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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 0.31% |
$1.71K - $1.83K
|
5.56K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 5.17% |
$1.41K - $1.51K
|
285
$28.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.33% |
$1.3K - $1.4K
|
3.91K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13+ 0.14% |
$1.3K - $1.4K
|
9.1K
$902K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8+ 0.35% |
$803 - $863
|
2.31K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6+ 0.2% |
$602 - $647
|
3.01K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.17% |
$502 - $539
|
2.92K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$301 - $324
|
4.5K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$301 - $324
|
16.3K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 0.19% |
$201 - $216
|
1.05K
$104K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.0% |
$100 - $108
|
22.5K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $108
|
11.4K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.29% |
$100 - $108
|
345
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1- 0.01% |
$100 - $108
|
19.1K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.16% |
$201 - $216
|
1.26K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.17% |
$402 - $431
|
2.31K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 2.64% |
$602 - $647
|
221
$21.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$1K - $1.08K
|
3.81K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13- 0.22% |
$1.3K - $1.4K
|
5.88K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-18- 0.06% |
$1.81K - $1.94K
|
28.4K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23- 0.15% |
$2.31K - $2.48K
|
15.4K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-24- 0.51% |
$2.41K - $2.59K
|
4.64K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 0.41% |
$3.31K - $3.56K
|
8.11K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74- 0.93% |
$7.43K - $7.98K
|
7.91K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 17.7% |
$7.73K - $8.31K
|
358
$35.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 2.6% |
$7.93K - $8.52K
|
2.96K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 2.39% |
$10K - $10.8K
|
4.09K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-126- 2.87% |
$12.6K - $13.6K
|
4.26K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-128- 0.63% |
$12.8K - $13.8K
|
20.1K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-140- 2.74% |
$14.1K - $15.1K
|
4.97K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-141- 4.36% |
$14.2K - $15.2K
|
3.09K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-148- 6.51% |
$14.9K - $16K
|
2.13K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 5.14% |
$16.7K - $17.9K
|
3.06K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-169- 0.3% |
$17K - $18.2K
|
56.6K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-186- 0.89% |
$18.7K - $20.1K
|
20.7K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-191- 1.62% |
$19.2K - $20.6K
|
11.6K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-196- 5.6% |
$19.7K - $21.1K
|
3.31K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.26% |
$20.1K - $21.6K
|
4.5K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-255- 44.35% |
$25.6K - $27.5K
|
320
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-270- 0.62% |
$27.1K - $29.1K
|
43.5K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-275- 4.87% |
$27.6K - $29.7K
|
5.37K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-383- 12.04% |
$38.4K - $41.3K
|
2.8K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-404- 2.1% |
$40.6K - $43.6K
|
18.8K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-514- 4.91% |
$51.6K - $55.4K
|
9.95K
$986K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-523- 2.49% |
$52.5K - $56.4K
|
20.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 6.28% |
$53.2K - $57.2K
|
7.92K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-544- 5.35% |
$54.6K - $58.7K
|
9.62K
$954K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-552- 3.12% |
$55.4K - $59.5K
|
17.2K
$1.7M
|