Purchases and Sales Made in Q4 2025 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 Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
41.7KNew |
$4.8M - $5.08M
|
41.7K
$4.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.58K+ 3.91% |
$1.1M - $1.17M
|
254K
$30.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.27KNew |
$491K - $519K
|
4.27K
$507K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 41.88% |
$164K - $173K
|
4.82K
$573K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 6.17% |
$139K - $147K
|
20.7K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.08K+ 6.82% |
$124K - $131K
|
16.9K
$2.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
595+ 10.62% |
$68.4K - $72.4K
|
6.2K
$736K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
529+ 100.76% |
$60.8K - $64.4K
|
1.05K
$125K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
169+ 3.04% |
$19.4K - $20.6K
|
5.72K
$680K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
141+ 6.93% |
$16.2K - $17.2K
|
2.18K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
99+ 2.8% |
$11.4K - $12K
|
3.64K
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.3% |
$1.73K - $1.83K
|
5.02K
$596K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 0.3% |
$1.61K - $1.7K
|
4.75K
$564K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 0.3% |
$575 - $608
|
1.69K
$201K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.02% |
$115 - $122
|
4.69K
$557K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.78% |
$115 - $122
|
129
$15.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2- 0.08% |
$230 - $243
|
2.56K
$304K
|
|
|
Jan 26, 2026
Q4 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-9- 5.49% |
$1.04K - $1.1K
|
155
$18.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-45- 0.09% |
$5.18K - $5.48K
|
49.1K
$5.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-81- 1.3% |
$9.32K - $9.86K
|
6.16K
$732K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133- 2.36% |
$15.3K - $16.2K
|
5.51K
$654K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-174- 2.25% |
$20K - $21.2K
|
7.54K
$896K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-215- 1.54% |
$24.7K - $26.2K
|
13.7K
$1.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-328- 8.95% |
$37.7K - $39.9K
|
3.34K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-368- 4.87% |
$42.3K - $44.8K
|
7.19K
$854K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-584- 3.87% |
$67.2K - $71.1K
|
14.5K
$1.72M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 44.55% |
$79.5K - $84.1K
|
860
$102K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 29.91% |
$160K - $169K
|
3.26K
$387K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.22K- 37.48% |
$601K - $635K
|
8.71K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.94K- 36.66% |
$1.03M - $1.09M
|
15.5K
$1.84M
|
|