Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.2% |
$689 - $764
|
3.45K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$492 - $546
|
2.48K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.12% |
$492 - $546
|
4.34K
$530K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.37% |
$295 - $328
|
807
$98.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$295 - $328
|
3.45K
$421K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3+ 0.12% |
$295 - $328
|
2.53K
$308K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$295 - $328
|
4.31K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.19% |
$197 - $218
|
1.05K
$128K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$197 - $218
|
575
$70.2K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$197 - $218
|
5.46K
$666K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.71% |
$98.5 - $109
|
141
$17.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$98.5 - $109
|
6.13K
$748K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.22% |
$98.5 - $109
|
458
$55.9K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.49% |
$98.5 - $109
|
204
$24.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$98.5 - $109
|
509
$62.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$98.5 - $109
|
1
$122
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$98.5 - $109
|
1.05K
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.71% |
$98.5 - $109
|
142
$17.3K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 25.0% |
$98.5 - $109
|
5
$610
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$98.5 - $109
|
88.4K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2- 0.04% |
$197 - $218
|
5.53K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-3- 0.06% |
$295 - $328
|
5.01K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.09% |
$295 - $328
|
3.38K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.21% |
$689 - $764
|
3.25K
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$689 - $764
|
13.6K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 16.18% |
$1.08K - $1.2K
|
57
$6.96K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14- 0.14% |
$1.38K - $1.53K
|
9.71K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 0.7% |
$1.38K - $1.53K
|
1.99K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-14- 0.14% |
$1.38K - $1.53K
|
9.64K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15- 0.3% |
$1.48K - $1.64K
|
5.06K
$617K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-15- 0.58% |
$1.48K - $1.64K
|
2.55K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19- 0.32% |
$1.87K - $2.07K
|
5.83K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-22- 2.71% |
$2.17K - $2.4K
|
789
$96.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23- 0.63% |
$2.27K - $2.51K
|
3.6K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.12% |
$2.27K - $2.51K
|
19.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25- 0.39% |
$2.46K - $2.73K
|
6.41K
$782K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$2.86K - $3.17K
|
3.83K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32- 0.59% |
$3.15K - $3.49K
|
5.39K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-38- 1.06% |
$3.74K - $4.15K
|
3.53K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-46- 0.84% |
$4.53K - $5.02K
|
5.44K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-47- 0.8% |
$4.63K - $5.13K
|
5.86K
$715K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-47- 0.75% |
$4.63K - $5.13K
|
6.18K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48- 0.35% |
$4.73K - $5.24K
|
13.6K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-49- 0.42% |
$4.83K - $5.35K
|
11.7K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-49- 2.17% |
$4.83K - $5.35K
|
2.21K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-50- 2.1% |
$4.92K - $5.46K
|
2.33K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-50- 1.23% |
$4.92K - $5.46K
|
4K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-51- 0.6% |
$5.02K - $5.57K
|
8.4K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-52- 0.96% |
$5.12K - $5.68K
|
5.36K
$654K
|