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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-212- 1.67% |
$21.7K - $24K
|
12.5K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-214- 8.48% |
$21.9K - $24.2K
|
2.31K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-217- 5.7% |
$22.2K - $24.5K
|
3.59K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-219- 3.57% |
$22.4K - $24.7K
|
5.91K
$736K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-220- 1.81% |
$22.5K - $24.9K
|
11.9K
$1.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-231- 1.31% |
$23.7K - $26.1K
|
17.4K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-239- 7.32% |
$24.5K - $27K
|
3.03K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-239- 7.41% |
$24.5K - $27K
|
2.99K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-248- 6.9% |
$25.4K - $28K
|
3.35K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-261- 2.82% |
$26.7K - $29.5K
|
9K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-285- 10.09% |
$29.2K - $32.2K
|
2.54K
$316K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-288- 2.48% |
$29.5K - $32.5K
|
11.3K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-300- 11.75% |
$30.7K - $33.9K
|
2.25K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-312- 2.67% |
$32K - $35.2K
|
11.4K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-346- 5.05% |
$35.4K - $39.1K
|
6.5K
$810K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-360- 0.99% |
$36.9K - $40.7K
|
35.9K
$4.47M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-360- 7.59% |
$36.9K - $40.7K
|
4.39K
$546K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-362- 9.59% |
$37.1K - $40.9K
|
3.41K
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-375- 6.89% |
$38.4K - $42.4K
|
5.07K
$631K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-395- 6.77% |
$40.5K - $44.6K
|
5.44K
$677K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-404- 1.35% |
$41.4K - $45.6K
|
29.6K
$3.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-417- 3.41% |
$42.7K - $47.1K
|
11.8K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-419- 6.54% |
$42.9K - $47.3K
|
5.99K
$746K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-420- 5.0% |
$43K - $47.5K
|
7.98K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-421- 10.62% |
$43.1K - $47.6K
|
3.54K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-435- 4.05% |
$44.5K - $49.1K
|
10.3K
$1.28M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-435- 4.05% |
$44.5K - $49.1K
|
10.3K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-480- 3.26% |
$49.2K - $54.2K
|
14.2K
$1.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-508- 1.63% |
$52K - $57.4K
|
30.6K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-508- 49.51% |
$52K - $57.4K
|
518
$64.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-514- 14.28% |
$52.6K - $58.1K
|
3.09K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-521- 4.69% |
$53.4K - $58.9K
|
10.6K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-539- 1.53% |
$55.2K - $60.9K
|
34.6K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-542- 6.33% |
$55.5K - $61.2K
|
8.03K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-564- 91.41% |
$57.8K - $63.7K
|
53
$6.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-569- 4.27% |
$58.3K - $64.3K
|
12.8K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-571- 3.77% |
$58.5K - $64.5K
|
14.6K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-578- 3.09% |
$59.2K - $65.3K
|
18.1K
$2.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-585- 4.07% |
$59.9K - $66.1K
|
13.8K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-600- 16.44% |
$61.4K - $67.8K
|
3.05K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-600- 12.24% |
$61.4K - $67.8K
|
4.3K
$535K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-619- 2.04% |
$63.4K - $69.9K
|
29.8K
$3.71M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-619- 2.04% |
$63.4K - $69.9K
|
29.8K
$3.71M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-650- 1.2% |
$66.6K - $73.4K
|
53.7K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-680- 33.09% |
$69.6K - $76.8K
|
1.38K
$171K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-685- 10.97% |
$70.2K - $77.4K
|
5.56K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-685- 6.52% |
$70.2K - $77.4K
|
9.82K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-686- 11.44% |
$70.3K - $77.5K
|
5.31K
$661K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-706- 2.62% |
$72.3K - $79.8K
|
26.2K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-726- 9.26% |
$74.3K - $82K
|
7.12K
$886K
|