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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
100New |
$7.55K - $8.5K
|
100
$10.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
51New |
$3.85K - $4.33K
|
51
$5.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$3.78K - $4.25K
|
50
$5.25K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
33+ 5.62% |
$2.49K - $2.8K
|
620
$65.1K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31+ 10.23% |
$2.34K - $2.63K
|
334
$35K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
18New |
$1.36K - $1.53K
|
18
$1.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.11% |
$1.21K - $1.36K
|
14.4K
$1.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.78% |
$75.5 - $85
|
37
$3.88K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-50- 1.24% |
$3.78K - $4.25K
|
3.99K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-69- 2.58% |
$5.21K - $5.86K
|
2.61K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-117- 0.24% |
$8.84K - $9.94K
|
48K
$5.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.2% |
$14.9K - $16.7K
|
98.1K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-316- 7.71% |
$23.9K - $26.9K
|
3.78K
$397K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-368Closed |
$27.8K - $31.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-481- 0.16% |
$36.3K - $40.9K
|
296K
$31.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-572- 6.22% |
$43.2K - $48.6K
|
8.63K
$906K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-727- 6.07% |
$54.9K - $61.8K
|
11.2K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.33K- 13.86% |
$101K - $113K
|
8.28K
$868K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.87K- 17.48% |
$141K - $159K
|
8.82K
$925K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.28K- 31.73% |
$248K - $279K
|
7.06K
$741K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.11K- 55.57% |
$311K - $350K
|
3.29K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.82K- 12.68% |
$364K - $409K
|
33.2K
$3.48M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 11.42% |
$1.39M - $1.56M
|
142K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.8K- 60.33% |
$3.16M - $3.55M
|
27.5K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-2.2M- 6.98% |
$166M - $187M
|
29.3M
$3.08B
|