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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6K- 75.25% |
$708K - $762K
|
1.97K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 2.0% |
$748K - $806K
|
310K
$37.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.48K- 3.81% |
$765K - $823K
|
164K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.8K- 17.64% |
$803K - $864K
|
31.8K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.62K- 36.1% |
$899K - $968K
|
13.5K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.69K- 14.43% |
$1.03M - $1.1M
|
51.6K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.47K- 52.75% |
$1.12M - $1.2M
|
8.48K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.2K- 18.32% |
$1.2M - $1.29M
|
45.4K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 18.71% |
$1.26M - $1.36M
|
46.5K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 2.71% |
$1.27M - $1.37M
|
386K
$47.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11K- 5.55% |
$1.29M - $1.39M
|
186K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11K- 7.18% |
$1.3M - $1.4M
|
143K
$17.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 15.49% |
$1.87M - $2.02M
|
86.5K
$10.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.9K- 29.81% |
$1.88M - $2.02M
|
37.5K
$4.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 25.84% |
$1.92M - $2.07M
|
46.8K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.4K- 1.58% |
$2.17M - $2.33M
|
1.14M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.8K- 3.3% |
$3.16M - $3.4M
|
786K
$95.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.4K- 5.06% |
$3.47M - $3.74M
|
553K
$67.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 81.49% |
$4.57M - $4.92M
|
8.79K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72.9K- 99.98% |
$8.6M - $9.26M
|
12
$1.46K
|