Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q1 2022. 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
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
558K
+ 3502.43%
$49.9M - $59.4M
574K $70.5M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
255K
+ 14.51%
$22.8M - $27.1M
2.01M $247M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
95.7K
+ 98.93%
$8.56M - $10.2M
193K $23.6M
May 10, 2022 Q1 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
93.6K
+ 23.29%
$8.37M - $9.95M
496K $60.8M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
90.9K
+ 14.8%
$8.13M - $9.67M
705K $86.6M
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
78.8K
+ 102.03%
$7.05M - $8.38M
156K $19.2M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
74.2K
+ 630.68%
$6.63M - $7.89M
85.9K $10.5M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
60.5K
+ 6.31%
$5.41M - $6.44M
1.02M $125M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
42.6K
New
$3.81M - $4.53M
42.6K $5.22M
May 16, 2022 Q1 2022
Acorns Advisers, LLC

Irvine, CA
BUY
 -
40.2K
+ 25.06%
$3.6M - $4.28M
201K $24.6M
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
BUY
 -
36.8K
+ 11.83%
$3.3M - $3.92M
348K $42.7M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
31.5K
New
$2.81M - $3.35M
31.5K $3.86M
May 06, 2022 Q1 2022
Laird Norton Trust Company, LLC

BUY
 -
27.1K
New
$2.42M - $2.88M
27.1K $3.32M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
25.5K
+ 7.96%
$2.28M - $2.71M
345K $42.4M
May 02, 2022 Q1 2022
Corundum Group, Inc.

BUY
 -
23.9K
+ 641.71%
$2.14M - $2.54M
27.6K $3.39M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
23.3K
New
$2.09M - $2.48M
23.3K $2.87M
Apr 25, 2022 Q1 2022
Tradewinds Capital Management, LLC

BUY
 -
21.8K
+ 7.91%
$1.95M - $2.32M
297K $36.5M
May 27, 2022 Q1 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
21.2K
+ 22.13%
$1.9M - $2.25M
117K $14.4M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
21K
+ 95.48%
$1.88M - $2.24M
43.1K $5.29M
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
19.2K
+ 9.66%
$1.72M - $2.04M
218K $26.8M
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
19.1K
+ 434.21%
$1.7M - $2.03M
23.4K $2.88M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
18.8K
New
$1.68M - $2M
18.8K $2.3M
May 02, 2022 Q1 2022
Spinnaker Trust

BUY
 -
17.1K
+ 1.61%
$1.53M - $1.82M
1.08M $132M
Apr 08, 2022 Q1 2022
Trust CO

BUY
 -
16.3K
+ 7927.67%
$1.46M - $1.74M
16.5K $2.03M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
16.3K
+ 368.68%
$1.46M - $1.74M
20.8K $2.55M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
14.7K
New
$1.31M - $1.56M
14.7K $1.8M
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
13.5K
+ 32.97%
$1.21M - $1.44M
54.6K $6.71M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
13.1K
New
$1.17M - $1.39M
13.1K $1.6M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
11.5K
+ 12.61%
$1.03M - $1.23M
103K $12.7M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
11.1K
+ 4.85%
$992K - $1.18M
240K $29.4M
Apr 21, 2022 Q1 2022
Simmons Bank

BUY
 -
9.96K
+ 41.76%
$891K - $1.06M
33.8K $4.15M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
8.65K
New
$773K - $919K
8.65K $1.06M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
8.49K
+ 0.76%
$760K - $903K
1.12M $138M
Apr 14, 2022 Q1 2022
Divergent Planning, LLC

BUY
 -
6.84K
+ 5.68%
$612K - $728K
127K $15.6M
Apr 13, 2022 Q1 2022
Carret Asset Management, LLC

BUY
 -
6.72K
New
$601K - $715K
6.72K $825K
May 06, 2022 Q1 2022
Accredited Investors Inc.

BUY
 -
6.66K
+ 17.8%
$596K - $709K
44.1K $5.41M
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
6.54K
+ 105.34%
$585K - $696K
12.8K $1.57M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.38K
+ 9.5%
$571K - $679K
73.5K $9.03M
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
5.77K
+ 42.33%
$516K - $613K
19.4K $2.38M
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
5.72K
+ 6.5%
$511K - $608K
93.7K $11.5M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
5.48K
New
$491K - $583K
5.48K $673K
Apr 25, 2022 Q1 2022
Ledyard National Bank

BUY
 -
5.21K
+ 33.84%
$466K - $554K
20.6K $2.53M
Apr 11, 2022 Q1 2022
Stewardship Advisors, LLC

BUY
 -
4.81K
+ 6.37%
$431K - $512K
80.4K $9.87M
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
4.81K
+ 50.99%
$430K - $511K
14.2K $1.75M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.7K
+ 16.91%
$421K - $500K
32.5K $3.99M
Apr 24, 2024 Q1 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
4.6K
+ 16.91%
$411K - $489K
31.8K $3.9M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
4.55K
+ 74.25%
$407K - $484K
10.7K $1.31M
May 10, 2022 Q1 2022
Miramar Capital, LLC

BUY
 -
4.42K
New
$395K - $470K
4.42K $543K
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

BUY
 -
4.27K
New
$382K - $454K
4.27K $525K

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