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 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-184- 1.84% |
$21.7K - $23.4K
|
9.79K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 2.68% |
$22.2K - $23.9K
|
6.82K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-198- 7.69% |
$23.4K - $25.2K
|
2.38K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-199- 4.14% |
$23.5K - $25.3K
|
4.61K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.51% |
$23.6K - $25.4K
|
2.87K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-203- 1.36% |
$24K - $25.8K
|
14.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-205- 7.47% |
$24.2K - $26K
|
2.54K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-206- 1.26% |
$24.3K - $26.2K
|
16.2K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 0.96% |
$26.7K - $28.7K
|
23.3K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-227- 7.3% |
$26.8K - $28.8K
|
2.88K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 12.4% |
$27.5K - $29.6K
|
1.65K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-246- 4.39% |
$29K - $31.3K
|
5.36K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 1.99% |
$29.3K - $31.5K
|
12.2K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-253- 3.22% |
$29.9K - $32.1K
|
7.59K
$927K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-256- 1.91% |
$30.2K - $32.5K
|
13.1K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 3.37% |
$31.3K - $33.7K
|
7.61K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265- 8.55% |
$31.3K - $33.7K
|
2.84K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-275- 7.74% |
$32.5K - $34.9K
|
3.28K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 11.68% |
$32.6K - $35.1K
|
2.09K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-278- 9.15% |
$32.8K - $35.3K
|
2.76K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-279- 2.31% |
$32.9K - $35.4K
|
11.8K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-280- 3.52% |
$33K - $35.6K
|
7.68K
$937K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-287- 9.33% |
$33.9K - $36.5K
|
2.79K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-303- 10.91% |
$35.8K - $38.5K
|
2.47K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-315- 2.27% |
$37.2K - $40K
|
13.6K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-325- 7.94% |
$38.4K - $41.3K
|
3.77K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-345- 67.78% |
$40.7K - $43.8K
|
164
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 2.83% |
$42.5K - $45.7K
|
12.3K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-420- 4.46% |
$49.6K - $53.4K
|
8.99K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-426- 0.92% |
$50.3K - $54.1K
|
45.7K
$5.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 81.17% |
$50.9K - $54.8K
|
100
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-448- 1.48% |
$52.9K - $56.9K
|
29.8K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 2.02% |
$52.9K - $56.9K
|
21.8K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 8.23% |
$53.1K - $57.2K
|
5.02K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-454- 13.7% |
$53.6K - $57.7K
|
2.86K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-456- 4.8% |
$53.8K - $57.9K
|
9.04K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-497- 1.63% |
$58.6K - $63.1K
|
29.9K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-522- 19.7% |
$61.6K - $66.3K
|
2.13K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-536- 10.87% |
$63.2K - $68.1K
|
4.4K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-539- 3.14% |
$63.6K - $68.5K
|
16.6K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-540- 6.85% |
$63.7K - $68.6K
|
7.35K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-540- 6.23% |
$63.7K - $68.6K
|
8.13K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-622- 26.73% |
$73.4K - $79K
|
1.71K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-629- 10.09% |
$74.2K - $79.9K
|
5.6K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-630- 7.88% |
$74.3K - $80K
|
7.37K
$899K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-672- 1.99% |
$79.3K - $85.4K
|
33.1K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-673- 0.81% |
$79.4K - $85.5K
|
82.2K
$10M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.59% |
$83.8K - $90.2K
|
43.9K
$5.36M
|