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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-280- 3.75% |
$24.6K - $27.4K
|
7.19K
$669K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
8+ 0.11% |
$704 - $784
|
7.21K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.77KNew |
$155K - $173K
|
1.77K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.41% |
$528 - $588
|
1.46K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91- 87.5% |
$8K - $8.92K
|
13
$1.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$185K - $206K
|
2.1K
$196K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22K - $24.5K
|
250
$23.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-91- 52.0% |
$8K - $8.92K
|
84
$7.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-657- 5.21% |
$57.8K - $64.4K
|
12K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-893- 14.91% |
$78.5K - $87.5K
|
5.1K
$474K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.19KNew |
$632K - $704K
|
7.19K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.55K- 9.76% |
$136K - $151K
|
14.3K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-190- 5.27% |
$16.7K - $18.6K
|
3.42K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.52% |
$169K - $189K
|
4K
$372K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.27K+ 51.13% |
$686K - $777K
|
24.4K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 26.81% |
$260K - $295K
|
8.56K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.84% |
$3.24K - $3.66K
|
4.68K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
171New |
$14.2K - $16.1K
|
171
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7+ 1.43% |
$581 - $658
|
498
$46.3K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.32K
|
5.71K
$531K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.21KNew |
$100K - $114K
|
1.21K
$112K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.98KNew |
$496K - $562K
|
5.98K
$556K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67KNew |
$388K - $439K
|
4.67K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$1.05M - $1.19M
|
12.7K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$183K - $207K
|
2.2K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-16.1K- 77.78% |
$1.34M - $1.52M
|
4.61K
$429K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.25KNew |
$186K - $211K
|
2.25K
$209K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 92.34% |
$200K - $234K
|
230
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$352K - $412K
|
4.87K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-657- 21.32% |
$47.4K - $55.5K
|
2.43K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 12.18% |
$1.37K - $1.61K
|
137
$12.7K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
29.2K+ 20.69% |
$2.11M - $2.47M
|
170K
$15.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45KNew |
$177K - $207K
|
2.45K
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 0.95% |
$4.33K - $5.07K
|
6.24K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04KNew |
$75K - $87.8K
|
1.04K
$96.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.06K- 5.73% |
$438K - $513K
|
99.8K
$9.28M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-30- 0.55% |
$2.25K - $2.4K
|
5.44K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
990New |
$74.2K - $79.3K
|
990
$92.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.64KNew |
$347K - $371K
|
4.64K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.87KNew |
$215K - $230K
|
2.87K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$225 - $240
|
3
$279
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.61K- 18.21% |
$121K - $129K
|
7.23K
$673K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.6KNew |
$719K - $769K
|
9.6K
$893K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
95+ 3.56% |
$7.12K - $7.61K
|
2.77K
$257K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.58KNew |
$460K - $509K
|
6.58K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-939- 32.3% |
$65.8K - $72.7K
|
1.97K
$183K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
98New |
$6.86K - $7.59K
|
98
$9.12K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.99K- 39.67% |
$209K - $231K
|
4.54K
$423K
|
|