Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-747- 0.2% |
$64K - $69.9K
|
375K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-755- 3.83% |
$64.7K - $70.7K
|
19K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-800- 2.84% |
$68.5K - $74.9K
|
27.4K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-805- 6.87% |
$68.9K - $75.4K
|
10.9K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-828- 1.99% |
$70.9K - $77.5K
|
40.8K
$4.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-843- 18.11% |
$72.2K - $78.9K
|
3.81K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-850- 24.29% |
$72.8K - $79.6K
|
2.65K
$319K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-858- 99.54% |
$73.5K - $80.3K
|
4
$482
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-861- 6.17% |
$73.7K - $80.6K
|
13.1K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-873- 14.13% |
$74.8K - $81.7K
|
5.31K
$639K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-931- 1.83% |
$79.7K - $87.2K
|
49.8K
$6M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-933- 7.96% |
$79.9K - $87.4K
|
10.8K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-938- 32.8% |
$80.3K - $87.8K
|
1.92K
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-955- 26.71% |
$81.8K - $89.4K
|
2.62K
$316K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-965- 5.43% |
$82.7K - $90.4K
|
16.8K
$2.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-991- 3.68% |
$84.9K - $92.8K
|
26K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01K- 8.26% |
$86.4K - $94.5K
|
11.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.04K- 33.85% |
$89.2K - $97.5K
|
2.03K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 6.93% |
$94.7K - $104K
|
14.9K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.15K- 23.12% |
$98.8K - $108K
|
3.83K
$462K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 18.01% |
$108K - $118K
|
5.76K
$693K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.6% |
$108K - $118K
|
47.4K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.32K- 9.11% |
$113K - $123K
|
13.1K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.32K- 8.3% |
$113K - $124K
|
14.6K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.35K- 88.52% |
$116K - $126K
|
175
$21.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.39K- 17.2% |
$119K - $130K
|
6.7K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 29.69% |
$132K - $145K
|
3.66K
$441K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 7.16% |
$139K - $152K
|
21.1K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 35.79% |
$146K - $159K
|
3.05K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 18.71% |
$146K - $159K
|
7.39K
$890K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.72K- 26.01% |
$147K - $161K
|
4.88K
$588K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.74K- 2.5% |
$149K - $163K
|
67.8K
$8.17M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-1.78K- 25.14% |
$152K - $166K
|
5.29K
$637K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.8K- 34.35% |
$154K - $168K
|
3.43K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 3.09% |
$158K - $172K
|
57.7K
$6.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.85K- 43.48% |
$159K - $173K
|
2.41K
$290K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 13.78% |
$164K - $180K
|
12K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 8.57% |
$180K - $197K
|
22.5K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.25K- 12.3% |
$193K - $211K
|
16.1K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 9.16% |
$199K - $217K
|
23K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 5.36% |
$207K - $226K
|
42.6K
$5.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.5K- 2.86% |
$214K - $234K
|
84.8K
$10.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 12.44% |
$232K - $254K
|
19.1K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.74K- 2.87% |
$235K - $257K
|
92.9K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.8K- 12.56% |
$240K - $262K
|
19.5K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-3K- 13.97% |
$257K - $281K
|
18.4K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.27K- 13.31% |
$280K - $306K
|
21.3K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.44K- 21.55% |
$295K - $322K
|
12.5K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.1K- 0.95% |
$437K - $478K
|
534K
$64.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.3K- 6.58% |
$454K - $497K
|
75.3K
$9.07M
|