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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-5.89K- 12.63% |
$362K - $418K
|
40.8K
$4.31M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.07K- 27.09% |
$372K - $430K
|
16.3K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.07K- 27.09% |
$372K - $430K
|
16.3K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.5K- 21.2% |
$583K - $673K
|
35.3K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.64K- 56.79% |
$591K - $683K
|
7.33K
$776K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-11.7K- 74.38% |
$721K - $832K
|
4.04K
$428K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-18.6K- 36.14% |
$1.14M - $1.32M
|
32.9K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 94.94% |
$1.18M - $1.36M
|
1.03K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.1K- 6.19% |
$1.42M - $1.64M
|
349K
$37M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26.5K- 76.54% |
$1.62M - $1.88M
|
8.11K
$858K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.1K- 21.87% |
$3.26M - $3.76M
|
190K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-155K- 0.58% |
$9.51M - $11M
|
26.6M
$2.81B
|