Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 16.72% |
$89K - $105K
|
5.2K
$626K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.07K- 20.83% |
$90.9K - $107K
|
4.05K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.09K- 8.51% |
$93.3K - $110K
|
11.8K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.1K- 20.96% |
$93.9K - $111K
|
4.15K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 10.35% |
$96.7K - $114K
|
9.82K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.17K- 6.33% |
$100K - $118K
|
17.3K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 10.06% |
$104K - $123K
|
10.9K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.3K- 4.8% |
$111K - $131K
|
25.8K
$3.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.42K- 8.63% |
$121K - $143K
|
15K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.43K- 7.82% |
$122K - $144K
|
16.8K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.57K- 19.93% |
$134K - $158K
|
6.3K
$760K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.69K- 22.0% |
$144K - $170K
|
5.98K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.76K- 5.42% |
$150K - $178K
|
30.7K
$3.7M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.76K- 5.42% |
$150K - $178K
|
30.7K
$3.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.8K- 77.25% |
$154K - $182K
|
531
$64K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.83K- 15.6% |
$156K - $184K
|
9.89K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.9K- 16.45% |
$162K - $191K
|
9.62K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 1.76% |
$163K - $193K
|
107K
$12.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.31% |
$164K - $194K
|
42.7K
$5.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.99K- 2.12% |
$170K - $201K
|
92.1K
$11.1M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.99K- 2.12% |
$170K - $201K
|
92.1K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.52K- 0.67% |
$215K - $254K
|
376K
$45.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.58K- 1.28% |
$220K - $260K
|
199K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.78K- 52.71% |
$237K - $280K
|
2.49K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.93K- 4.27% |
$250K - $295K
|
65.5K
$7.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.16K- 7.86% |
$270K - $319K
|
37K
$4.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.19K- 11.9% |
$272K - $322K
|
23.6K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.56K- 10.67% |
$304K - $359K
|
29.8K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.93K- 49.51% |
$336K - $397K
|
4.01K
$483K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4K- 10.45% |
$342K - $404K
|
34.3K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.1K- 25.49% |
$350K - $413K
|
12K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.24K- 4.05% |
$362K - $427K
|
100K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 3.2% |
$362K - $428K
|
128K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.05K- 40.31% |
$431K - $509K
|
7.48K
$901K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-6.32K- 34.51% |
$540K - $638K
|
12K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.73K- 11.85% |
$574K - $679K
|
50.1K
$6.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.03K- 1.47% |
$600K - $709K
|
471K
$56.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.26K- 46.68% |
$620K - $732K
|
8.29K
$999K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.79K- 37.82% |
$665K - $786K
|
12.8K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 25.56% |
$902K - $1.07M
|
30.8K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-11K- 49.19% |
$936K - $1.11M
|
11.3K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.8K- 5.4% |
$1.01M - $1.19M
|
207K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-13.6K- 17.15% |
$1.16M - $1.37M
|
65.6K
$7.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.2K- 3.37% |
$1.3M - $1.53M
|
436K
$52.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.4K- 38.38% |
$1.74M - $2.05M
|
32.7K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21K- 89.38% |
$1.79M - $2.12M
|
2.5K
$301K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-30.5K- 22.85% |
$2.6M - $3.07M
|
103K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-36K- 5.55% |
$3.08M - $3.64M
|
613K
$73.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.3K- 38.53% |
$7.62M - $9M
|
142K
$17.2M
|