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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.28% |
$1.05K - $1.19K
|
3.92K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.69K+ 14.57% |
$161K - $182K
|
13.3K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-650- 6.54% |
$62K - $70.1K
|
9.3K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.09% |
$572 - $647
|
6.85K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 21.46% |
$114K - $129K
|
6.75K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 6.94% |
$108K - $122K
|
15.1K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-484- 14.45% |
$46.1K - $52.2K
|
2.87K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$286 - $323
|
2.63K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-431- 9.28% |
$41.1K - $46.5K
|
4.21K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-71- 1.21% |
$6.77K - $7.66K
|
5.81K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.29% |
$763 - $863
|
2.81K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.85K- 11.97% |
$176K - $199K
|
13.6K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
55+ 1.7% |
$5.24K - $5.93K
|
3.28K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 10.36% |
$37.7K - $42.6K
|
4.21K
$402K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-28- 0.74% |
$2.67K - $3.02K
|
3.77K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.82K+ 29.01% |
$269K - $304K
|
12.6K
$1.2M
|
|
| Q4 2024 | |||||||
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.24KNew |
$225K - $242K
|
2.24K
$215K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.99K+ 1.29% |
$300K - $322K
|
234K
$22.4M
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
7.74K+ 22.51% |
$777K - $834K
|
42.1K
$4.03M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.56KNew |
$256K - $276K
|
2.56K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 3.53% |
$28.4K - $30.5K
|
8.31K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 609.8% |
$219K - $235K
|
2.53K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.68K- 3.76% |
$269K - $289K
|
68.6K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.86K+ 6.6% |
$689K - $740K
|
111K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.9K- 73.61% |
$3.2M - $3.44M
|
11.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-128- 0.63% |
$12.8K - $13.8K
|
20.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.11KNew |
$412K - $443K
|
4.11K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.94% |
$112K - $121K
|
29.5K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.79K- 0.8% |
$280K - $301K
|
349K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 0.81% |
$174K - $186K
|
212K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.65K+ 282.9% |
$668K - $717K
|
9K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 17.7% |
$7.73K - $8.31K
|
358
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27K+ 3.26% |
$2.71M - $2.91M
|
853K
$81.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
5+ 0.17% |
$502 - $539
|
2.92K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-270- 0.62% |
$27.1K - $29.1K
|
43.5K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.17% |
$402 - $431
|
2.31K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-767- 1.67% |
$77K - $82.7K
|
45.2K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 20.32% |
$124K - $133K
|
4.85K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-949- 30.61% |
$95.3K - $102K
|
2.15K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 39.68% |
$113K - $122K
|
3.97K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-148- 6.51% |
$14.9K - $16K
|
2.13K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 11.84% |
$1.13M - $1.22M
|
84.1K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 23.47% |
$110K - $118K
|
3.56K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 19.59% |
$3.3M - $3.55M
|
135K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 5.14% |
$16.7K - $17.9K
|
3.06K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 1.79% |
$4.92K - $5.29K
|
2.78K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 6.28% |
$53.2K - $57.2K
|
7.92K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147+ 2.86% |
$14.8K - $15.9K
|
5.29K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.16% |
$201 - $216
|
1.26K
$120K
|
|