Purchases and Sales Made in Q2 2024 in Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL) during Q2 2024. 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.3K+ 12.81% |
$6.71M - $7.48M
|
672K
$71.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.7K+ 11.23% |
$6.57M - $7.32M
|
740K
$78.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.7K+ 390.45% |
$5.96M - $6.64M
|
85.1K
$9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29KNew |
$2.55M - $2.84M
|
29K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
18.5K+ 101.97% |
$1.62M - $1.81M
|
36.6K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
10.4K+ 12.52% |
$915K - $1.02M
|
93.5K
$9.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.89K+ 148.61% |
$870K - $969K
|
16.5K
$1.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 11.7% |
$761K - $848K
|
82.6K
$8.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.19KNew |
$632K - $704K
|
7.19K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.51K+ 37.44% |
$396K - $442K
|
16.5K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.19KNew |
$369K - $411K
|
4.19K
$443K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.97KNew |
$349K - $389K
|
3.97K
$420K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81KNew |
$335K - $374K
|
3.81K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.78K+ 1.98% |
$333K - $371K
|
195K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.58K+ 12.92% |
$315K - $351K
|
31.3K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.35K+ 35.2% |
$294K - $328K
|
12.8K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$250K - $279K
|
2.84K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$238K - $265K
|
2.7K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.6KNew |
$229K - $255K
|
2.6K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.58KNew |
$227K - $253K
|
2.58K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 0.73% |
$215K - $239K
|
337K
$35.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.42K+ 13.15% |
$213K - $237K
|
20.8K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$185K - $206K
|
2.1K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.77KNew |
$155K - $173K
|
1.77K
$187K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75K+ 7.93% |
$154K - $172K
|
23.8K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.75K+ 16.47% |
$154K - $171K
|
12.4K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.28KNew |
$112K - $125K
|
1.28K
$135K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.03KNew |
$90.4K - $101K
|
1.03K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
756+ 47.34% |
$66.5K - $74.1K
|
2.35K
$249K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
756+ 47.34% |
$66.5K - $74.1K
|
2.35K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
496+ 2.36% |
$43.6K - $48.6K
|
21.5K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
490+ 17.68% |
$43.1K - $48K
|
3.26K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
464+ 12.17% |
$40.8K - $45.5K
|
4.28K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394+ 1.09% |
$34.7K - $38.6K
|
36.7K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
342+ 0.6% |
$30.1K - $33.5K
|
57.7K
$6.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
273New |
$24K - $26.8K
|
273
$28.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
258+ 8.37% |
$22.7K - $25.3K
|
3.34K
$353K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22K - $24.5K
|
250
$26.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 2.58% |
$18.7K - $20.9K
|
8.46K
$895K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
208+ 5.98% |
$18.3K - $20.4K
|
3.69K
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
174+ 47.03% |
$15.3K - $17.1K
|
544
$57.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
126New |
$11.1K - $12.3K
|
126
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
84+ 0.49% |
$7.39K - $8.23K
|
17.4K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
56+ 1.92% |
$4.93K - $5.49K
|
2.98K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 0.64% |
$4.49K - $5K
|
8.07K
$854K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43+ 0.48% |
$3.78K - $4.21K
|
8.97K
$949K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38+ 1.72% |
$3.34K - $3.72K
|
2.25K
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
36+ 0.31% |
$3.17K - $3.53K
|
11.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.17% |
$3.08K - $3.43K
|
20.8K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
25+ 0.83% |
$2.2K - $2.45K
|
3.04K
$321K
|