Btr Capital Management Inc Ishares Tr Msci Usa Esg Select Transaction History

Btr Capital Management Inc

$641 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$78.1 - $97.98 $220,632 - $276,793	-2,825 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$95.76 - $106.67 $270,522 - $301,342	2,825 New	2,825 $300,000

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$196 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$184 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$143 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$123 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$99.9 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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