Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$14.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.2K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
93+ 0.57% |
$9.52K - $10.5K
|
16.6K
$2.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
88+ 0.58% |
$9.01K - $9.94K
|
15.2K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
85+ 4.58% |
$8.7K - $9.6K
|
1.94K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$8.6K - $9.49K
|
84
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 3.42% |
$7.58K - $8.36K
|
2.24K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
74+ 0.64% |
$7.58K - $8.36K
|
11.7K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$7.17K - $7.91K
|
70
$8.54K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
65+ 2.55% |
$6.66K - $7.34K
|
2.62K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
51+ 1.63% |
$5.22K - $5.76K
|
3.18K
$388K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
47+ 0.4% |
$4.81K - $5.31K
|
11.8K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
45+ 1.5% |
$4.61K - $5.08K
|
3.04K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 3900.0% |
$3.99K - $4.41K
|
40
$4.88K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35+ 0.17% |
$3.58K - $3.95K
|
20.7K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31New |
$3.17K - $3.5K
|
31
$3.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21+ 0.23% |
$2.15K - $2.37K
|
9.34K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
20+ 0.17% |
$2.05K - $2.26K
|
12K
$1.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.64K - $1.81K
|
6.94K
$847K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.29% |
$1.64K - $1.81K
|
5.53K
$675K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
13+ 0.24% |
$1.33K - $1.47K
|
5.54K
$676K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 3.0% |
$1.23K - $1.36K
|
412
$50.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 1.08% |
$1.23K - $1.36K
|
1.12K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.19% |
$1.13K - $1.24K
|
5.85K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 0.91% |
$1.13K - $1.24K
|
1.22K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.54% |
$1.02K - $1.13K
|
1.88K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.04% |
$1.02K - $1.13K
|
23.6K
$2.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.02K - $1.13K
|
4.74K
$578K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.09% |
$819 - $904
|
8.63K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.11% |
$717 - $791
|
6.24K
$761K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$614 - $678
|
6.51K
$794K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.24% |
$614 - $678
|
2.46K
$301K
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
6+ 0.08% |
$614 - $678
|
7.89K
$962K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.1% |
$512 - $565
|
4.99K
$609K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.25% |
$512 - $565
|
1.99K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.05% |
$410 - $452
|
8.44K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.12% |
$410 - $452
|
3.45K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.01% |
$410 - $452
|
29.1K
$3.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.16% |
$410 - $452
|
2.48K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4+ 0.02% |
$410 - $452
|
17.6K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.07% |
$307 - $339
|
4.34K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$307 - $339
|
4.31K
$526K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.02% |
$205 - $226
|
8.28K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.25% |
$205 - $226
|
809
$98.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.01% |
$205 - $226
|
14K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $113
|
2.3K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $113
|
2.55K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$102 - $113
|
2.07K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $113
|
5.01K
$612K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.0% |
$102 - $113
|
20.9K
$2.55M
|