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 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.8K- 45.77% |
$381K - $420K
|
6.87K
$668K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.87K- 16.61% |
$385K - $425K
|
29.5K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.51K- 20.38% |
$427K - $472K
|
25.4K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.66K- 67.32% |
$437K - $483K
|
3.24K
$315K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.72K- 39.72% |
$441K - $487K
|
10.2K
$993K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.04K- 12.23% |
$462K - $510K
|
50.5K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.43K- 6.4% |
$488K - $539K
|
109K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 21.72% |
$546K - $602K
|
29.9K
$2.91M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.3K- 63.21% |
$677K - $748K
|
6.01K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.3K- 63.21% |
$677K - $748K
|
6.01K
$584K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 95.8% |
$807K - $891K
|
539
$52.4K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.7K- 21.68% |
$836K - $923K
|
46K
$4.47M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 50.14% |
$883K - $975K
|
13.4K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 35.85% |
$1.63M - $1.8M
|
44.3K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-162K- 15.81% |
$10.6M - $11.8M
|
864K
$84M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-310K- 55.16% |
$20.3M - $22.4M
|
252K
$24.5M
|