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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.48K- 8.74% |
$130K - $145K
|
15.5K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.55K- 9.76% |
$136K - $151K
|
14.3K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.63K- 21.44% |
$143K - $160K
|
5.97K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.88K- 6.58% |
$166K - $184K
|
26.7K
$2.81M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.52% |
$169K - $189K
|
4K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.96K- 42.28% |
$173K - $192K
|
2.68K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.97K- 13.74% |
$173K - $193K
|
12.3K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.51K- 1.18% |
$221K - $246K
|
211K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.07K- 8.66% |
$270K - $301K
|
32.4K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 3.51% |
$561K - $624K
|
175K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.75K- 7.58% |
$594K - $662K
|
82.4K
$8.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.05K- 27.35% |
$708K - $789K
|
21.4K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.4K- 19.8% |
$999K - $1.11M
|
46K
$4.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-36.6K- 29.83% |
$3.22M - $3.59M
|
86.2K
$9.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71.9K- 10.58% |
$6.32M - $7.05M
|
608K
$63.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Bank Of Italy
|
SELL
|
- |
-1.75M- 35.39% |
$154M - $172M
|
3.2M
$336M
|