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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.28% |
$432 - $468
|
1.42K
$168K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.35K+ 137.95% |
$902K - $977K
|
14.4K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
455New |
$49.2K - $53.3K
|
455
$54K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.31K- 29.83% |
$141K - $153K
|
3.07K
$365K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8KNew |
$194K - $211K
|
1.8K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.2KNew |
$130K - $140K
|
1.2K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$324 - $351
|
590
$70.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49K+ 6.05% |
$377K - $408K
|
61.1K
$7.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.04% |
$108 - $117
|
2.25K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.46% |
$108 - $117
|
218
$25.9K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 0.3% |
$540 - $585
|
1.69K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12+ 0.25% |
$1.3K - $1.4K
|
4.73K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-555- 21.67% |
$60K - $65K
|
2.01K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-83- 2.22% |
$8.97K - $9.71K
|
3.66K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-215- 1.25% |
$23.2K - $25.2K
|
17K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.34% |
$2.05K - $2.22K
|
5.6K
$666K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 139.53% |
$128K - $139K
|
2.04K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-186- 1.37% |
$20.1K - $21.8K
|
13.4K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
991+ 1.24% |
$107K - $116K
|
81K
$9.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$216 - $234
|
13.9K
$1.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9.07K+ 20.74% |
$980K - $1.06M
|
52.8K
$6.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$2.7K - $2.93K
|
25
$2.97K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-66- 1.57% |
$7.13K - $7.72K
|
4.14K
$491K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-386- 0.78% |
$41.7K - $45.2K
|
49.2K
$5.84M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 3.45% |
$1.04M - $1.31M
|
363K
$43.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-110- 2.26% |
$9.47K - $11.9K
|
4.76K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-394- 56.61% |
$33.9K - $42.7K
|
302
$35.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 1.02% |
$13.5K - $17K
|
15.3K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.5KNew |
$818K - $1.03M
|
9.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.77KNew |
$239K - $300K
|
2.77K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 2.33% |
$9.13K - $11.5K
|
4.45K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.13K- 28.41% |
$97.2K - $122K
|
2.85K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.08KNew |
$266K - $334K
|
3.08K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-8.6K- 81.81% |
$740K - $931K
|
1.91K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
269+ 3.4% |
$23.2K - $29.1K
|
8.18K
$972K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.56K- 24.36% |
$134K - $169K
|
4.83K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.25% |
$603 - $758
|
2.81K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17.8K- 19.52% |
$1.54M - $1.93M
|
73.5K
$8.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.1% |
$86.1 - $108
|
1.05K
$125K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-11- 0.24% |
$947 - $1.19K
|
4.48K
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
233+ 3.94% |
$20.1K - $25.2K
|
6.15K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
420New |
$36.2K - $45.5K
|
420
$49.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
8New |
$689 - $867
|
8
$950
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-240- 7.26% |
$20.7K - $26K
|
3.07K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
567New |
$48.8K - $61.4K
|
567
$67.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$185K - $233K
|
2.15K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 50.0% |
$23K - $28.9K
|
267
$31.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-6.41K- 44.86% |
$552K - $695K
|
7.88K
$936K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
19.4KNew |
$1.67M - $2.1M
|
19.4K
$2.3M
|
|