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 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4.13K
New
$369K - $439K
4.13K $507K
Apr 18, 2022 Q1 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
4.03K
+ 8.03%
$361K - $429K
54.2K $6.66M
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
3.72K
New
$333K - $396K
3.72K $457K
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
3.68K
New
$329K - $391K
3.68K $451K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
3.36K
+ 5.06%
$300K - $357K
69.7K $8.56M
Apr 26, 2022 Q1 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
3.34K
New
$299K - $355K
3.34K $410K
May 05, 2022 Q1 2022
Levy Wealth Management Group, LLC

BUY
 -
3.12K
New
$279K - $331K
3.12K $382K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
3.05K
+ 4.66%
$273K - $325K
68.6K $8.42M
May 12, 2022 Q1 2022
Jsf Financial, LLC

BUY
 -
2.93K
New
$262K - $311K
2.93K $359K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
2.71K
+ 0.99%
$242K - $288K
275K $33.7M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
2.56K
+ 25.07%
$229K - $272K
12.7K $1.56M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
2.52K
New
$225K - $268K
2.52K $309K
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
2.5K
+ 3.56%
$224K - $266K
72.7K $8.93M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
2.42K
New
$216K - $257K
2.42K $297K
Apr 21, 2022 Q1 2022
Western Pacific Wealth Management, LP

BUY
 -
2.3K
+ 958.33%
$206K - $245K
2.54K $312K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.28K
+ 5.6%
$204K - $243K
43K $5.28M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
2.26K
New
$203K - $241K
2.26K $278K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.23K
New
$200K - $238K
2.23K $274K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
2.19K
+ 59.74%
$196K - $233K
5.85K $718K
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

BUY
 -
2.12K
+ 13.24%
$190K - $225K
18.1K $2.22M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.07K
+ 1.24%
$185K - $220K
169K $20.8M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
2.04K
+ 37.02%
$183K - $217K
7.56K $928K
May 13, 2022 Q1 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
2.04K
+ 58.57%
$182K - $217K
5.52K $677K
Apr 19, 2022 Q1 2022
Hilltop Wealth Advisors, LLC

BUY
 -
1.74K
+ 15.38%
$156K - $185K
13K $1.6M
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
1.68K
+ 72.2%
$150K - $179K
4.01K $492K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.65K
New
$148K - $175K
1.65K $202K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.63K
+ 8.67%
$146K - $173K
20.4K $2.5M
Apr 13, 2022 Q1 2022
Abacus Planning Group, Inc.

BUY
 -
1.56K
+ 74.36%
$140K - $166K
3.67K $450K
May 12, 2022 Q1 2022
Destination Wealth Management

BUY
 -
1.51K
+ 5.35%
$135K - $160K
29.7K $3.64M
May 25, 2022 Q1 2022
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.47K
+ 13.26%
$132K - $157K
12.6K $1.55M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.42K
+ 11.05%
$127K - $151K
14.3K $1.75M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.41K
+ 163.92%
$126K - $150K
2.28K $279K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.29K
+ 7.83%
$115K - $137K
17.7K $2.18M
Apr 27, 2022 Q1 2022
Long Run Wealth Advisors, LLC

BUY
 -
1.28K
+ 3.58%
$115K - $137K
37.1K $4.55M
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.28K
+ 10.69%
$114K - $136K
13.2K $1.62M
May 12, 2022 Q1 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
1.25K
+ 18.36%
$112K - $133K
8.08K $992K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.23K
+ 13.81%
$110K - $131K
10.2K $1.25M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
1.23K
+ 5.34%
$110K - $131K
24.3K $2.98M
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

BUY
 -
1.18K
+ 6.36%
$106K - $126K
19.7K $2.42M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.07K
+ 14.13%
$95.6K - $114K
8.63K $1.06M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.03K
+ 25.22%
$92.4K - $110K
5.13K $630K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.03K
+ 22.67%
$92.4K - $110K
5.59K $686K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.01K
+ 11.49%
$90.1K - $107K
9.77K $1.2M
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1K
+ 7.53%
$89.6K - $107K
14.3K $1.76M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
989
+ 28.26%
$88.5K - $105K
4.49K $551K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
940
+ 11.2%
$84.1K - $100K
9.34K $1.15M
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
890
New
$79.6K - $94.7K
890 $109K
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
879
+ 17.64%
$78.6K - $93.5K
5.86K $719K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
875
+ 11.54%
$78.3K - $93.1K
8.46K $1.04M

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