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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-366- 6.36% |
$36K - $40K
|
5.39K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-381- 1.57% |
$37.5K - $41.6K
|
24K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-384- 10.89% |
$37.8K - $41.9K
|
3.14K
$391K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-393- 5.94% |
$38.7K - $42.9K
|
6.23K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 17.23% |
$39.4K - $43.7K
|
1.92K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-410- 2.63% |
$40.4K - $44.8K
|
15.2K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-410- 2.71% |
$40.4K - $44.8K
|
14.7K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-410- 7.81% |
$40.4K - $44.8K
|
4.84K
$603K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-426- 1.1% |
$42K - $46.5K
|
38.2K
$4.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-428- 0.4% |
$42.1K - $46.7K
|
108K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-434- 24.3% |
$42.7K - $47.4K
|
1.35K
$168K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 7.36% |
$44.3K - $49.1K
|
5.67K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-476- 3.45% |
$46.9K - $52K
|
13.3K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-503- 5.15% |
$49.5K - $54.9K
|
9.27K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-503- 6.29% |
$49.5K - $54.9K
|
7.5K
$934K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-505- 2.36% |
$49.7K - $55.1K
|
20.9K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-506- 20.62% |
$49.8K - $55.2K
|
1.95K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-525- 18.43% |
$51.7K - $57.3K
|
2.32K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-562- 0.2% |
$55.3K - $61.4K
|
275K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-578- 3.96% |
$56.9K - $63.1K
|
14K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-647- 3.85% |
$63.7K - $70.6K
|
16.2K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-661- 10.02% |
$65.1K - $72.2K
|
5.94K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-664- 24.3% |
$65.4K - $72.5K
|
2.07K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-664- 2.6% |
$65.4K - $72.5K
|
24.9K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-682- 3.73% |
$67.2K - $74.5K
|
17.6K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-728- 15.52% |
$71.7K - $79.5K
|
3.96K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-736- 7.99% |
$72.5K - $80.3K
|
8.48K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-753- 3.19% |
$74.2K - $82.2K
|
22.8K
$2.84M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-767- 0.93% |
$75.5K - $83.7K
|
81.8K
$10.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-767- 0.96% |
$75.5K - $83.7K
|
79.3K
$9.87M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-800- 23.77% |
$78.8K - $87.3K
|
2.57K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-847- 7.47% |
$83.4K - $92.5K
|
10.5K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-884- 5.1% |
$87.1K - $96.5K
|
16.5K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-900- 29.7% |
$88.6K - $98.3K
|
2.13K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-938- 16.24% |
$92.4K - $102K
|
4.84K
$602K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-954- 13.94% |
$93.9K - $104K
|
5.89K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-960- 3.82% |
$94.5K - $105K
|
24.1K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-988- 9.31% |
$97.3K - $108K
|
9.62K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.11K- 9.56% |
$109K - $121K
|
10.5K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 1.63% |
$113K - $125K
|
69.2K
$8.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 11.38% |
$113K - $125K
|
8.93K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.15K- 4.81% |
$113K - $126K
|
22.7K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.16K- 7.51% |
$114K - $126K
|
14.2K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.16K- 2.72% |
$114K - $127K
|
41.5K
$5.16M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.17K- 6.01% |
$115K - $128K
|
18.3K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 1.21% |
$120K - $133K
|
99.2K
$12.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.26K- 13.01% |
$124K - $138K
|
8.44K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.26K- 1.82% |
$124K - $138K
|
68.3K
$8.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.05% |
$128K - $142K
|
41.4K
$5.15M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.37K- 2.73% |
$135K - $149K
|
48.7K
$6.06M
|