Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.2KNew |
$4.51M - $4.85M
|
38.2K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.9K+ 34.84% |
$3.17M - $3.41M
|
104K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.3K+ 12.81% |
$2.4M - $2.58M
|
179K
$22.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 17.42% |
$1.73M - $1.86M
|
98.7K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.68M - $1.81M
|
14.3K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
7.79K+ 66.29% |
$919K - $990K
|
19.5K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$898K - $967K
|
7.61K
$948K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.59K+ 17.68% |
$895K - $964K
|
50.5K
$6.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.54K+ 8.79% |
$890K - $958K
|
93.4K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48KNew |
$882K - $950K
|
7.48K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.25KNew |
$856K - $921K
|
7.25K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.87KNew |
$810K - $873K
|
6.87K
$855K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.05K+ 33.94% |
$714K - $768K
|
23.9K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.58KNew |
$658K - $709K
|
5.58K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.46KNew |
$644K - $693K
|
5.46K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.91KNew |
$343K - $369K
|
2.91K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.7K+ 47.66% |
$319K - $343K
|
8.38K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 15.92% |
$289K - $311K
|
17.8K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.45KNew |
$289K - $311K
|
2.45K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.12K+ 31.89% |
$251K - $270K
|
8.78K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$223K - $240K
|
1.89K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$222K - $239K
|
1.88K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.65KNew |
$195K - $210K
|
1.65K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.5K+ 55.15% |
$177K - $191K
|
4.22K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 39.86% |
$173K - $186K
|
5.14K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.42K+ 0.54% |
$168K - $180K
|
264K
$32.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 36.25% |
$132K - $142K
|
4.21K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
674+ 4.26% |
$79.5K - $85.6K
|
16.5K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
671+ 1.86% |
$79.2K - $85.2K
|
36.8K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
663+ 23.68% |
$78.2K - $84.2K
|
3.46K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
465+ 1.33% |
$54.9K - $59.1K
|
35.3K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
454+ 12.0% |
$53.6K - $57.7K
|
4.24K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
435New |
$51.3K - $55.3K
|
435
$54.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
394+ 5.72% |
$46.5K - $50.1K
|
7.29K
$907K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
375+ 4.66% |
$44.3K - $47.6K
|
8.42K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
366New |
$43.2K - $46.5K
|
366
$45.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
270+ 4.15% |
$31.9K - $34.3K
|
6.78K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
240+ 63.66% |
$28.3K - $30.5K
|
617
$76.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
233+ 10.0% |
$27.5K - $29.6K
|
2.56K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
203+ 7.39% |
$24K - $25.8K
|
2.95K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
182+ 3.73% |
$21.5K - $23.1K
|
5.06K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$18.2K - $19.6K
|
154
$19.2K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
143+ 2.78% |
$16.9K - $18.2K
|
5.28K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
136+ 1.0% |
$16K - $17.3K
|
13.7K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
129+ 2.57% |
$15.2K - $16.4K
|
5.14K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
114+ 1.75% |
$13.5K - $14.5K
|
6.62K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 0.4% |
$13.3K - $14.4K
|
28.2K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
96+ 1.16% |
$11.3K - $12.2K
|
8.34K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
94+ 3.5% |
$11.1K - $11.9K
|
2.78K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
91+ 2.7% |
$10.7K - $11.6K
|
3.46K
$430K
|