Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2.52K+ 80.98% |
$217K - $273K
|
5.63K
$608K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.5% |
$104K - $131K
|
241K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
961+ 2.25% |
$82.8K - $104K
|
43.7K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
837+ 5.1% |
$72.1K - $90.7K
|
17.3K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
679+ 5.41% |
$58.5K - $73.6K
|
13.2K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
514+ 3.88% |
$44.3K - $55.7K
|
13.8K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
411+ 9.76% |
$35.4K - $44.5K
|
4.62K
$499K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
285+ 7.27% |
$24.5K - $30.9K
|
4.21K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
211+ 6.43% |
$18.2K - $22.9K
|
3.5K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
177+ 2.58% |
$15.2K - $19.2K
|
7.03K
$760K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
82+ 2.17% |
$7.06K - $8.88K
|
3.85K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10+ 0.04% |
$861 - $1.08K
|
28.4K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.17% |
$689 - $867
|
4.81K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-42- 0.69% |
$3.62K - $4.55K
|
6.05K
$654K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-271- 2.92% |
$23.3K - $29.4K
|
9.03K
$975K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-289- 2.66% |
$24.9K - $31.3K
|
10.6K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-306- 10.68% |
$26.4K - $33.2K
|
2.56K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-325- 5.46% |
$28K - $35.2K
|
5.62K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-363- 6.25% |
$31.3K - $39.3K
|
5.44K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 16.99% |
$45.1K - $56.8K
|
2.56K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.07% |
$105K - $132K
|
13.9K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 7.37% |
$445K - $560K
|
65K
$7.02M
|