Purchases and Sales Made in Q1 2022 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 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 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
869+ 8.56% |
$77.7K - $92.4K
|
11K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
775+ 4.48% |
$69.3K - $82.4K
|
18.1K
$2.22M
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
767+ 11.68% |
$68.6K - $81.6K
|
7.34K
$901K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
726+ 6.22% |
$64.9K - $77.2K
|
12.4K
$1.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
710+ 76.67% |
$63.5K - $75.5K
|
1.64K
$201K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
683+ 19.54% |
$61.1K - $72.6K
|
4.18K
$513K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
680+ 8.8% |
$60.8K - $72.3K
|
8.4K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
665+ 10.96% |
$59.5K - $70.7K
|
6.73K
$827K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
603+ 20.35% |
$53.9K - $64.1K
|
3.57K
$438K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
592+ 12.73% |
$53K - $63K
|
5.24K
$643K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
557+ 2.34% |
$49.8K - $59.2K
|
24.4K
$2.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
539+ 4.75% |
$48.2K - $57.3K
|
11.9K
$1.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
526+ 11.73% |
$47.1K - $55.9K
|
5.01K
$615K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
500+ 56.5% |
$44.7K - $53.2K
|
1.39K
$170K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
488+ 5.17% |
$43.7K - $51.9K
|
9.93K
$1.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
434+ 3.51% |
$38.8K - $46.2K
|
12.8K
$1.57M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
411+ 1.18% |
$36.8K - $43.7K
|
35.1K
$4.31M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
401+ 6.26% |
$35.9K - $42.6K
|
6.8K
$835K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
375+ 11.53% |
$33.5K - $39.9K
|
3.63K
$445K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
345+ 25.56% |
$30.9K - $36.7K
|
1.7K
$208K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
338+ 1.74% |
$30.2K - $35.9K
|
19.7K
$2.42M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
328+ 1.24% |
$29.3K - $34.9K
|
26.9K
$3.3M
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
295+ 6.86% |
$26.4K - $31.4K
|
4.6K
$564K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
280New |
$25K - $29.8K
|
280
$34.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
275+ 7.96% |
$24.6K - $29.2K
|
3.73K
$458K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
269+ 12.83% |
$24.1K - $28.6K
|
2.37K
$290K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 10.87% |
$23.8K - $28.3K
|
2.71K
$333K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
250+ 3.44% |
$22.4K - $26.6K
|
7.52K
$923K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
218+ 1.11% |
$19.5K - $23.2K
|
19.8K
$2.43M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
203New |
$18.2K - $21.6K
|
203
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 1.82% |
$17.9K - $21.3K
|
11.2K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
200New |
$17.9K - $21.3K
|
200
$24.6K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
198+ 1.01% |
$17.7K - $21.1K
|
19.7K
$2.42M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
197+ 8.31% |
$17.6K - $21K
|
2.57K
$315K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
196+ 6.72% |
$17.5K - $20.8K
|
3.11K
$382K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
195+ 5.73% |
$17.4K - $20.7K
|
3.6K
$442K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
186+ 0.87% |
$16.6K - $19.8K
|
21.6K
$2.65M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
184+ 3.16% |
$16.5K - $19.6K
|
6.01K
$738K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
165+ 2.52% |
$14.8K - $17.5K
|
6.72K
$825K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
165+ 0.31% |
$14.8K - $17.5K
|
53.9K
$6.62M
|
|
|
May 09, 2022
Q1 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
154+ 2.59% |
$13.8K - $16.4K
|
6.1K
$749K
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
152+ 5.14% |
$13.6K - $16.2K
|
3.11K
$381K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
145+ 0.15% |
$13K - $15.4K
|
97.1K
$11.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
138New |
$12.3K - $14.7K
|
138
$16.9K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
134+ 4.16% |
$12K - $14.3K
|
3.36K
$412K
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
131+ 4.85% |
$11.7K - $13.9K
|
2.83K
$348K
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
129+ 2.85% |
$11.5K - $13.7K
|
4.66K
$572K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
126+ 7.18% |
$11.3K - $13.4K
|
1.88K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
126+ 3.26% |
$11.3K - $13.4K
|
3.99K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
121+ 4.61% |
$10.8K - $12.9K
|
2.75K
$337K
|