Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
231+ 0.77% |
$16.7K - $19.5K
|
30.1K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
174+ 5.04% |
$12.6K - $14.7K
|
3.63K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
145+ 1.5% |
$10.5K - $12.3K
|
9.81K
$1.03M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
114New |
$8.23K - $9.64K
|
114
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 18.57% |
$7.87K - $9.22K
|
696
$72.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 36.16% |
$7.08K - $8.29K
|
369
$38.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
75+ 1.27% |
$5.42K - $6.34K
|
5.97K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
50+ 1.67% |
$3.61K - $4.23K
|
3.05K
$319K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
49+ 0.74% |
$3.54K - $4.14K
|
6.69K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 1.19% |
$3.39K - $3.97K
|
4.01K
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
42+ 0.33% |
$3.03K - $3.55K
|
12.6K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33+ 0.21% |
$2.38K - $2.79K
|
15.8K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31+ 0.96% |
$2.24K - $2.62K
|
3.26K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
27+ 0.93% |
$1.95K - $2.28K
|
2.92K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
21+ 0.68% |
$1.52K - $1.78K
|
3.13K
$327K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8+ 0.17% |
$578 - $676
|
4.64K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.3% |
$578 - $676
|
2.63K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.15% |
$505 - $592
|
4.68K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.73% |
$505 - $592
|
965
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 12.18% |
$1.37K - $1.61K
|
137
$14.3K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-28- 0.04% |
$2.02K - $2.37K
|
69.3K
$7.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 0.26% |
$3.32K - $3.89K
|
17.7K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 0.95% |
$4.33K - $5.07K
|
6.24K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-124- 0.9% |
$8.95K - $10.5K
|
13.7K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-149- 45.99% |
$10.8K - $12.6K
|
175
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-150- 3.78% |
$10.8K - $12.7K
|
3.82K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-191- 1.05% |
$13.8K - $16.1K
|
17.9K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-249- 1.04% |
$18K - $21.1K
|
23.6K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-329- 28.73% |
$23.8K - $27.8K
|
816
$85.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-369- 8.31% |
$26.6K - $31.2K
|
4.07K
$426K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-385- 2.43% |
$27.8K - $32.6K
|
15.4K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-398- 0.52% |
$28.7K - $33.7K
|
76.1K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-430- 5.36% |
$31.1K - $36.4K
|
7.59K
$793K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-457- 7.26% |
$33K - $38.6K
|
5.84K
$611K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-487- 5.65% |
$35.2K - $41.2K
|
8.13K
$850K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-556- 10.63% |
$40.1K - $47K
|
4.67K
$489K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-633- 56.32% |
$45.7K - $53.5K
|
491
$51.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-657- 21.32% |
$47.4K - $55.5K
|
2.43K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-674- 10.34% |
$48.7K - $57K
|
5.84K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-727- 16.01% |
$52.5K - $61.5K
|
3.81K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-736- 88.36% |
$53.1K - $62.2K
|
97
$10.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-796- 6.36% |
$57.5K - $67.3K
|
11.7K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-836- 15.18% |
$60.4K - $70.7K
|
4.67K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-851- 17.23% |
$61.5K - $72K
|
4.09K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-860- 9.22% |
$62.1K - $72.7K
|
8.47K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-892- 2.2% |
$64.4K - $75.4K
|
39.6K
$4.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 23.38% |
$108K - $127K
|
4.92K
$514K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.54K- 65.32% |
$111K - $130K
|
816
$85.3K
|