Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02M+ 12130.03% |
$62.4M - $72.1M
|
1.03M
$108M
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
654K+ 159.72% |
$40.1M - $46.3M
|
1.06M
$112M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
420K+ 296.83% |
$25.8M - $29.8M
|
561K
$59M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.7K+ 279.35% |
$5.81M - $6.72M
|
129K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.4K+ 58.63% |
$3.52M - $4.07M
|
155K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8KNew |
$3.18M - $3.67M
|
51.8K
$5.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
29K+ 33.37% |
$1.78M - $2.06M
|
116K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.7K+ 66.87% |
$1.7M - $1.96M
|
69.1K
$7.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.1KNew |
$1.3M - $1.5M
|
21.1K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$1.04M - $1.2M
|
16.9K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 18.09% |
$1.04M - $1.2M
|
110K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 125.6% |
$947K - $1.09M
|
27.7K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13.9K+ 30.94% |
$852K - $983K
|
58.7K
$6.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6KNew |
$833K - $962K
|
13.6K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.8KNew |
$788K - $910K
|
12.8K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
12.4K+ 119.91% |
$762K - $881K
|
22.8K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 37.96% |
$646K - $746K
|
38.3K
$4.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$622K - $719K
|
10.1K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9.94K+ 11.61% |
$610K - $705K
|
95.6K
$10M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.9KNew |
$608K - $702K
|
9.9K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.78K+ 241.93% |
$600K - $693K
|
13.8K
$1.45M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$470K - $543K
|
7.66K
$805K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$470K - $543K
|
7.66K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.02K+ 35.44% |
$431K - $498K
|
26.8K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7KNew |
$430K - $496K
|
7K
$736K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.55K+ 71.84% |
$402K - $464K
|
15.7K
$1.65M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.17KNew |
$378K - $437K
|
6.17K
$648K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
5.68KNew |
$348K - $402K
|
5.68K
$596K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.53KNew |
$339K - $392K
|
5.53K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.51K+ 6.45% |
$338K - $391K
|
91K
$9.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.47KNew |
$336K - $388K
|
5.47K
$575K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.16KNew |
$317K - $366K
|
5.16K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.03K+ 9.57% |
$308K - $356K
|
57.5K
$6.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.56KNew |
$280K - $323K
|
4.56K
$480K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.54KNew |
$279K - $322K
|
4.54K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.16KNew |
$255K - $295K
|
4.16K
$437K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.81K+ 39.54% |
$234K - $270K
|
13.5K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.76KNew |
$231K - $266K
|
3.76K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.73KNew |
$229K - $265K
|
3.73K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61KNew |
$222K - $256K
|
3.61K
$380K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.4KNew |
$208K - $241K
|
3.4K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.39K+ 52.81% |
$208K - $240K
|
9.8K
$1.03M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.32K+ 22.62% |
$204K - $235K
|
18K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.68K+ 27.32% |
$165K - $190K
|
12.5K
$1.31M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.56K+ 43.99% |
$157K - $181K
|
8.36K
$879K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.72K+ 1.64% |
$106K - $122K
|
107K
$11.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$105K - $122K
|
1.72K
$181K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.66K+ 19.97% |
$102K - $118K
|
9.97K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 26.52% |
$75.4K - $87.1K
|
5.86K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.16K+ 1.53% |
$71K - $82K
|
76.9K
$8.09M
|