Purchases and Sales Made in Q2 2023 in Ishares Tr Esg Msci Usa Leader (SUSL)

SUSL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI USA LEADER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
94.9K
+ 37.69%
$6.64M - $7.34M
347K $36M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
94.6K
+ 34.34%
$6.62M - $7.32M
370K $38.5M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
40.2K
New
$2.81M - $3.11M
40.2K $4.18M
Aug 07, 2023 Q2 2023
Bfsg, LLC

BUY
 -
27.8K
New
$1.95M - $2.16M
27.8K $2.9M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
23.4K
New
$1.64M - $1.81M
23.4K $2.43M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
21.8K
+ 19.35%
$1.53M - $1.69M
135K $14M
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
20.2K
+ 294.34%
$1.42M - $1.57M
27.1K $2.82M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
16.6K
+ 124.44%
$1.17M - $1.29M
30K $3.12M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
12.5K
+ 11.1%
$876K - $968K
125K $13M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.9K
+ 15.1%
$832K - $920K
90.6K $9.42M
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
7.48K
New
$524K - $579K
7.48K $778K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.58K
New
$460K - $509K
6.58K $684K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.58K
New
$460K - $509K
6.58K $684K
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
6.41K
New
$449K - $496K
6.41K $667K
Aug 17, 2023 Q2 2023
Sws Partners

BUY
 -
3.17K
New
$222K - $246K
3.17K $330K
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.12K
New
$219K - $242K
3.12K $325K
Jul 26, 2023 Q2 2023
Sws Partners

BUY
 -
3.08K
+ 92.69%
$216K - $239K
6.41K $667K
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
3.06K
New
$214K - $237K
3.06K $318K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
2.79K
New
$196K - $216K
2.79K $291K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
2.67K
New
$187K - $207K
2.67K $278K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.51K
+ 241.44%
$106K - $117K
2.13K $222K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.05K
+ 3.86%
$73.7K - $81.4K
28.3K $2.94M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
1.03K
+ 8.81%
$72.3K - $80K
12.8K $1.33M
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
939
+ 47.71%
$65.8K - $72.7K
2.91K $302K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
803
+ 6.69%
$56.2K - $62.2K
12.8K $1.33M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
784
+ 1.55%
$54.9K - $60.7K
51.3K $5.33M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
534
New
$37.4K - $41.3K
534 $55.6K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
516
+ 491.43%
$36.1K - $39.9K
621 $64.6K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
395
+ 2.18%
$27.7K - $30.6K
18.5K $1.92M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
260
+ 3.19%
$18.2K - $20.1K
8.41K $874K
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
240
+ 3.68%
$16.8K - $18.6K
6.76K $703K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
234
+ 3.22%
$16.4K - $18.1K
7.49K $779K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
211
+ 2.44%
$14.8K - $16.3K
8.84K $920K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
184
+ 3.87%
$12.9K - $14.2K
4.94K $514K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
165
+ 1.97%
$11.6K - $12.8K
8.53K $887K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
107
+ 63.69%
$7.49K - $8.28K
275 $28.6K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
98
New
$6.86K - $7.59K
98 $10.2K
Aug 10, 2023 Q2 2023
Jgp Wealth Management, LLC

BUY
 -
41
+ 1.44%
$2.87K - $3.17K
2.9K $301K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
18
+ 0.14%
$1.26K - $1.39K
12.5K $1.31M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
13
+ 0.26%
$910 - $1.01K
4.95K $515K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
3
+ 0.07%
$210 - $232
4.48K $466K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.37%
$70 - $77.4
271 $28.2K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-19
- 0.14%
$1.33K - $1.47K
13.9K $1.45M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

SELL
 -
-27
- 0.37%
$1.89K - $2.09K
7.33K $763K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-28
- 0.57%
$1.96K - $2.17K
4.9K $510K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-29
- 48.33%
$2.03K - $2.25K
31 $3.22K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-109
- 16.8%
$7.63K - $8.44K
540 $56.2K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-114
- 9.9%
$7.98K - $8.83K
1.04K $108K

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