Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116+ 0.65% |
$7.61K - $8.41K
|
18.1K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
105New |
$6.89K - $7.61K
|
105
$10.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
88+ 110.0% |
$5.78K - $6.38K
|
168
$16.3K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
69+ 6.54% |
$4.53K - $5K
|
1.12K
$109K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35+ 0.43% |
$2.3K - $2.54K
|
8.15K
$793K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33New |
$2.17K - $2.39K
|
33
$3.21K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 3.55% |
$1.44K - $1.59K
|
642
$62.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.17% |
$1.38K - $1.52K
|
12.5K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
19+ 0.16% |
$1.25K - $1.38K
|
11.6K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12+ 0.12% |
$788 - $870
|
9.81K
$955K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7+ 0.14% |
$459 - $507
|
4.94K
$480K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.32% |
$197 - $217
|
929
$90.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.53% |
$65.6 - $72.5
|
189
$18.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.37% |
$65.6 - $72.5
|
270
$26.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53- 0.6% |
$3.48K - $3.84K
|
8.84K
$860K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-80- 2.17% |
$5.25K - $5.8K
|
3.61K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-95- 1.89% |
$6.24K - $6.89K
|
4.93K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 1.43% |
$6.56K - $7.25K
|
6.9K
$671K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-148- 2.88% |
$9.71K - $10.7K
|
5K
$486K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 13.35% |
$10.3K - $11.4K
|
1.02K
$99.1K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-175- 3.01% |
$11.5K - $12.7K
|
5.64K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-180- 2.45% |
$11.8K - $13K
|
7.15K
$696K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.02% |
$14.1K - $15.6K
|
5.14K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-271- 0.08% |
$17.8K - $19.6K
|
349K
$34M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-286- 0.22% |
$18.8K - $20.7K
|
128K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-307- 92.75% |
$20.2K - $22.3K
|
24
$2.33K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-325- 5.31% |
$21.3K - $23.6K
|
5.79K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-380- 2.86% |
$24.9K - $27.5K
|
12.9K
$1.26M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-487- 7.9% |
$32K - $35.3K
|
5.68K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-522- 4.63% |
$34.3K - $37.8K
|
10.7K
$1.05M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 15.29% |
$67.3K - $74.3K
|
5.68K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 18.86% |
$72.6K - $80.2K
|
4.76K
$463K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 16.0% |
$83K - $91.7K
|
6.64K
$646K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.33K- 6.34% |
$87.4K - $96.5K
|
19.7K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 25.14% |
$91.2K - $101K
|
4.14K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 14.53% |
$95.2K - $105K
|
8.53K
$830K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.53K- 9.83% |
$100K - $111K
|
14K
$1.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.73K- 12.84% |
$113K - $125K
|
11.7K
$1.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.06K- 8.1% |
$135K - $149K
|
23.4K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.57K- 7.81% |
$169K - $186K
|
30.3K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.73K- 2.48% |
$179K - $198K
|
107K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.92K- 12.96% |
$192K - $211K
|
19.6K
$1.91M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.02KClosed |
$198K - $219K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-3.14K- 83.65% |
$206K - $228K
|
614
$59.7K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.45K- 34.61% |
$227K - $250K
|
6.52K
$634K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.48K- 28.71% |
$228K - $252K
|
8.63K
$840K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 17.91% |
$235K - $259K
|
16.4K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.79K- 34.01% |
$249K - $275K
|
7.36K
$716K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.52K- 61.04% |
$297K - $328K
|
2.89K
$281K
|