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 27, 2026
Q4 2025
|
Friedenthal Financial
|
SELL
|
- |
-599- 7.6% |
$68.9K - $72.9K
|
7.28K
$865K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
1.81KNew |
$209K - $221K
|
1.81K
$215K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-74- 3.22% |
$8.51K - $9K
|
2.22K
$264K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
141+ 6.93% |
$16.2K - $17.2K
|
2.18K
$259K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.27KNew |
$491K - $519K
|
4.27K
$507K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 44.55% |
$79.5K - $84.1K
|
860
$102K
|
|
|
Jan 26, 2026
Q4 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-9- 5.49% |
$1.04K - $1.1K
|
155
$18.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.02% |
$115 - $122
|
4.69K
$557K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-81- 1.3% |
$9.32K - $9.86K
|
6.16K
$732K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.22K- 37.48% |
$601K - $635K
|
8.71K
$1.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-328- 8.95% |
$37.7K - $39.9K
|
3.34K
$396K
|
|
|
Jan 21, 2026
Q4 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-45- 0.09% |
$5.18K - $5.48K
|
49.1K
$5.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.08K+ 6.82% |
$124K - $131K
|
16.9K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-174- 2.25% |
$20K - $21.2K
|
7.54K
$896K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.3% |
$1.61K - $1.7K
|
4.75K
$564K
|
|
|
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
|
First Pacific Financial
|
BUY
|
- |
5+ 0.3% |
$575 - $608
|
1.69K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
529+ 100.76% |
$60.8K - $64.4K
|
1.05K
$125K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
41.7KNew |
$4.8M - $5.08M
|
41.7K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 6.17% |
$139K - $147K
|
20.7K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 29.91% |
$160K - $169K
|
3.26K
$387K
|
|
|
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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-368- 4.87% |
$42.3K - $44.8K
|
7.19K
$854K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 41.88% |
$164K - $173K
|
4.82K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
99+ 2.8% |
$11.4K - $12K
|
3.64K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.94K- 36.66% |
$1.03M - $1.09M
|
15.5K
$1.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
169+ 3.04% |
$19.4K - $20.6K
|
5.72K
$680K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.58K+ 3.91% |
$1.1M - $1.17M
|
254K
$30.2M
|
|
|
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 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-215- 1.54% |
$24.7K - $26.2K
|
13.7K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.3% |
$1.73K - $1.83K
|
5.02K
$596K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133- 2.36% |
$15.3K - $16.2K
|
5.51K
$654K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.83K- 4.58% |
$414K - $449K
|
79.8K
$9.48M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-161- 5.52% |
$17.4K - $18.8K
|
2.76K
$327K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
7.16K+ 3.77% |
$773K - $838K
|
197K
$23.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 34.09% |
$180K - $195K
|
3.23K
$383K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41KNew |
$152K - $165K
|
1.41K
$167K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-50- 0.69% |
$5.4K - $5.85K
|
7.16K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86+ 2.55% |
$9.29K - $10.1K
|
3.46K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-607- 1.02% |
$65.6K - $71K
|
59.1K
$7.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 26.64% |
$1.54M - $1.67M
|
39.3K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.73KNew |
$294K - $319K
|
2.73K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.75K- 14.3% |
$1.05M - $1.14M
|
58.4K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.21K+ 616.84% |
$131K - $142K
|
1.41K
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-178- 6.23% |
$19.2K - $20.8K
|
2.68K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.46KNew |
$266K - $288K
|
2.46K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-243- 0.77% |
$26.3K - $28.4K
|
31.2K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-47- 0.11% |
$5.08K - $5.5K
|
43.9K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
806+ 3.57% |
$87.1K - $94.3K
|
23.4K
$2.77M
|
|