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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 20.13% |
$301K - $324K
|
17.9K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
525New |
$52.7K - $56.6K
|
525
$48.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8+ 0.35% |
$803 - $863
|
2.31K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
5.17KNew |
$519K - $558K
|
5.17K
$481K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-255- 44.35% |
$25.6K - $27.5K
|
320
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 58.98% |
$2.24M - $2.4M
|
60.1K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 17.58% |
$137K - $147K
|
9.12K
$849K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 7.84% |
$32.8K - $35.3K
|
4.5K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 0.16% |
$12.8K - $13.8K
|
82.1K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-196- 5.6% |
$19.7K - $21.1K
|
3.31K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$1K - $1.08K
|
3.81K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.45K- 2.02% |
$146K - $157K
|
70.3K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.86KNew |
$387K - $416K
|
3.86K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-126- 2.87% |
$12.6K - $13.6K
|
4.26K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
63+ 1.93% |
$6.32K - $6.8K
|
3.33K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
274+ 7.24% |
$27.5K - $29.6K
|
4.06K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 2.6% |
$7.93K - $8.52K
|
2.96K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-552- 3.12% |
$55.4K - $59.5K
|
17.2K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 2.39% |
$10K - $10.8K
|
4.09K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-141- 4.36% |
$14.2K - $15.2K
|
3.09K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.98% |
$57.2K - $61.5K
|
28.2K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Bank Of Italy
|
SELL
|
- |
-1.55M- 48.36% |
$155M - $167M
|
1.65M
$154M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.83% |
$59.3K - $63.7K
|
71.6K
$6.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-523- 2.49% |
$52.5K - $56.4K
|
20.5K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 3.16% |
$8.63K - $9.28K
|
2.81K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.08K+ 180.0% |
$108K - $116K
|
1.68K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
79+ 0.35% |
$7.93K - $8.52K
|
22.5K
$2.1M
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-25- 0.5% |
$2.29K - $2.54K
|
4.98K
$463K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46KNew |
$134K - $149K
|
1.46K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$396K - $440K
|
4.33K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65KNew |
$242K - $269K
|
2.65K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 3.39% |
$8.04K - $8.94K
|
2.51K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.07KNew |
$281K - $312K
|
3.07K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.8KNew |
$622K - $691K
|
6.8K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16KNew |
$197K - $219K
|
2.16K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-258- 9.55% |
$23.6K - $26.2K
|
2.44K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 3.27% |
$823 - $914
|
266
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 0.18% |
$5.12K - $5.69K
|
31.3K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$35.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$274 - $305
|
3
$279
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$49.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.31% |
$274 - $305
|
973
$90.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-4- 0.1% |
$366 - $406
|
3.97K
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05KNew |
$187K - $208K
|
2.05K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 9.85% |
$111K - $123K
|
13.5K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
200+ 6.73% |
$18.3K - $20.3K
|
3.17K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.81% |
$29.1K - $32.3K
|
17.3K
$1.61M
|
|