Purchases and Sales Made in Q3 2022 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 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 25, 2022 Q3 2022
Friedenthal Financial

BUY
 -
411
+ 2.71%
$25.4K - $30.7K
15.6K $1.64M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
336
+ 3.83%
$20.8K - $25.1K
9.11K $958K
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
328
+ 10.05%
$20.3K - $24.5K
3.59K $378K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
310
+ 0.9%
$19.1K - $23.1K
34.6K $3.63M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
303
New
$18.7K - $22.6K
303 $31.8K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
300
New
$18.5K - $22.4K
300 $31.5K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
291
+ 3.05%
$18K - $21.7K
9.83K $1.03M
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
190
+ 6.14%
$11.7K - $14.2K
3.29K $345K
Oct 29, 2024 Q3 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
125
New
$7.72K - $9.33K
125 $13.1K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
100
+ 45.25%
$6.18K - $7.47K
321 $33.7K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
50
+ 0.47%
$3.09K - $3.73K
10.6K $1.12M
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1
+ 0.54%
$61.8 - $74.7
187 $19.7K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 2.22%
$61.8 - $74.7
46 $4.84K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-1
Closed
$61.8 - $74.7
0 $0
Nov 15, 2022 Q3 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-16
- 4.51%
$988 - $1.19K
339 $35.6K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-26
- 0.44%
$1.61K - $1.94K
5.93K $623K
Nov 10, 2022 Q3 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-64
- 0.11%
$3.95K - $4.78K
57.7K $6.07M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-145
- 0.46%
$8.96K - $10.8K
31.2K $3.28M
Nov 14, 2022 Q3 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-181
- 3.0%
$11.2K - $13.5K
5.86K $616K
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

SELL
 -
-328
- 6.32%
$20.3K - $24.5K
4.86K $511K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-368
- 85.98%
$22.7K - $27.5K
60 $6.31K
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

SELL
 -
-459
- 1.82%
$28.3K - $34.3K
24.8K $2.61M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
SELL
 -
-550
- 3.82%
$34K - $41.1K
13.8K $1.45M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

SELL
 -
-1.55K
- 15.75%
$96K - $116K
8.31K $874K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-1.68K
- 10.27%
$104K - $125K
14.7K $1.54M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.05K
- 14.45%
$126K - $153K
12.1K $1.27M
Oct 12, 2022 Q3 2022
Dentgroup LLC

SELL
 -
-3.25K
- 31.06%
$201K - $243K
7.22K $759K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.45K
- 14.55%
$213K - $258K
20.3K $2.13M
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

SELL
 -
-4.54K
- 27.0%
$281K - $339K
12.3K $1.29M
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

SELL
 -
-4.63K
- 30.9%
$286K - $346K
10.4K $1.09M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

SELL
 -
-7.41K
- 59.35%
$458K - $553K
5.07K $533K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-10.1K
- 54.75%
$627K - $758K
8.39K $882K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-10.6K
- 62.78%
$652K - $788K
6.26K $658K
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
SELL
 -
-12.6K
- 41.61%
$781K - $944K
17.7K $1.87M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

SELL
 -
-12.8K
- 70.62%
$789K - $953K
5.31K $559K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

SELL
 -
-13.3K
- 20.47%
$819K - $989K
51.5K $5.41M
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-13.6K
- 32.98%
$843K - $1.02M
27.7K $2.92M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

SELL
 -
-16.9K
- 27.44%
$1.05M - $1.26M
44.8K $4.71M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-17.3K
- 77.38%
$1.07M - $1.29M
5.06K $531K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-31.6K
- 58.54%
$1.95M - $2.36M
22.4K $2.35M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-31.6K
- 58.54%
$1.95M - $2.36M
22.4K $2.35M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-32.1K
- 68.64%
$1.98M - $2.4M
14.7K $1.54M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

SELL
 -
-71.6K
- 45.15%
$4.42M - $5.35M
87K $9.15M
Nov 02, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-1.41M
- 98.38%
$87.1M - $105M
23.2K $2.44M
Oct 18, 2022 Q3 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-1.52M
- 97.02%
$93.8M - $113M
46.7K $4.9M

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