Purchases and Sales Made in Q4 2021 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
718K+ 120.04% |
$54.3M - $61M
|
1.32M
$138M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
33.9K+ 1048.36% |
$2.56M - $2.88M
|
37.1K
$3.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3KNew |
$1.84M - $2.07M
|
24.3K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
22K+ 55.67% |
$1.66M - $1.87M
|
61.6K
$6.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
20.7KNew |
$1.56M - $1.75M
|
20.7K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 451.92% |
$1.51M - $1.7M
|
24.4K
$2.57M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
16.7K+ 53.57% |
$1.26M - $1.42M
|
47.7K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.18KNew |
$693K - $780K
|
9.18K
$965K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.03KNew |
$606K - $682K
|
8.03K
$844K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.41K+ 11.88% |
$559K - $629K
|
69.7K
$7.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.27K+ 84.26% |
$549K - $618K
|
15.9K
$1.67M
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6.18K+ 35.94% |
$466K - $525K
|
23.4K
$2.46M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
5.65KNew |
$427K - $480K
|
5.65K
$594K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.39KNew |
$332K - $373K
|
4.39K
$461K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.96K+ 32.76% |
$299K - $336K
|
16K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
3.69KNew |
$279K - $314K
|
3.69K
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.61K+ 161.61% |
$273K - $307K
|
5.85K
$615K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.54K+ 47.56% |
$267K - $301K
|
11K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.46K+ 14.27% |
$261K - $294K
|
27.7K
$2.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.16KNew |
$238K - $268K
|
3.16K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2.99K+ 36.64% |
$226K - $254K
|
11.2K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.88KNew |
$218K - $245K
|
2.88K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.77KNew |
$209K - $236K
|
2.77K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61KNew |
$197K - $222K
|
2.61K
$275K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.5KNew |
$189K - $212K
|
2.5K
$263K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.49KNew |
$188K - $212K
|
2.49K
$262K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.4KNew |
$181K - $204K
|
2.4K
$252K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.39K+ 35.71% |
$181K - $203K
|
9.09K
$955K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.38KNew |
$179K - $202K
|
2.38K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54KNew |
$116K - $131K
|
1.54K
$161K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48K+ 5.6% |
$111K - $125K
|
27.8K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21KNew |
$91K - $102K
|
1.21K
$127K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1K+ 22.22% |
$75.5K - $85K
|
5.5K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
914+ 32.7% |
$69K - $77.7K
|
3.71K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
768+ 1280.0% |
$58K - $65.3K
|
828
$87K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
701+ 6.99% |
$52.9K - $59.6K
|
10.7K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700New |
$52.9K - $59.5K
|
700
$73.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
661New |
$49.9K - $56.2K
|
661
$69.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
655+ 2.18% |
$49.5K - $55.7K
|
30.7K
$3.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
651New |
$49.2K - $55.3K
|
651
$68.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
590New |
$44.6K - $50.1K
|
590
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
583New |
$44K - $49.5K
|
583
$61.3K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
503+ 3.57% |
$38K - $42.7K
|
14.6K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
486+ 0.81% |
$36.7K - $41.3K
|
60.3K
$6.34M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
430+ 7.52% |
$32.5K - $36.5K
|
6.15K
$646K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
418+ 6.16% |
$31.6K - $35.5K
|
7.21K
$758K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$18.9K - $21.2K
|
250
$26.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
178+ 2.38% |
$13.4K - $15.1K
|
7.65K
$804K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
151+ 6.3% |
$11.4K - $12.8K
|
2.55K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
112New |
$8.46K - $9.52K
|
112
$11.8K
|