Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.91K- 32.65% |
$592K - $633K
|
16.3K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.91K- 1.15% |
$667K - $713K
|
766K
$74.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 13.27% |
$790K - $845K
|
68.9K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 44.3% |
$996K - $1.07M
|
16.7K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-30.8K- 80.88% |
$2.31M - $2.47M
|
7.28K
$708K
|