Latest Institutional Transactions on Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-383- 12.04% |
$38.4K - $41.3K
|
2.8K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 0.16% |
$12.8K - $13.8K
|
82.1K
$8.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-196- 5.6% |
$19.7K - $21.1K
|
3.31K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86KNew |
$387K - $416K
|
3.86K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
274+ 7.24% |
$27.5K - $29.6K
|
4.06K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
63+ 1.93% |
$6.32K - $6.8K
|
3.33K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-126- 2.87% |
$12.6K - $13.6K
|
4.26K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.45K- 2.02% |
$146K - $157K
|
70.3K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$1K - $1.08K
|
3.81K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
42+ 1.32% |
$4.22K - $4.53K
|
3.23K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 2.6% |
$7.93K - $8.52K
|
2.96K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 2.39% |
$10K - $10.8K
|
4.09K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-552- 3.12% |
$55.4K - $59.5K
|
17.2K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-24- 0.51% |
$2.41K - $2.59K
|
4.64K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $108
|
11.4K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-514- 4.91% |
$51.6K - $55.4K
|
9.95K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 0.31% |
$1.71K - $1.83K
|
5.56K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.98% |
$57.2K - $61.5K
|
28.2K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-141- 4.36% |
$14.2K - $15.2K
|
3.09K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-191- 1.62% |
$19.2K - $20.6K
|
11.6K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41K- 17.03% |
$141K - $152K
|
6.85K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Bank Of Italy
|
SELL
|
- |
-1.55M- 48.36% |
$155M - $167M
|
1.65M
$178M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.83% |
$59.3K - $63.7K
|
71.6K
$7.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.33% |
$1.3K - $1.4K
|
3.91K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-523- 2.49% |
$52.5K - $56.4K
|
20.5K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 3.16% |
$8.63K - $9.28K
|
2.81K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.08K+ 180.0% |
$108K - $116K
|
1.68K
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23- 0.15% |
$2.31K - $2.48K
|
15.4K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
381+ 16.95% |
$38.2K - $41.1K
|
2.63K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
79+ 0.35% |
$7.93K - $8.52K
|
22.5K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134+ 0.06% |
$13.5K - $14.5K
|
231K
$24.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.35KNew |
$336K - $361K
|
3.35K
$360K
|
|
| Q3 2024 | |||||||
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
34.4KNew |
$3.14M - $3.49M
|
34.4K
$3.69M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$61.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.6KNew |
$8.19M - $9.1M
|
89.6K
$9.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-25- 0.5% |
$2.29K - $2.54K
|
4.98K
$535K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46KNew |
$134K - $149K
|
1.46K
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
420+ 15.67% |
$38.4K - $42.7K
|
3.1K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42- 1.78% |
$3.84K - $4.27K
|
2.31K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 3.05% |
$58.1K - $64.6K
|
20.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.07KNew |
$281K - $312K
|
3.07K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$622K - $691K
|
6.8K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16KNew |
$197K - $219K
|
2.16K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-258- 9.55% |
$23.6K - $26.2K
|
2.44K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74- 0.16% |
$6.76K - $7.52K
|
46K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.2KNew |
$6.42M - $7.13M
|
70.2K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
357New |
$32.6K - $36.3K
|
357
$38.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$183 - $203
|
4.49K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.46K+ 111.79% |
$408K - $453K
|
8.45K
$907K
|
|