Purchases and Sales Made in Q4 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 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
Jan 26, 2023 Q4 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.14K
+ 31.62%
$69.7K - $80.5K
4.73K $497K
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
929
+ 1.61%
$57K - $65.8K
58.6K $6.16M
Feb 13, 2023 Q4 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
845
+ 14.11%
$51.9K - $59.9K
6.84K $718K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
812
New
$49.8K - $57.6K
812 $85.3K
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
756
+ 2.42%
$46.4K - $53.6K
32K $3.36M
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
BUY
 -
642
New
$39.4K - $45.5K
642 $67.5K
Jan 18, 2023 Q4 2022
Cypress Wealth Services, LLC

BUY
 -
607
+ 2.45%
$37.3K - $43K
25.4K $2.67M
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
600
New
$36.8K - $42.5K
600 $63.1K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
570
+ 94.06%
$35K - $40.4K
1.18K $124K
Jan 19, 2023 Q4 2022
Beacon Financial Group

BUY
 -
540
+ 7.33%
$33.1K - $38.3K
7.9K $831K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
269
New
$16.5K - $19.1K
269 $28.3K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
250
New
$15.3K - $17.7K
250 $26.3K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
250
New
$15.3K - $17.7K
250 $26.3K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
241
New
$14.8K - $17.1K
241 $25.3K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
212
+ 2.44%
$13K - $15K
8.9K $935K
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
186
+ 2.58%
$11.4K - $13.2K
7.41K $778K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

BUY
 -
130
+ 1.14%
$7.98K - $9.21K
11.6K $1.22M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
119
+ 3.62%
$7.3K - $8.43K
3.4K $358K
Jan 31, 2023 Q4 2022
Friedenthal Financial

BUY
 -
81
+ 0.52%
$4.97K - $5.74K
15.6K $1.64M
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
80
New
$4.91K - $5.67K
80 $8.41K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
73
+ 1.44%
$4.48K - $5.17K
5.15K $541K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
47
New
$2.88K - $3.33K
47 $4.94K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
37
+ 0.7%
$2.27K - $2.62K
5.35K $562K
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
34
+ 0.41%
$2.09K - $2.41K
8.23K $865K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
18
+ 1.98%
$1.1K - $1.28K
926 $97.3K
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1
+ 0.53%
$61.4 - $70.9
188 $19.8K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-8
- 2.36%
$491 - $567
331 $34.8K
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

SELL
 -
-16
- 1.49%
$982 - $1.13K
1.06K $111K
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-28
- 5.88%
$1.72K - $1.98K
448 $47.1K
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-42
- 0.72%
$2.58K - $2.98K
5.82K $611K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-100
- 31.15%
$6.14K - $7.09K
221 $23.2K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-125
- 2.47%
$7.67K - $8.86K
4.93K $518K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-299
- 2.58%
$18.3K - $21.2K
11.3K $1.18M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-429
- 6.86%
$26.3K - $30.4K
5.83K $613K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-554
- 4.0%
$34K - $39.3K
13.3K $1.4M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-560
- 30.43%
$34.4K - $39.7K
1.28K $135K
Jan 19, 2023 Q4 2022
Mkt Advisors LLC

Escondido, CA
SELL
 -
-672
- 17.67%
$41.2K - $47.6K
3.13K $329K
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-683
- 2.94%
$41.9K - $48.4K
22.5K $2.37M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-750
- 7.05%
$46K - $53.2K
9.89K $1.04M
Feb 10, 2023 Q4 2022
Ci Investments Inc.

Toronto, A6
SELL
 -
-825
- 7.64%
$50.6K - $58.5K
9.98K $1.05M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-905
- 15.26%
$55.5K - $64.1K
5.03K $528K
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

SELL
 -
-1.13K
- 9.19%
$69.2K - $80K
11.2K $1.17M
Feb 07, 2023 Q4 2022
My Legacy Advisors, LLC

SELL
 -
-1.39K
- 6.76%
$85.5K - $98.7K
19.2K $2.02M
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-1.42K
- 2.33%
$87.3K - $101K
59.7K $6.27M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-2.01K
- 13.71%
$124K - $143K
12.7K $1.33M
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
SELL
 -
-2.21K
- 12.43%
$135K - $156K
15.5K $1.63M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-5.42K
- 20.5%
$332K - $384K
21K $2.21M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-5.63K
- 6.85%
$345K - $399K
76.4K $8.04M

Track Institutional and Insider Activities on SUSL

Follow ISHARES TR ESG MSCI USA LEADER and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SUSL shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr Esg Msci Usa Leader insider buys or sells SUSL shares.

Notify only if

News

Receive news related to ISHARES TR ESG MSCI USA LEADER

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SUSL