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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.44% |
$4.48K - $4.83K
|
8.52K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-38- 0.06% |
$4.48K - $4.83K
|
60.2K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 5.19% |
$4.48K - $4.83K
|
694
$84.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-45- 5.7% |
$5.31K - $5.72K
|
744
$90.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 6.36% |
$5.43K - $5.84K
|
677
$82.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-47- 0.9% |
$5.55K - $5.97K
|
5.19K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-48- 0.55% |
$5.66K - $6.1K
|
8.72K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 6.73% |
$5.66K - $6.1K
|
665
$81.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 1.46% |
$5.66K - $6.1K
|
3.24K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.9% |
$5.9K - $6.35K
|
2.58K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-51- 1.65% |
$6.02K - $6.48K
|
3.04K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-52- 0.99% |
$6.14K - $6.61K
|
5.22K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-56- 2.11% |
$6.61K - $7.11K
|
2.6K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 2.52% |
$6.84K - $7.37K
|
2.24K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 3.23% |
$7.32K - $7.88K
|
1.86K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-67- 0.28% |
$7.91K - $8.51K
|
24.1K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-68- 0.93% |
$8.02K - $8.64K
|
7.21K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-71- 1.23% |
$8.38K - $9.02K
|
5.7K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-71- 0.47% |
$8.38K - $9.02K
|
14.9K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-72- 0.36% |
$8.5K - $9.15K
|
19.7K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-76- 0.74% |
$8.97K - $9.66K
|
10.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-77- 4.03% |
$9.09K - $9.78K
|
1.84K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-81- 0.49% |
$9.56K - $10.3K
|
16.4K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-82- 4.25% |
$9.68K - $10.4K
|
1.85K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-84- 8.6% |
$9.91K - $10.7K
|
893
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-85- 30.91% |
$10K - $10.8K
|
190
$23.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-100- 0.66% |
$11.8K - $12.7K
|
15.1K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.35% |
$12.4K - $13.3K
|
1.86K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-107- 2.4% |
$12.6K - $13.6K
|
4.34K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-110- 2.08% |
$13K - $14K
|
5.18K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-113- 3.45% |
$13.3K - $14.4K
|
3.16K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-120- 0.66% |
$14.2K - $15.2K
|
18.2K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-120- 0.4% |
$14.2K - $15.2K
|
29.9K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 5.58% |
$14.8K - $15.9K
|
2.12K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-128- 0.88% |
$15.1K - $16.3K
|
14.4K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131- 0.54% |
$15.5K - $16.6K
|
24.1K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-132- 1.63% |
$15.6K - $16.8K
|
7.96K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 3.74% |
$15.8K - $17K
|
3.45K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135- 1.0% |
$15.9K - $17.2K
|
13.4K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-142- 4.5% |
$16.8K - $18K
|
3.01K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-143- 2.2% |
$16.9K - $18.2K
|
6.36K
$777K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 1.76% |
$17K - $18.3K
|
8.02K
$979K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-147- 1.28% |
$17.3K - $18.7K
|
11.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-148- 1.48% |
$17.5K - $18.8K
|
9.88K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-157- 2.57% |
$18.5K - $19.9K
|
5.94K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.32% |
$19K - $20.5K
|
49.5K
$6.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 8.24% |
$19.1K - $20.6K
|
1.8K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-166- 2.33% |
$19.6K - $21.1K
|
6.95K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-175- 4.05% |
$20.7K - $22.2K
|
4.15K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-180- 7.78% |
$21.2K - $22.9K
|
2.13K
$260K
|