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 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
454+ 12.0% |
$53.6K - $57.7K
|
4.24K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
436+ 12.18% |
$51.4K - $55.4K
|
4.02K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
435New |
$51.3K - $55.3K
|
435
$53.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
396+ 11.35% |
$46.7K - $50.3K
|
3.88K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
394+ 5.72% |
$46.5K - $50.1K
|
7.29K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
387+ 4.6% |
$45.7K - $49.2K
|
8.8K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
375+ 4.66% |
$44.3K - $47.6K
|
8.42K
$1.03M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
370+ 2.16% |
$43.7K - $47K
|
17.5K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
369+ 3.07% |
$43.5K - $46.9K
|
12.4K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
366New |
$43.2K - $46.5K
|
366
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
336New |
$39.6K - $42.7K
|
336
$41K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
308New |
$36.3K - $39.1K
|
308
$37.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
288+ 0.56% |
$34K - $36.6K
|
52K
$6.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
270+ 4.15% |
$31.9K - $34.3K
|
6.78K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
253+ 6.87% |
$29.9K - $32.1K
|
3.94K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
248+ 4.49% |
$29.3K - $31.5K
|
5.77K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
240+ 63.66% |
$28.3K - $30.5K
|
617
$75.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
233+ 10.0% |
$27.5K - $29.6K
|
2.56K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
218+ 5.74% |
$25.7K - $27.7K
|
4.01K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
203+ 7.39% |
$24K - $25.8K
|
2.95K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 4.65% |
$23.6K - $25.4K
|
4.5K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196+ 4.08% |
$23.1K - $24.9K
|
5K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
187+ 3.54% |
$22.1K - $23.8K
|
5.47K
$667K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
182+ 3.73% |
$21.5K - $23.1K
|
5.06K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181+ 1.67% |
$21.4K - $23K
|
11K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
168+ 0.04% |
$19.8K - $21.3K
|
461K
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
163+ 6.59% |
$19.2K - $20.7K
|
2.64K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$18.2K - $19.6K
|
154
$18.8K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
143+ 2.78% |
$16.9K - $18.2K
|
5.28K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
136+ 1.0% |
$16K - $17.3K
|
13.7K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
129+ 2.57% |
$15.2K - $16.4K
|
5.14K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
114+ 1.75% |
$13.5K - $14.5K
|
6.62K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 0.4% |
$13.3K - $14.4K
|
28.2K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 1.87% |
$11.8K - $12.7K
|
5.46K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
96+ 1.16% |
$11.3K - $12.2K
|
8.34K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
95+ 2.93% |
$11.2K - $12.1K
|
3.34K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
94+ 3.5% |
$11.1K - $11.9K
|
2.78K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
91+ 2.7% |
$10.7K - $11.6K
|
3.46K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
82+ 3.5% |
$9.68K - $10.4K
|
2.43K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 4.25% |
$8.97K - $9.66K
|
1.87K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 2.95% |
$6.61K - $7.11K
|
1.96K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
56+ 2.59% |
$6.61K - $7.11K
|
2.22K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45New |
$5.31K - $5.72K
|
45
$5.49K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
44+ 0.8% |
$5.19K - $5.59K
|
5.58K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$5.07K - $5.46K
|
3.34K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$4.72K - $5.08K
|
40
$4.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
37+ 0.36% |
$4.37K - $4.7K
|
10.4K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 720.0% |
$4.25K - $4.57K
|
41
$5K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 38.1% |
$3.78K - $4.07K
|
116
$14.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.3% |
$3.3K - $3.56K
|
9.4K
$1.15M
|