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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.2% |
$2.6K - $2.79K
|
10.9K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21+ 1.16% |
$2.48K - $2.67K
|
1.84K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
21+ 0.3% |
$2.48K - $2.67K
|
6.98K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.14% |
$1.06K - $1.14K
|
6.52K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$944 - $1.02K
|
2.64K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$826 - $889
|
2.48K
$303K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$826 - $889
|
2.03K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.13% |
$826 - $889
|
5.54K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 0.61% |
$826 - $889
|
1.15K
$141K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.14% |
$826 - $889
|
5.1K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7+ 0.28% |
$826 - $889
|
2.51K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.3% |
$708 - $762
|
2K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$590 - $635
|
2.49K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$472 - $508
|
4.35K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.22% |
$472 - $508
|
1.8K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.04% |
$354 - $381
|
7.05K
$860K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$354 - $381
|
1.2K
$146K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$354 - $381
|
4.32K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$236 - $254
|
580
$70.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.24% |
$236 - $254
|
832
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$236 - $254
|
1.7K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$236 - $254
|
1.82K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.0% |
$118 - $127
|
20.9K
$2.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $127
|
5.01K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $127
|
2.07K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $127
|
15.6K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.11% |
$118 - $127
|
931
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.04% |
$118 - $127
|
2.35K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.23% |
$472 - $508
|
1.71K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5- 0.15% |
$590 - $635
|
3.42K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.19% |
$590 - $635
|
2.66K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7- 0.13% |
$826 - $889
|
5.35K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.66% |
$1.06K - $1.14K
|
1.36K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 11.9% |
$1.18K - $1.27K
|
74
$9.03K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 0.26% |
$1.18K - $1.27K
|
3.77K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.32% |
$1.18K - $1.27K
|
3.08K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11- 0.19% |
$1.3K - $1.4K
|
5.86K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16- 0.1% |
$1.89K - $2.03K
|
15.4K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16- 4.43% |
$1.89K - $2.03K
|
345
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-20- 0.17% |
$2.36K - $2.54K
|
11.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 2.51% |
$2.48K - $2.67K
|
814
$99.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22- 0.97% |
$2.6K - $2.79K
|
2.24K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.13% |
$2.71K - $2.92K
|
17.4K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 2.62% |
$2.71K - $2.92K
|
854
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-25- 0.31% |
$2.95K - $3.18K
|
7.94K
$969K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-25- 0.2% |
$2.95K - $3.18K
|
12.8K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-30- 1.39% |
$3.54K - $3.81K
|
2.13K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.21% |
$3.66K - $3.94K
|
14.4K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 0.48% |
$4.48K - $4.83K
|
7.86K
$960K
|