2.89M
11.7K $1.24M

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