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
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 4.25% |
$8.97K - $9.66K
|
1.87K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 2.95% |
$6.61K - $7.11K
|
1.96K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$5.07K - $5.46K
|
3.34K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$4.72K - $5.08K
|
40
$4.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 720.0% |
$4.25K - $4.57K
|
41
$5.1K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 38.1% |
$3.78K - $4.07K
|
116
$14.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.3% |
$3.3K - $3.56K
|
9.4K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21+ 1.16% |
$2.48K - $2.67K
|
1.84K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.14% |
$1.06K - $1.14K
|
6.52K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$944 - $1.02K
|
2.64K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.13% |
$826 - $889
|
5.54K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.14% |
$826 - $889
|
5.1K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.3% |
$708 - $762
|
2K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$590 - $635
|
2.49K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$472 - $508
|
4.35K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$354 - $381
|
1.2K
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.04% |
$354 - $381
|
7.05K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$236 - $254
|
580
$72.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$236 - $254
|
1.82K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$236 - $254
|
1.7K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $127
|
15.6K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $127
|
2.07K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $127
|
5.01K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.0% |
$118 - $127
|
20.9K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.04% |
$118 - $127
|
2.35K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.19% |
$590 - $635
|
2.66K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7- 0.13% |
$826 - $889
|
5.35K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.66% |
$1.06K - $1.14K
|
1.36K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.32% |
$1.18K - $1.27K
|
3.08K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11- 0.19% |
$1.3K - $1.4K
|
5.86K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22- 0.97% |
$2.6K - $2.79K
|
2.24K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.13% |
$2.71K - $2.92K
|
17.4K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-25- 0.31% |
$2.95K - $3.18K
|
7.94K
$988K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 1.39% |
$3.54K - $3.81K
|
2.13K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.21% |
$3.66K - $3.94K
|
14.4K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.44% |
$4.48K - $4.83K
|
8.52K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-45- 5.7% |
$5.31K - $5.72K
|
744
$92.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 1.46% |
$5.66K - $6.1K
|
3.24K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-48- 0.55% |
$5.66K - $6.1K
|
8.72K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.9% |
$5.9K - $6.35K
|
2.58K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-51- 1.65% |
$6.02K - $6.48K
|
3.04K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-52- 0.99% |
$6.14K - $6.61K
|
5.22K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-56- 2.11% |
$6.61K - $7.11K
|
2.6K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 2.52% |
$6.84K - $7.37K
|
2.24K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-71- 1.23% |
$8.38K - $9.02K
|
5.7K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-76- 0.74% |
$8.97K - $9.66K
|
10.2K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-84- 8.6% |
$9.91K - $10.7K
|
893
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-100- 0.66% |
$11.8K - $12.7K
|
15.1K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-107- 2.4% |
$12.6K - $13.6K
|
4.34K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-113- 3.45% |
$13.3K - $14.4K
|
3.16K
$393K
|