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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.98% |
$57.2K - $61.5K
|
28.2K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-735- 5.8% |
$73.8K - $79.3K
|
11.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-767- 1.67% |
$77K - $82.7K
|
45.2K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-949- 30.61% |
$95.3K - $102K
|
2.15K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 51.05% |
$108K - $116K
|
1.03K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 23.47% |
$110K - $118K
|
3.56K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.12K- 22.34% |
$112K - $120K
|
3.88K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.13K- 16.25% |
$114K - $122K
|
5.85K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 20.32% |
$124K - $133K
|
4.85K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41K- 17.03% |
$141K - $152K
|
6.85K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.45K- 2.02% |
$146K - $157K
|
70.3K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.51K- 12.01% |
$151K - $162K
|
11K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.57K- 5.91% |
$157K - $169K
|
25K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 0.81% |
$174K - $186K
|
212K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.61K- 2.91% |
$262K - $281K
|
87K
$8.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.68K- 3.76% |
$269K - $289K
|
68.6K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.79K- 0.8% |
$280K - $301K
|
349K
$34.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.52K- 4.37% |
$855K - $919K
|
187K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 11.84% |
$1.13M - $1.22M
|
84.1K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 49.92% |
$1.2M - $1.29M
|
12K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.6K- 42.22% |
$2.97M - $3.2M
|
40.6K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.9K- 73.61% |
$3.2M - $3.44M
|
11.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 19.59% |
$3.3M - $3.55M
|
135K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.2K- 6.31% |
$3.63M - $3.9M
|
538K
$53.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bank Of Italy
|
SELL
|
- |
-1.55M- 48.36% |
$155M - $167M
|
1.65M
$164M
|