Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
597K
+ 53864.74%
$44.6M - $47.7M
598K $62.9M
Nov 12, 2021 Q3 2021
Swiss Re LTD

Zurich, V8
BUY
 -
409K
New
$30.6M - $32.7M
409K $43M
Nov 10, 2021 Q3 2021
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
BUY
 -
177K
+ 0.56%
$13.2M - $14.1M
31.5M $3.32B
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
98.2K
New
$7.34M - $7.84M
98.2K $10.3M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.1K
New
$3.59M - $3.84M
48.1K $5.06M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38K
New
$2.84M - $3.03M
38K $4M
Nov 15, 2021 Q3 2021
First Ascent Asset Management, LLC

BUY
 -
31.1K
New
$2.32M - $2.48M
31.1K $3.27M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
27.1K
+ 64.19%
$2.02M - $2.16M
69.3K $7.29M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.1K
+ 3.9%
$831K - $888K
297K $31.2M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.95K
+ 69.74%
$743K - $795K
24.2K $2.55M
Oct 13, 2021 Q3 2021
Friedenthal Financial

BUY
 -
7.03K
+ 99.65%
$525K - $561K
14.1K $1.48M
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
BUY
 -
6.2K
New
$463K - $495K
6.2K $652K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

BUY
 -
4.15K
+ 103.21%
$310K - $331K
8.17K $858K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
3.85K
+ 6.57%
$287K - $307K
62.3K $6.55M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
3.52K
+ 9.77%
$263K - $281K
39.6K $4.16M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
3.52K
+ 15.42%
$263K - $281K
26.3K $2.77M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
3.28K
+ 46.47%
$245K - $262K
10.3K $1.09M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
3.23K
New
$241K - $258K
3.23K $340K
Nov 16, 2021 Q3 2021
Triumph Capital Management

BUY
 -
2.68K
New
$200K - $214K
2.68K $282K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
2.5K
+ 125.0%
$187K - $200K
4.5K $473K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
2.32K
+ 8.36%
$173K - $185K
30.1K $3.16M
Nov 12, 2021 Q3 2021
Ci Investments Inc.

Toronto, A6
BUY
 -
2.24K
New
$167K - $178K
2.24K $235K
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.82K
+ 22.14%
$136K - $145K
10K $1.05M
Oct 19, 2021 Q3 2021
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.52K
+ 9.7%
$114K - $121K
17.2K $1.81M
Oct 26, 2021 Q3 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.46K
+ 20.3%
$109K - $116K
8.63K $907K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.07K
+ 5.93%
$79.5K - $85K
19K $2M
Nov 09, 2021 Q3 2021
Community Financial Services Group, LLC

Newport, VT
BUY
 -
710
+ 10.55%
$53K - $56.7K
7.44K $782K
Nov 16, 2021 Q3 2021
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
635
+ 12.49%
$47.4K - $50.7K
5.72K $601K
Nov 15, 2021 Q3 2021
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
605
+ 1.02%
$45.2K - $48.3K
59.8K $6.29M
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
587
New
$43.8K - $46.9K
587 $61.7K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
368
New
$27.5K - $29.4K
368 $38.7K
Oct 12, 2021 Q3 2021
Private Capital Management LLC

BUY
 -
360
+ 5.68%
$26.9K - $28.7K
6.7K $704K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
352
+ 3.8%
$26.3K - $28.1K
9.61K $1.01M
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

BUY
 -
176
+ 7.92%
$13.1K - $14.1K
2.4K $252K
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
60
New
$4.48K - $4.79K
60 $6.31K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
40
+ 0.99%
$2.99K - $3.19K
4.1K $431K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
31
+ 10.23%
$2.32K - $2.48K
334 $35.1K
Nov 03, 2021 Q3 2021
Front Row Advisors LLC

Tiburon, CA
BUY
 -
30
+ 9.23%
$2.24K - $2.4K
355 $37.3K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
25
+ 0.61%
$1.87K - $2K
4.13K $434K
Nov 09, 2021 Q3 2021
Private Ocean, LLC

BUY
 -
19
+ 0.18%
$1.42K - $1.52K
10.7K $1.12M
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
18
+ 0.13%
$1.34K - $1.44K
14.3K $1.51M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 12, 2021 Q3 2021
Wealth Alliance

Mellville, NY
SELL
 -
-29
- 0.86%
$2.17K - $2.32K
3.36K $353K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-111
- 1.19%
$8.29K - $8.86K
9.2K $967K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-177
- 2.31%
$13.2K - $14.1K
7.48K $786K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-291
- 2.35%
$21.7K - $23.2K
12.1K $1.27M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-368
- 7.67%
$27.5K - $29.4K
4.43K $465K
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-373
Closed
$27.9K - $29.8K
0 $0
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

SELL
 -
-515
- 0.32%
$38.5K - $41.1K
161K $16.9M

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