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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$130K - $144K
|
43.8K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 9.85% |
$111K - $123K
|
13.5K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 104.28% |
$98K - $109K
|
2.1K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
732+ 3.37% |
$66.9K - $74.4K
|
22.5K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
420+ 15.67% |
$38.4K - $42.7K
|
3.1K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
358+ 7.48% |
$32.7K - $36.4K
|
5.14K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
357New |
$32.6K - $36.3K
|
357
$37.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 7.62% |
$30.1K - $33.4K
|
4.65K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 6.82% |
$27.4K - $30.5K
|
4.7K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
200+ 6.73% |
$18.3K - $20.3K
|
3.17K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 5.69% |
$13.4K - $14.9K
|
2.73K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 1.3% |
$10.7K - $11.9K
|
9.09K
$950K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
112+ 3.04% |
$10.2K - $11.4K
|
3.8K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
110+ 3.53% |
$10.1K - $11.2K
|
3.23K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 79.37% |
$9.14K - $10.2K
|
226
$23.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 18.01% |
$8.96K - $9.96K
|
642
$67.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96+ 0.46% |
$8.78K - $9.75K
|
20.9K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60+ 6000.0% |
$5.48K - $6.1K
|
61
$6.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$366 - $406
|
28.4K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$274 - $305
|
3
$314
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.31% |
$274 - $305
|
973
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.19KNew |
$632K - $704K
|
7.19K
$752K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81KNew |
$335K - $374K
|
3.81K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$185K - $206K
|
2.1K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.77KNew |
$155K - $173K
|
1.77K
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22K - $24.5K
|
250
$26.1K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
8+ 0.11% |
$704 - $784
|
7.21K
$754K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$1.05M - $1.19M
|
12.7K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.27K+ 51.13% |
$686K - $777K
|
24.4K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.98KNew |
$496K - $562K
|
5.98K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.67KNew |
$388K - $439K
|
4.67K
$489K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.25KNew |
$186K - $211K
|
2.25K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2KNew |
$183K - $207K
|
2.2K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.21KNew |
$100K - $114K
|
1.21K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
171New |
$14.2K - $16.1K
|
171
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44+ 0.55% |
$3.65K - $4.13K
|
8.03K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.84% |
$3.24K - $3.66K
|
4.68K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.32K
|
5.71K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7+ 1.43% |
$581 - $658
|
498
$52.1K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
29.2K+ 20.69% |
$2.11M - $2.47M
|
170K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$352K - $412K
|
4.87K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45KNew |
$177K - $207K
|
2.45K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04KNew |
$75K - $87.8K
|
1.04K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
857+ 453.44% |
$61.9K - $72.5K
|
1.05K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
248+ 3.41% |
$17.9K - $21K
|
7.53K
$787K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 13.93% |
$1.23K - $1.44K
|
139
$14.5K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.6KNew |
$719K - $769K
|
9.6K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.64KNew |
$347K - $371K
|
4.64K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.87KNew |
$215K - $230K
|
2.87K
$300K
|
|