Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI USA ESG SELECT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 06, 2022 Q1 2022
Retirement Group, LLC

SELL
 -
-447
- 23.22%
$40K - $47.5K
1.48K $178K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-466
- 10.14%
$41.7K - $49.6K
4.13K $497K
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-470
- 0.49%
$42K - $50K
96K $11.6M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-478
Closed
$42.8K - $50.8K
0 $0
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
SELL
 -
-495
- 3.63%
$44.3K - $52.6K
13.2K $1.59M
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-509
- 17.2%
$45.5K - $54.1K
2.45K $295K
Apr 13, 2022 Q1 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-511
- 29.17%
$45.7K - $54.3K
1.24K $150K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-523
- 7.31%
$46.8K - $55.6K
6.64K $799K
May 11, 2022 Q1 2022
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-547
- 13.03%
$48.9K - $58.2K
3.65K $440K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

SELL
 -
-580
- 1.36%
$51.9K - $61.7K
42K $5.06M
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-612
- 15.65%
$54.7K - $65.1K
3.3K $397K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

SELL
 -
-700
Closed
$62.6K - $74.4K
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-702
- 45.17%
$62.8K - $74.7K
852 $103K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-875
- 12.92%
$78.3K - $93.1K
5.9K $711K
May 09, 2022 Q1 2022
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-887
- 12.27%
$79.3K - $94.3K
6.34K $764K
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-901
- 13.16%
$80.6K - $95.8K
5.94K $716K
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-927
- 3.45%
$82.9K - $98.6K
25.9K $3.12M
Apr 25, 2022 Q1 2022
Wfa Of San Diego, LLC

SELL
 -
-951
Closed
$85.1K - $101K
0 $0
Apr 14, 2022 Q1 2022
Ferguson Wellman Capital Management, Inc

SELL
 -
-970
- 22.53%
$86.8K - $103K
3.34K $402K
May 04, 2022 Q1 2022
Trillium Asset Management, LLC

Boston, MA
SELL
 -
-1.01K
- 13.32%
$90K - $107K
6.55K $789K
Apr 27, 2022 Q1 2022
Comerica Bank

SELL
 -
-1.04K
- 20.31%
$93K - $111K
4.08K $492K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-1.11K
- 5.43%
$99.4K - $118K
19.4K $2.33M
Apr 28, 2022 Q1 2022
Keybank National Association

SELL
 -
-1.13K
- 2.17%
$101K - $120K
50.8K $6.11M
May 03, 2022 Q1 2022
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1.2K
- 3.15%
$107K - $127K
36.8K $4.43M
May 16, 2022 Q1 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-1.2K
- 4.32%
$107K - $128K
26.6K $3.2M
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.21K
- 13.92%
$108K - $128K
7.47K $900K
Apr 29, 2022 Q1 2022
Tria Gen Wealth Management LLC

SELL
 -
-1.22K
- 21.12%
$109K - $130K
4.55K $548K
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-1.27K
Closed
$113K - $135K
0 $0
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.37K
- 9.24%
$122K - $145K
13.4K $1.62M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
SELL
 -
-1.38K
- 7.98%
$123K - $147K
15.9K $1.91M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-1.4K
- 41.27%
$125K - $149K
1.99K $240K
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-1.42K
- 10.02%
$127K - $151K
12.7K $1.53M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.45K
- 75.12%
$130K - $154K
480 $57.8K
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

SELL
 -
-1.73K
- 14.08%
$154K - $183K
10.5K $1.27M
Apr 19, 2022 Q1 2022
Mason & Associates Inc

SELL
 -
-1.9K
Closed
$170K - $202K
0 $0
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-1.92K
- 11.09%
$172K - $205K
15.4K $1.86M
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.93K
Closed
$172K - $205K
0 $0
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-1.96K
- 2.73%
$175K - $208K
69.9K $8.42M
May 05, 2022 Q1 2022
North Rock Partners, LLC

SELL
 -
-1.96K
- 20.5%
$176K - $209K
7.61K $917K
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-1.97K
Closed
$176K - $209K
0 $0
Apr 27, 2022 Q1 2022
Patron Partners, LLC

SELL
 -
-1.97K
Closed
$176K - $210K
0 $0
Apr 21, 2022 Q1 2022
Miller Howard Investments Inc

SELL
 -
-2.03K
Closed
$181K - $215K
0 $0
Apr 29, 2022 Q1 2022
Navalign, LLC

SELL
 -
-2.08K
Closed
$186K - $221K
0 $0
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-2.13K
- 0.65%
$190K - $226K
324K $39.1M
Apr 27, 2022 Q1 2022
Callahan Advisors, LLC

SELL
 -
-2.15K
Closed
$192K - $229K
0 $0
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-2.17K
- 99.49%
$194K - $230K
11 $1.33K
Apr 11, 2022 Q1 2022
Karp Capital Management Corp

SELL
 -
-2.23K
Closed
$200K - $237K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-2.25K
- 9.34%
$201K - $239K
21.8K $2.63M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-2.26K
- 1.85%
$202K - $241K
120K $14.5M

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