Purchases and Sales Made in Q3 2022 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.4M+ 4255.47% |
$86.5M - $105M
|
1.43M
$151M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
137K+ 128.64% |
$8.44M - $10.2M
|
243K
$25.5M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.9K+ 415.89% |
$5.12M - $6.19M
|
103K
$10.8M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.4K+ 317.21% |
$4.59M - $5.55M
|
97.8K
$10.3M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
71.4K+ 1615.62% |
$4.41M - $5.33M
|
75.8K
$7.97M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.4K+ 88.62% |
$4.1M - $4.96M
|
141K
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.9K+ 9.68% |
$2.03M - $2.45M
|
373K
$39.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$1.53M - $1.85M
|
24.8K
$2.6M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 28.89% |
$1.19M - $1.43M
|
85.6K
$9M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
18K+ 20.71% |
$1.11M - $1.34M
|
105K
$11M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 21.21% |
$1.01M - $1.22M
|
93.3K
$9.81M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
15.8K+ 148.38% |
$975K - $1.18M
|
26.4K
$2.78M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$838K - $1.01M
|
13.6K
$1.43M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
11.7K+ 290.62% |
$725K - $877K
|
15.8K
$1.66M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 23.29% |
$713K - $861K
|
61.1K
$6.42M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 35.81% |
$674K - $815K
|
41.4K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 14.46% |
$667K - $806K
|
85.5K
$8.98M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$656K - $792K
|
10.6K
$1.12M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.64KNew |
$595K - $720K
|
9.64K
$1.01M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.12K+ 79.37% |
$563K - $681K
|
20.6K
$2.17M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.31KNew |
$513K - $620K
|
8.31K
$874K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.2KNew |
$506K - $612K
|
8.2K
$861K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.77K+ 17.38% |
$480K - $580K
|
52.5K
$5.52M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.56K+ 20.27% |
$467K - $564K
|
44.8K
$4.71M
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
7.36KNew |
$455K - $550K
|
7.36K
$774K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.57K+ 24.02% |
$406K - $490K
|
33.9K
$3.56M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.41KNew |
$396K - $479K
|
6.41K
$674K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.4KNew |
$395K - $478K
|
6.4K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.37K+ 47.33% |
$393K - $475K
|
19.8K
$2.08M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.8KNew |
$358K - $433K
|
5.8K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.24K+ 44.72% |
$324K - $391K
|
17K
$1.78M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 6.17% |
$295K - $356K
|
82.1K
$8.63M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.04KNew |
$250K - $302K
|
4.04K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.88K+ 50.53% |
$240K - $290K
|
11.6K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.67K+ 48.11% |
$165K - $199K
|
8.22K
$864K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.56K+ 0.29% |
$158K - $191K
|
893K
$93.9M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 214.13% |
$150K - $181K
|
3.56K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71K+ 41.62% |
$105K - $127K
|
5.81K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 18.61% |
$105K - $127K
|
10.8K
$1.14M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 39.54% |
$98.2K - $119K
|
5.61K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 10.35% |
$71.2K - $86.1K
|
12.3K
$1.29M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 30.38% |
$66.7K - $80.6K
|
4.64K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.07KNew |
$66.1K - $80K
|
1.07K
$113K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01K+ 5.12% |
$62.5K - $75.5K
|
20.8K
$2.18M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
960+ 19.09% |
$59.3K - $71.7K
|
5.99K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
874New |
$54K - $65.2K
|
874
$91.9K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
743+ 24.29% |
$45.9K - $55.5K
|
3.8K
$400K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
665+ 6.17% |
$41.1K - $49.6K
|
11.4K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
606New |
$37.4K - $45.2K
|
606
$63.7K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
476New |
$29.4K - $35.5K
|
476
$50K
|