Latest Institutional Purchases of Ishares Tr Esg Msci Usa Leader (SUSL)

SUSL Quotes by TradingView

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
Feb 14, 2024 Q4 2023
Tcwp LLC

Tampa, FL
BUY
 -
248
+ 3.41%
$17.9K - $21K
7.53K $701K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
17
+ 13.93%
$1.23K - $1.44K
139 $12.9K
Q3 2023
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
9.6K
New
$719K - $769K
9.6K $893K
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
4.64K
New
$347K - $371K
4.64K $431K
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.87K
New
$215K - $230K
2.87K $267K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
990
New
$74.2K - $79.3K
990 $92.1K
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
95
+ 3.56%
$7.12K - $7.61K
2.77K $257K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
3
New
$225 - $240
3 $279
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.58K
New
$460K - $509K
6.58K $612K
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.12K
New
$219K - $242K
3.12K $291K
Q1 2023
May 17, 2023 Q1 2023
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
BUY
 -
1.49M
+ 5.62%
$98M - $108M
28.1M $2.61B
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.45K
New
$292K - $322K
4.45K $414K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
929
+ 9.3%
$61K - $67.3K
10.9K $1.02M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
642
New
$42.1K - $46.5K
642 $59.7K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
221
New
$14.5K - $16K
221 $20.6K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
157
New
$10.3K - $11.4K
157 $14.6K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
22
+ 3.55%
$1.44K - $1.59K
642 $59.7K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
3
+ 0.32%
$197 - $217
929 $86.5K
Q4 2022
Feb 10, 2023 Q4 2022
Swiss Re LTD

Zurich, V8
BUY
 -
654K
+ 159.72%
$40.1M - $46.3M
1.06M $98.9M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15.4K
+ 125.6%
$947K - $1.09M
27.7K $2.58M
Jan 25, 2023 Q4 2022
Steel Peak Wealth Management LLC

BUY
 -
10.1K
New
$622K - $719K
10.1K $943K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.66K
New
$470K - $543K
7.66K $713K
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
5.68K
New
$348K - $402K
5.68K $528K
Feb 07, 2023 Q4 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
4.56K
New
$280K - $323K
4.56K $425K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
4.54K
New
$279K - $322K
4.54K $423K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
4.16K
New
$255K - $295K
4.16K $387K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.72K
New
$105K - $122K
1.72K $160K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
812
New
$49.8K - $57.6K
812 $75.6K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
600
New
$36.8K - $42.5K
600 $55.8K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
250
New
$15.3K - $17.7K
250 $23.3K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
241
New
$14.8K - $17.1K
241 $22.4K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
47
New
$2.88K - $3.33K
47 $4.37K
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
34
+ 0.41%
$2.09K - $2.41K
8.23K $766K
Q3 2022
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
8.31K
New
$513K - $620K
8.31K $773K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
6.4K
New
$395K - $478K
6.4K $596K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
2.56K
+ 0.29%
$158K - $191K
893K $83.1M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.42K
+ 214.13%
$150K - $181K
3.56K $331K
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.01K
+ 5.12%
$62.5K - $75.5K
20.8K $1.93M
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
300
New
$18.5K - $22.4K
300 $27.9K
Oct 29, 2024 Q3 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
125
New
$7.72K - $9.33K
125 $11.6K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 2.22%
$61.8 - $74.7
46 $4.28K
Q2 2022
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
33.8K
+ 144.21%
$2.17M - $2.7M
57.2K $5.32M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
11.6K
New
$743K - $927K
11.6K $1.08M
Jul 25, 2022 Q2 2022
One Advisory Partners, LLC

BUY
 -
3.9K
+ 38.7%
$250K - $312K
14K $1.3M
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

BUY
 -
3.05K
+ 8.17%
$196K - $244K
40.4K $3.76M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
1.19K
New
$76.5K - $95.4K
1.19K $111K
Jul 21, 2022 Q2 2022
Darrow Company, Inc.

BUY
 -
796
New
$51.1K - $63.7K
796 $74.1K
Q1 2022
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

BUY
 -
4.88K
New
$355K - $413K
4.88K $454K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
145
+ 145.0%
$10.6K - $12.3K
245 $22.8K

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