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
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.7K- 22.08% |
$123K - $144K
|
6K
$627K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.05K- 7.81% |
$148K - $173K
|
24.2K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.27K- 11.8% |
$164K - $192K
|
17K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.31K- 2.32% |
$167K - $196K
|
97.6K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 92.34% |
$200K - $234K
|
230
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.98K- 3.82% |
$215K - $252K
|
75.1K
$7.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.59K- 14.08% |
$259K - $304K
|
21.9K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.92K- 26.02% |
$283K - $331K
|
11.1K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.06K- 5.73% |
$438K - $513K
|
99.8K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.49K- 12.32% |
$613K - $718K
|
60.4K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.57K- 3.65% |
$619K - $725K
|
226K
$23.7M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.73K- 59.67% |
$703K - $823K
|
6.58K
$688K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18K- 2.36% |
$1.3M - $1.53M
|
748K
$78.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 42.5% |
$1.36M - $1.59M
|
25.5K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Bank Of Italy
|
SELL
|
- |
-1.33M- 21.12% |
$95.8M - $112M
|
4.96M
$518M
|