Purchases and Sales Made in Q3 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 Q3 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
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
95
+ 3.56%
$7.12K - $7.61K
2.77K $289K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
22
+ 0.34%
$1.65K - $1.76K
6.43K $672K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
19
+ 3.35%
$1.42K - $1.52K
587 $61.4K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
19
+ 0.36%
$1.42K - $1.52K
5.36K $560K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
7
+ 0.16%
$524 - $561
4.44K $464K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
3
New
$225 - $240
3 $314
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1
+ 0.83%
$74.9 - $80.1
122 $12.8K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2023 Q3 2023
Foster Group, Inc.

SELL
 -
-5
- 0.16%
$375 - $401
3.05K $319K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-12
- 0.24%
$899 - $961
4.94K $516K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-30
- 0.55%
$2.25K - $2.4K
5.44K $569K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-38
- 11.48%
$2.85K - $3.04K
293 $30.6K
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
SELL
 -
-57
- 0.07%
$4.27K - $4.57K
76.5K $8M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-100
- 2.82%
$7.49K - $8.01K
3.45K $361K
Nov 09, 2023 Q3 2023
Sws Partners

SELL
 -
-171
- 5.39%
$12.8K - $13.7K
3K $314K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-216
- 40.0%
$16.2K - $17.3K
324 $33.9K
Oct 10, 2023 Q3 2023
Ims Capital Management

SELL
 -
-225
- 3.04%
$16.9K - $18K
7.18K $751K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-235
- 37.84%
$17.6K - $18.8K
386 $40.4K
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

SELL
 -
-236
- 1.85%
$17.7K - $18.9K
12.5K $1.31M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-306
- 6.19%
$22.9K - $24.5K
4.64K $485K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
SELL
 -
-307
- 9.06%
$23K - $24.6K
3.08K $322K
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-410
- 7.21%
$30.7K - $32.8K
5.28K $552K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-564
- 1.88%
$42.2K - $45.2K
29.4K $3.07M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-597
- 10.31%
$44.7K - $47.8K
5.19K $543K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-631
- 3.41%
$47.3K - $50.5K
17.9K $1.87M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-661
- 17.01%
$49.5K - $53K
3.23K $337K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-880
- 13.77%
$65.9K - $70.5K
5.51K $576K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-944
- 19.26%
$70.7K - $75.6K
3.96K $414K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.02K
- 47.75%
$76.3K - $81.6K
1.12K $117K
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

SELL
 -
-1.04K
- 14.12%
$77.5K - $82.9K
6.3K $658K
Nov 06, 2023 Q3 2023
Wharton Business Group, LLC

Malvern, PA
SELL
 -
-1.15K
- 17.28%
$85.8K - $91.7K
5.48K $573K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-1.15K
- 1.08%
$86.1K - $92.1K
106K $11.1M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-1.19K
- 6.13%
$88.8K - $94.9K
18.1K $1.9M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.35K
- 2.63%
$101K - $108K
49.9K $5.22M
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
SELL
 -
-1.42K
- 24.28%
$106K - $113K
4.42K $462K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

SELL
 -
-1.44K
- 12.96%
$108K - $115K
9.66K $1.01M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.61K
- 18.21%
$121K - $129K
7.23K $756K
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-1.7K
- 30.91%
$127K - $136K
3.8K $397K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

SELL
 -
-1.82K
- 8.63%
$136K - $146K
19.3K $2.01M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-2.15K
- 2.53%
$161K - $173K
82.8K $8.66M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-2.22K
- 9.7%
$167K - $178K
20.7K $2.16M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

SELL
 -
-2.48K
- 27.82%
$185K - $198K
6.42K $672K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

SELL
 -
-3.21K
- 11.85%
$241K - $257K
23.9K $2.5M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-3.34K
- 11.27%
$250K - $268K
26.3K $2.75M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

SELL
 -
-3.37K
- 18.27%
$252K - $270K
15.1K $1.57M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.4K
- 1.01%
$255K - $272K
333K $34.8M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.55K
- 36.2%
$341K - $364K
8.02K $838K

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