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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.47K- 4.64% |
$317K - $353K
|
71.3K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-19- 1.49% |
$1.74K - $1.93K
|
1.26K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$396K - $440K
|
4.33K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-232- 3.67% |
$21.2K - $23.6K
|
6.08K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65KNew |
$242K - $269K
|
2.65K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30K- 92.74% |
$2.75M - $3.05M
|
2.35K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 102.87% |
$2.01M - $2.23M
|
43.4K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 4.3% |
$1.33M - $1.47M
|
351K
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11.7K+ 30.06% |
$1.07M - $1.19M
|
50.5K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-62- 2.08% |
$5.67K - $6.3K
|
2.92K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 3.39% |
$8.04K - $8.94K
|
2.51K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 23.4% |
$354K - $393K
|
12.7K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-755- 6.92% |
$69K - $76.7K
|
10.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$2.19M - $2.43M
|
23.9K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$950K - $1.06M
|
104K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
732+ 3.37% |
$66.9K - $74.4K
|
22.5K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 5.69% |
$13.4K - $14.9K
|
2.73K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-476- 5.63% |
$43.5K - $48.4K
|
7.99K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.6K+ 11.71% |
$7.91M - $8.8M
|
826K
$88.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-209- 2.91% |
$19.1K - $21.2K
|
6.98K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 7.62% |
$30.1K - $33.4K
|
4.65K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
358+ 7.48% |
$32.7K - $36.4K
|
5.14K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 3.42% |
$18.3K - $20.3K
|
5.64K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60+ 6000.0% |
$5.48K - $6.1K
|
61
$6.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96+ 0.46% |
$8.78K - $9.75K
|
20.9K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-183- 2.2% |
$16.7K - $18.6K
|
8.14K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 99.53% |
$137K - $152K
|
3K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-17.4K- 47.46% |
$1.59M - $1.76M
|
19.2K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 1.3% |
$10.7K - $11.9K
|
9.09K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-65- 2.23% |
$5.94K - $6.6K
|
2.85K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 0.18% |
$5.12K - $5.69K
|
31.3K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
110+ 3.53% |
$10.1K - $11.2K
|
3.23K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 6.82% |
$27.4K - $30.5K
|
4.7K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 79.37% |
$9.14K - $10.2K
|
226
$24.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 3.27% |
$823 - $914
|
266
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 2.96% |
$99.3K - $110K
|
37.8K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-207- 0.77% |
$18.9K - $21K
|
26.5K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 4.01% |
$642K - $714K
|
168K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 18.01% |
$8.96K - $9.96K
|
642
$69K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-644- 2.7% |
$58.9K - $65.4K
|
23.2K
$2.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 15.0% |
$9.22M - $10.2M
|
773K
$83.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 12.2% |
$949K - $1.05M
|
95.4K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$130K - $144K
|
43.8K
$4.71M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$41.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$57.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
505+ 8.46% |
$46.2K - $51.3K
|
6.48K
$696K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$274 - $305
|
3
$322
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.73KNew |
$889K - $988K
|
9.73K
$1.05M
|