Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
111KNew |
$11.1M - $12M
|
111K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.5K+ 5.49% |
$4.26M - $4.58M
|
816K
$80.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.2KNew |
$2.73M - $2.93M
|
27.2K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27K+ 3.26% |
$2.71M - $2.91M
|
853K
$84.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 58.98% |
$2.24M - $2.4M
|
60.1K
$5.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$1.66M - $1.79M
|
16.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.9KNew |
$1.59M - $1.71M
|
15.9K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8KNew |
$1.38M - $1.49M
|
13.8K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.74KNew |
$878K - $943K
|
8.74K
$867K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
7.74K+ 22.51% |
$777K - $834K
|
42.1K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.19KNew |
$722K - $776K
|
7.19K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.86K+ 6.6% |
$689K - $740K
|
111K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.65K+ 282.9% |
$668K - $717K
|
9K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.3K+ 8683.61% |
$532K - $571K
|
5.36K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
5.17KNew |
$519K - $558K
|
5.17K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.11KNew |
$412K - $443K
|
4.11K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86KNew |
$387K - $416K
|
3.86K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.86KNew |
$387K - $416K
|
3.86K
$382K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.35KNew |
$336K - $361K
|
3.35K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 20.13% |
$301K - $324K
|
17.9K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.75K+ 22.18% |
$276K - $296K
|
15.1K
$1.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.56KNew |
$256K - $276K
|
2.56K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 609.8% |
$219K - $235K
|
2.53K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.05KNew |
$206K - $221K
|
2.05K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 17.58% |
$137K - $147K
|
9.12K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.36K+ 2.7% |
$137K - $147K
|
51.8K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 39.68% |
$113K - $122K
|
3.97K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.94% |
$112K - $121K
|
29.5K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.08K+ 180.0% |
$108K - $116K
|
1.68K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
867+ 383.63% |
$87K - $93.5K
|
1.09K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.83% |
$59.3K - $63.7K
|
71.6K
$7.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
525New |
$52.7K - $56.6K
|
525
$52.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
501+ 6.11% |
$50.3K - $54K
|
8.7K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
381+ 16.95% |
$38.2K - $41.1K
|
2.63K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
369+ 1.59% |
$37K - $39.8K
|
23.6K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 7.84% |
$32.8K - $35.3K
|
4.5K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 3.53% |
$28.4K - $30.5K
|
8.31K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
274+ 7.24% |
$27.5K - $29.6K
|
4.06K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
180New |
$18.1K - $19.4K
|
180
$17.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
172New |
$17.3K - $18.6K
|
172
$17.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147+ 2.86% |
$14.8K - $15.9K
|
5.29K
$524K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134+ 0.06% |
$13.5K - $14.5K
|
231K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 0.16% |
$12.8K - $13.8K
|
82.1K
$8.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
126+ 1.95% |
$12.6K - $13.6K
|
6.6K
$655K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 3.16% |
$8.63K - $9.28K
|
2.81K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
79+ 0.35% |
$7.93K - $8.52K
|
22.5K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
63+ 1.93% |
$6.32K - $6.8K
|
3.33K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 7.63% |
$4.92K - $5.29K
|
691
$68.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 1.79% |
$4.92K - $5.29K
|
2.78K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
42+ 1.32% |
$4.22K - $4.53K
|
3.23K
$320K
|