Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
107K+ 28.94% |
$8.02M - $8.57M
|
477K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.1K+ 26.0% |
$6.75M - $7.22M
|
437K
$44.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
70.1KNew |
$5.25M - $5.62M
|
70.1K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.4K+ 72.23% |
$4.9M - $5.24M
|
156K
$16M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
45.4K+ 58.61% |
$3.4M - $3.63M
|
123K
$12.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
33.2K+ 24.62% |
$2.48M - $2.66M
|
168K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
25.5KNew |
$1.91M - $2.04M
|
25.5K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
22.3K+ 298.82% |
$1.67M - $1.79M
|
29.8K
$3.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.1KNew |
$1.28M - $1.37M
|
17.1K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 12.61% |
$1.18M - $1.26M
|
141K
$14.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
9.78K+ 89.09% |
$732K - $783K
|
20.8K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.6KNew |
$719K - $769K
|
9.6K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.19K+ 107.73% |
$688K - $736K
|
17.7K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.03K+ 337.51% |
$676K - $723K
|
11.7K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.25KNew |
$618K - $661K
|
8.25K
$847K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.78K+ 3.43% |
$583K - $623K
|
235K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.7KNew |
$577K - $617K
|
7.7K
$791K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.52KNew |
$488K - $522K
|
6.52K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 20.07% |
$407K - $435K
|
32.5K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.39K+ 8.43% |
$404K - $432K
|
69.4K
$7.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.64KNew |
$347K - $371K
|
4.64K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.54KNew |
$340K - $364K
|
4.54K
$466K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.5KNew |
$337K - $361K
|
4.5K
$462K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.97KNew |
$297K - $318K
|
3.97K
$407K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.15K+ 22.69% |
$236K - $253K
|
17.1K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.87KNew |
$215K - $230K
|
2.87K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.86K+ 1955.48% |
$214K - $229K
|
3K
$308K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$211K - $226K
|
2.82K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63KNew |
$197K - $210K
|
2.63K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.6K+ 20.32% |
$195K - $209K
|
15.4K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.37K+ 5.65% |
$178K - $190K
|
44.3K
$4.55M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 2.42% |
$177K - $189K
|
99.9K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 11.49% |
$107K - $114K
|
13.8K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 15.1% |
$84.7K - $90.6K
|
8.62K
$885K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 3593.55% |
$83.4K - $89.2K
|
1.15K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.01K+ 3.58% |
$75.9K - $81.2K
|
29.3K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990New |
$74.2K - $79.3K
|
990
$102K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
958New |
$71.8K - $76.7K
|
958
$98.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
833New |
$62.4K - $66.7K
|
833
$85.5K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
453+ 9.48% |
$33.9K - $36.3K
|
5.23K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
422+ 40.69% |
$31.6K - $33.8K
|
1.46K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
415+ 7.57% |
$31.1K - $33.2K
|
5.89K
$605K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
394+ 1.41% |
$29.5K - $31.6K
|
28.2K
$2.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
329+ 2.13% |
$24.6K - $26.4K
|
15.8K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
312+ 2.01% |
$23.4K - $25K
|
15.8K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
312+ 11.17% |
$23.4K - $25K
|
3.11K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
230+ 2.74% |
$17.2K - $18.4K
|
8.64K
$887K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
221+ 3.38% |
$16.6K - $17.7K
|
6.76K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
221+ 0.55% |
$16.6K - $17.7K
|
40.5K
$4.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
188+ 4.19% |
$14.1K - $15.1K
|
4.67K
$479K
|