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 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-83- 83.84% |
$8.97K - $9.71K
|
16
$1.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-97- 2.52% |
$10.5K - $11.4K
|
3.76K
$446K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.93K- 8.37% |
$856K - $928K
|
86.8K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
900+ 1.16% |
$97.2K - $105K
|
78.2K
$9.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.13% |
$1.73K - $1.87K
|
12K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.01KNew |
$325K - $352K
|
3.01K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
495+ 0.78% |
$53.5K - $57.9K
|
64.2K
$7.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-525- 2.35% |
$56.7K - $61.4K
|
21.8K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11- 0.11% |
$1.19K - $1.29K
|
9.71K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 0.14% |
$1.19K - $1.29K
|
8.12K
$965K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-85- 2.65% |
$9.18K - $9.95K
|
3.12K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.08K+ 8.97% |
$225K - $243K
|
25.3K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 5.68% |
$21.6K - $23.4K
|
3.32K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-415- 5.06% |
$44.8K - $48.6K
|
7.78K
$924K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28+ 0.07% |
$3.02K - $3.28K
|
42.5K
$5.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 1.39% |
$8.75K - $9.48K
|
5.77K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-81- 0.67% |
$8.75K - $9.48K
|
11.9K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-344- 10.42% |
$37.2K - $40.3K
|
2.96K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-105- 4.46% |
$11.3K - $12.3K
|
2.25K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-243- 0.31% |
$26.3K - $28.4K
|
78K
$9.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.28KNew |
$462K - $501K
|
4.28K
$508K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
399+ 40.51% |
$43.1K - $46.7K
|
1.38K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
75New |
$8.1K - $8.78K
|
75
$8.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.8K- 7.81% |
$4.08M - $4.42M
|
446K
$53M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$154K - $167K
|
1.43K
$170K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.4% |
$3.35K - $3.63K
|
7.72K
$917K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
472+ 17.7% |
$51K - $55.2K
|
3.14K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.14% |
$432 - $468
|
2.82K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Italy
|
SELL
|
- |
-765K- 46.3% |
$82.7M - $89.6M
|
888K
$105M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-133- 4.22% |
$14.4K - $15.6K
|
3.02K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
492+ 17.26% |
$53.2K - $57.6K
|
3.34K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1K+ 27.78% |
$108K - $117K
|
4.6K
$546K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-52- 0.33% |
$5.62K - $6.09K
|
15.7K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 95.48% |
$71M - $76.9M
|
31.1K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$168K - $182K
|
1.55K
$184K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 1.8% |
$126K - $137K
|
63.8K
$7.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-121- 2.52% |
$13.1K - $14.2K
|
4.69K
$557K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-106- 0.65% |
$11.5K - $12.4K
|
16.1K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32KNew |
$142K - $154K
|
1.32K
$157K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.35% |
$3.02K - $3.28K
|
7.99K
$950K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.76KNew |
$190K - $205K
|
1.76K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-28- 1.2% |
$3.02K - $3.28K
|
2.3K
$273K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.69KNew |
$939K - $1.02M
|
8.69K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-12- 0.04% |
$1.3K - $1.4K
|
28.4K
$3.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.4K- 17.67% |
$367K - $397K
|
15.8K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
79+ 2.01% |
$8.53K - $9.25K
|
4.02K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8KNew |
$194K - $211K
|
1.8K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.27% |
$432 - $468
|
1.48K
$176K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-93- 1.44% |
$10K - $10.9K
|
6.39K
$759K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.05% |
$540 - $585
|
9.58K
$1.14M
|
|