Latest Institutional Purchases of Ishares Tr Esg Msci Usa Leader (SUSL)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86+ 2.55% |
$9.29K - $10.1K
|
3.46K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
79+ 2.01% |
$8.53K - $9.25K
|
4.02K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$8.1K - $8.78K
|
75
$8.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
75New |
$8.1K - $8.78K
|
75
$8.91K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
34New |
$3.67K - $3.98K
|
34
$4.04K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28+ 0.07% |
$3.02K - $3.28K
|
42.5K
$5.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$2.7K - $2.93K
|
25
$2.97K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$2.27K - $2.46K
|
21
$2.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.13% |
$1.73K - $1.87K
|
12K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.14% |
$432 - $468
|
2.82K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.27% |
$432 - $468
|
1.48K
$176K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$324 - $351
|
590
$70.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$216 - $234
|
4.5K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$216 - $234
|
13.9K
$1.65M
|
|
|
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
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
19.4KNew |
$1.67M - $2.1M
|
19.4K
$2.3M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 3.45% |
$1.04M - $1.31M
|
363K
$43.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.5KNew |
$818K - $1.03M
|
9.5K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.08KNew |
$266K - $334K
|
3.08K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.77KNew |
$239K - $300K
|
2.77K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$185K - $233K
|
2.15K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.05KNew |
$177K - $222K
|
2.05K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.16K+ 34.76% |
$100K - $126K
|
4.51K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
567New |
$48.8K - $61.4K
|
567
$67.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
420New |
$36.2K - $45.5K
|
420
$49.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
269+ 3.4% |
$23.2K - $29.1K
|
8.18K
$972K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
233+ 3.94% |
$20.1K - $25.2K
|
6.15K
$731K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
8New |
$689 - $867
|
8
$950
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.25% |
$603 - $758
|
2.81K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.1% |
$86.1 - $108
|
1.05K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.25KNew |
$215K - $243K
|
2.25K
$267K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89K+ 35.18% |
$180K - $203K
|
7.24K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
397+ 2.63% |
$37.9K - $42.8K
|
15.5K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
164New |
$15.6K - $17.7K
|
164
$19.5K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.2KNew |
$2.73M - $2.93M
|
27.2K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$1.66M - $1.79M
|
16.6K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.74KNew |
$878K - $943K
|
8.74K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.19KNew |
$722K - $776K
|
7.19K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.11KNew |
$412K - $443K
|
4.11K
$488K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.56KNew |
$256K - $276K
|
2.56K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327+ 7.84% |
$32.8K - $35.3K
|
4.5K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
180New |
$18.1K - $19.4K
|
180
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
172New |
$17.3K - $18.6K
|
172
$20.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$396K - $440K
|
4.33K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.1KNew |
$283K - $314K
|
3.1K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65KNew |
$242K - $269K
|
2.65K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16KNew |
$197K - $219K
|
2.16K
$256K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46KNew |
$134K - $149K
|
1.46K
$174K
|
|