Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
41.7KNew |
$4.8M - $5.08M
|
41.7K
$4.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.58K+ 3.91% |
$1.1M - $1.17M
|
254K
$30.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 41.88% |
$164K - $173K
|
4.82K
$573K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 6.17% |
$139K - $147K
|
20.7K
$2.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
595+ 10.62% |
$68.4K - $72.4K
|
6.2K
$736K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
529+ 100.76% |
$60.8K - $64.4K
|
1.05K
$125K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
169+ 3.04% |
$19.4K - $20.6K
|
5.72K
$680K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
99+ 2.8% |
$11.4K - $12K
|
3.64K
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.3% |
$1.73K - $1.83K
|
5.02K
$596K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 0.3% |
$575 - $608
|
1.69K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.78% |
$115 - $122
|
129
$15.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2- 0.08% |
$230 - $243
|
2.56K
$304K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133- 2.36% |
$15.3K - $16.2K
|
5.51K
$654K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-215- 1.54% |
$24.7K - $26.2K
|
13.7K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-368- 4.87% |
$42.3K - $44.8K
|
7.19K
$854K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-584- 3.87% |
$67.2K - $71.1K
|
14.5K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 29.91% |
$160K - $169K
|
3.26K
$387K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.94K- 36.66% |
$1.03M - $1.09M
|
15.5K
$1.84M
|
|