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 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-710- 15.5% |
$83.8K - $90.2K
|
3.87K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-711- 3.21% |
$83.9K - $90.3K
|
21.4K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-733- 5.8% |
$86.5K - $93.1K
|
11.9K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-746- 1.11% |
$88K - $94.8K
|
66.3K
$8.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-804- 5.7% |
$94.9K - $102K
|
13.3K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-862- 13.09% |
$102K - $110K
|
5.72K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-867- 0.37% |
$102K - $110K
|
234K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-868- 16.49% |
$102K - $110K
|
4.4K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-879- 3.98% |
$104K - $112K
|
21.2K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 8.4% |
$108K - $116K
|
9.97K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-942- 9.75% |
$111K - $120K
|
8.72K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-961- 8.35% |
$113K - $122K
|
10.5K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-987- 4.39% |
$116K - $125K
|
21.5K
$2.62M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.02K- 6.79% |
$121K - $130K
|
14K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.03K- 3.66% |
$121K - $130K
|
27K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 3.5% |
$124K - $134K
|
28.9K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.1K- 18.42% |
$130K - $140K
|
4.87K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.23K- 3.34% |
$145K - $156K
|
35.7K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.26K- 10.45% |
$148K - $160K
|
10.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 9.46% |
$162K - $175K
|
13.2K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 5.76% |
$162K - $175K
|
22.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.42K- 4.27% |
$167K - $180K
|
31.8K
$3.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.43K- 6.25% |
$169K - $182K
|
21.5K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.45K- 12.01% |
$171K - $184K
|
10.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.49K- 2.34% |
$176K - $189K
|
62.2K
$7.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.57K- 6.84% |
$185K - $199K
|
21.4K
$2.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.6K- 15.9% |
$189K - $203K
|
8.46K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.64K- 21.82% |
$194K - $209K
|
5.89K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.71K- 1.72% |
$201K - $217K
|
97.4K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 5.2% |
$208K - $224K
|
32.1K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8K- 10.06% |
$213K - $229K
|
16.1K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 3.66% |
$227K - $244K
|
50.6K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.95K- 3.15% |
$230K - $248K
|
60K
$7.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.96K- 1.94% |
$232K - $250K
|
99.2K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 3.13% |
$238K - $257K
|
62.6K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 2.14% |
$266K - $286K
|
103K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 14.4% |
$287K - $309K
|
14.5K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.45K- 20.61% |
$289K - $311K
|
9.42K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.57K- 21.8% |
$303K - $326K
|
9.2K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.72K- 4.78% |
$320K - $345K
|
54.1K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.07K- 12.91% |
$363K - $391K
|
20.7K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.09K- 3.93% |
$365K - $393K
|
75.5K
$9.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 29.22% |
$469K - $505K
|
9.63K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.19K- 7.07% |
$495K - $532K
|
55.1K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.7K- 2.47% |
$555K - $597K
|
185K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.5K- 0.87% |
$649K - $699K
|
624K
$76.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.59K- 0.37% |
$659K - $710K
|
1.49M
$182M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 4.54% |
$667K - $718K
|
119K
$14.5M
|