Purchases and Sales Made in Q2 2023 in Ishares Tr Esg Msci Usa Leader (SUSL)
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 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-169- 3.0% |
$11.8K - $13.1K
|
5.47K
$569K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-190- 3.15% |
$13.3K - $14.7K
|
5.83K
$607K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-214- 7.42% |
$15K - $16.6K
|
2.67K
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-238- 0.87% |
$16.7K - $18.4K
|
27.1K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-254- 63.5% |
$17.8K - $19.7K
|
146
$15.2K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-257- 0.4% |
$18K - $19.9K
|
64K
$6.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-282- 1.79% |
$19.7K - $21.8K
|
15.5K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-284- 1.45% |
$19.9K - $22K
|
19.3K
$2.01M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-337- 5.93% |
$23.6K - $26.1K
|
5.34K
$556K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-337- 5.93% |
$23.6K - $26.1K
|
5.34K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-373- 0.48% |
$26.1K - $28.9K
|
76.6K
$7.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 40.66% |
$27.6K - $30.5K
|
575
$59.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-415- 5.89% |
$29.1K - $32.1K
|
6.63K
$689K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-451- 44.26% |
$31.6K - $34.9K
|
568
$59.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-483- 4.17% |
$33.8K - $37.4K
|
11.1K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-560- 17.31% |
$39.2K - $43.4K
|
2.68K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-574- 12.87% |
$40.2K - $44.4K
|
3.89K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-670- 0.78% |
$46.9K - $51.9K
|
85K
$8.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-692- 2.28% |
$48.5K - $53.6K
|
29.6K
$3.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-703- 13.69% |
$49.2K - $54.4K
|
4.43K
$461K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-749- 1.82% |
$52.5K - $58K
|
40.3K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-929- 8.51% |
$65.1K - $71.9K
|
9.99K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-939- 32.3% |
$65.8K - $72.7K
|
1.97K
$205K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.01K- 23.01% |
$70.9K - $78.4K
|
3.39K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.26K- 6.38% |
$88K - $97.2K
|
18.4K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 12.77% |
$91.2K - $101K
|
8.9K
$926K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.4K- 20.29% |
$98K - $108K
|
5.5K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.45K- 28.95% |
$101K - $112K
|
3.55K
$370K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.46K- 23.35% |
$102K - $113K
|
4.78K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.46K- 20.46% |
$102K - $113K
|
5.69K
$592K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.62K- 11.59% |
$114K - $126K
|
12.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.65K- 1.52% |
$115K - $127K
|
107K
$11.1M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 23.04% |
$134K - $148K
|
6.39K
$665K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.27K- 9.73% |
$159K - $176K
|
21.1K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.39K- 5.38% |
$167K - $185K
|
42K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.51K- 9.87% |
$176K - $194K
|
22.9K
$2.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.99K- 39.67% |
$209K - $231K
|
4.54K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.05K- 35.76% |
$214K - $236K
|
5.48K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.27K- 33.33% |
$229K - $253K
|
6.54K
$681K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.52K- 1.53% |
$247K - $273K
|
227K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.57K- 27.64% |
$250K - $276K
|
9.33K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.68K- 22.64% |
$258K - $285K
|
12.6K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.33K- 21.8% |
$303K - $335K
|
15.5K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.24K- 17.8% |
$367K - $406K
|
24.2K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.9K- 17.18% |
$553K - $612K
|
38.1K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.92K- 9.23% |
$695K - $768K
|
97.5K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 3.67% |
$898K - $993K
|
336K
$35M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.5K- 15.43% |
$1.02M - $1.12M
|
79.5K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.3K- 39.21% |
$3.52M - $3.9M
|
78K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-89.1K- 10.31% |
$6.24M - $6.89M
|
775K
$80.6M
|