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
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 5.2% |
$208K - $224K
|
32.1K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8K- 10.06% |
$213K - $229K
|
16.1K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.96K- 1.94% |
$232K - $250K
|
99.2K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 3.13% |
$238K - $257K
|
62.6K
$7.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 14.4% |
$287K - $309K
|
14.5K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.45K- 20.61% |
$289K - $311K
|
9.42K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.57K- 21.8% |
$303K - $326K
|
9.2K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.72K- 4.78% |
$320K - $345K
|
54.1K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$9.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.09K- 3.93% |
$365K - $393K
|
75.5K
$9.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 29.22% |
$469K - $505K
|
9.63K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.5K- 0.87% |
$649K - $699K
|
624K
$77.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 4.54% |
$667K - $718K
|
119K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6K- 75.25% |
$708K - $762K
|
1.97K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.48K- 3.81% |
$765K - $823K
|
164K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.69K- 14.43% |
$1.03M - $1.1M
|
51.6K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.47K- 52.75% |
$1.12M - $1.2M
|
8.48K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 15.49% |
$1.87M - $2.02M
|
86.5K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 25.84% |
$1.92M - $2.07M
|
46.8K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 81.49% |
$4.57M - $4.92M
|
8.79K
$1.09M
|