Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q1 2023. 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 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
30+ 0.29% |
$2.45K - $2.7K
|
10.5K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
30+ 0.72% |
$2.45K - $2.7K
|
4.18K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30New |
$2.45K - $2.7K
|
30
$3.66K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
26+ 0.38% |
$2.12K - $2.34K
|
6.83K
$833K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
26+ 0.37% |
$2.12K - $2.34K
|
6.99K
$853K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
24+ 1.22% |
$1.96K - $2.16K
|
1.99K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 0.99% |
$1.88K - $2.07K
|
2.36K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23+ 0.42% |
$1.88K - $2.07K
|
5.46K
$666K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 3.0% |
$1.8K - $1.98K
|
756
$92.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
21+ 0.39% |
$1.71K - $1.89K
|
5.47K
$668K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 0.19% |
$1.55K - $1.71K
|
9.98K
$1.22M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
16+ 0.37% |
$1.31K - $1.44K
|
4.29K
$524K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 8.33% |
$1.22K - $1.35K
|
195
$23.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.4% |
$1.14K - $1.26K
|
3.53K
$430K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
13+ 0.3% |
$1.06K - $1.17K
|
4.32K
$527K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$1.06K - $1.17K
|
13
$1.59K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
12+ 0.36% |
$980 - $1.08K
|
3.31K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$980 - $1.08K
|
12
$1.46K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
11+ 0.4% |
$898 - $990
|
2.77K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
10+ 0.37% |
$816 - $900
|
2.7K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10New |
$816 - $900
|
10
$1.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.33% |
$816 - $900
|
3.02K
$368K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.37% |
$735 - $810
|
2.46K
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.35% |
$735 - $810
|
2.61K
$318K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8+ 0.09% |
$653 - $720
|
8.81K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.2% |
$490 - $540
|
3.08K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6+ 0.05% |
$490 - $540
|
12K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5+ 0.04% |
$408 - $450
|
11.9K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.38% |
$408 - $450
|
1.31K
$160K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$327 - $360
|
4.95K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.36% |
$327 - $360
|
1.11K
$136K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.02% |
$245 - $270
|
13.3K
$1.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$163 - $180
|
2.58K
$315K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$163 - $180
|
9.01K
$1.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$163 - $180
|
567
$69.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.53% |
$163 - $180
|
381
$46.5K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$163 - $180
|
4.29K
$523K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$81.6 - $90
|
5.01K
$612K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$81.6 - $90
|
3.8K
$463K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$81.6 - $90
|
1
$122
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$81.6 - $90
|
6.11K
$745K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.72% |
$81.6 - $90
|
140
$17.1K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$81.6 - $90
|
2.81K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12- 0.1% |
$980 - $1.08K
|
11.7K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 6.07% |
$1.88K - $2.07K
|
356
$43.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-30- 0.25% |
$2.45K - $2.7K
|
11.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-30- 1.12% |
$2.45K - $2.7K
|
2.65K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 1.08% |
$2.45K - $2.7K
|
2.75K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-53- 1.46% |
$4.33K - $4.77K
|
3.59K
$438K
|