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
Oct 15, 2024 Q3 2024
Sws Partners

BUY
 -
200
+ 6.73%
$18.3K - $20.3K
3.17K $377K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3
+ 0.31%
$274 - $305
973 $116K
Q2 2024
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
7.19K
New
$632K - $704K
7.19K $854K
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
2.1K
New
$185K - $206K
2.1K $250K
Aug 14, 2024 Q2 2024
Millburn Ridgefield Corp

BUY
 -
1.77K
New
$155K - $173K
1.77K $210K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
250
New
$22K - $24.5K
250 $29.7K
Q1 2024
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
12.7K
New
$1.05M - $1.19M
12.7K $1.51M
May 02, 2024 Q1 2024
Aries Wealth Management

BUY
 -
5.98K
New
$496K - $562K
5.98K $710K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.67K
New
$388K - $439K
4.67K $555K
Apr 12, 2024 Q1 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
2.25K
New
$186K - $211K
2.25K $267K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.21K
New
$100K - $114K
1.21K $143K
Apr 22, 2025 Q1 2024
North Rock Partners, LLC

BUY
 -
594
New
$49.3K - $55.8K
594 $70.6K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
171
New
$14.2K - $16.1K
171 $20.3K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
39
+ 0.84%
$3.24K - $3.66K
4.68K $556K
May 10, 2024 Q1 2024
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
14
+ 0.25%
$1.16K - $1.32K
5.71K $678K
Q4 2023
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
29.2K
+ 20.69%
$2.11M - $2.47M
170K $20.2M
Feb 09, 2024 Q4 2023
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
4.87K
New
$352K - $412K
4.87K $579K
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
2.45K
New
$177K - $207K
2.45K $291K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
1.04K
New
$75K - $87.8K
1.04K $123K
Feb 14, 2024 Q4 2023
Tcwp LLC

Tampa, FL
BUY
 -
248
+ 3.41%
$17.9K - $21K
7.53K $894K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
17
+ 13.93%
$1.23K - $1.44K
139 $16.5K
Q3 2023
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
9.6K
New
$719K - $769K
9.6K $1.14M
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.87K
New
$215K - $230K
2.87K $341K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
990
New
$74.2K - $79.3K
990 $118K
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
95
+ 3.56%
$7.12K - $7.61K
2.77K $329K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
3
New
$225 - $240
3 $356
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.58K
New
$460K - $509K
6.58K $781K
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.12K
New
$219K - $242K
3.12K $371K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
98
New
$6.86K - $7.59K
98 $11.6K
Q1 2023
May 17, 2023 Q1 2023
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
BUY
 -
1.49M
+ 5.62%
$98M - $108M
28.1M $3.33B
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
929
+ 9.3%
$61K - $67.3K
10.9K $1.3M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
642
New
$42.1K - $46.5K
642 $76.3K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
221
New
$14.5K - $16K
221 $26.3K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
157
New
$10.3K - $11.4K
157 $18.7K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
22
+ 3.55%
$1.44K - $1.59K
642 $76.3K
Q4 2022
Feb 10, 2023 Q4 2022
Swiss Re LTD

Zurich, V8
BUY
 -
654K
+ 159.72%
$40.1M - $46.3M
1.06M $126M
Jan 25, 2023 Q4 2022
Steel Peak Wealth Management LLC

BUY
 -
10.1K
New
$622K - $719K
10.1K $1.2M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.66K
New
$470K - $543K
7.66K $910K
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
5.68K
New
$348K - $402K
5.68K $674K
Feb 07, 2023 Q4 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
4.56K
New
$280K - $323K
4.56K $542K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
4.54K
New
$279K - $322K
4.54K $539K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
4.16K
New
$255K - $295K
4.16K $494K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.72K
New
$105K - $122K
1.72K $204K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
812
New
$49.8K - $57.6K
812 $96.5K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
600
New
$36.8K - $42.5K
600 $71.3K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
250
New
$15.3K - $17.7K
250 $29.7K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
241
New
$14.8K - $17.1K
241 $28.6K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
47
New
$2.88K - $3.33K
47 $5.58K
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
34
+ 0.41%
$2.09K - $2.41K
8.23K $978K

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