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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
117+ 2.0% |
$10.5K - $12.4K
|
5.98K
$744K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
112+ 1.36% |
$10K - $11.9K
|
8.37K
$1.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
108+ 14.9% |
$9.66K - $11.5K
|
833
$104K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 2.21% |
$8.95K - $10.6K
|
4.63K
$576K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
100+ 1.32% |
$8.95K - $10.6K
|
7.66K
$954K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
76+ 2.94% |
$6.8K - $8.08K
|
2.67K
$332K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76+ 13.72% |
$6.8K - $8.08K
|
630
$78.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
61+ 105.17% |
$5.46K - $6.49K
|
119
$14.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
50+ 0.4% |
$4.47K - $5.32K
|
12.5K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
50+ 1.2% |
$4.47K - $5.32K
|
4.2K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
48New |
$4.29K - $5.1K
|
48
$5.98K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
40+ 1.06% |
$3.58K - $4.25K
|
3.83K
$476K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39+ 0.15% |
$3.49K - $4.15K
|
26.8K
$3.34M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
36+ 0.56% |
$3.22K - $3.83K
|
6.44K
$801K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
35+ 0.77% |
$3.13K - $3.72K
|
4.57K
$569K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
33+ 1.09% |
$2.95K - $3.51K
|
3.07K
$382K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
30+ 0.37% |
$2.68K - $3.19K
|
8.14K
$1.01M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
25New |
$2.24K - $2.66K
|
25
$3.11K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
21+ 3.06% |
$1.88K - $2.23K
|
708
$88.2K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
20+ 100.0% |
$1.79K - $2.13K
|
40
$4.98K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 0.82% |
$1.79K - $2.13K
|
2.45K
$305K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
20+ 0.5% |
$1.79K - $2.13K
|
4.06K
$505K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20+ 0.29% |
$1.79K - $2.13K
|
6.88K
$857K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15+ 0.08% |
$1.34K - $1.6K
|
19.1K
$2.38M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.55% |
$1.07K - $1.28K
|
2.21K
$275K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
12+ 0.25% |
$1.07K - $1.28K
|
4.85K
$604K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$984 - $1.17K
|
3.52K
$438K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
10+ 0.21% |
$895 - $1.06K
|
4.83K
$601K
|
|
|
Apr 14, 2022
Q1 2022
|
Sl Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$805 - $957
|
3.25K
$405K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.22% |
$805 - $957
|
4.06K
$505K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
8+ 0.3% |
$716 - $851
|
2.65K
$330K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.21% |
$537 - $638
|
2.93K
$364K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.6% |
$537 - $638
|
1.01K
$126K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.11% |
$537 - $638
|
5.49K
$684K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5+ 17.86% |
$447 - $532
|
33
$4.11K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
4+ 0.16% |
$358 - $425
|
2.53K
$315K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.09% |
$358 - $425
|
4.27K
$532K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$358 - $425
|
2.24K
$279K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.28% |
$268 - $319
|
1.09K
$136K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.05% |
$179 - $213
|
4.06K
$505K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$179 - $213
|
1.36K
$170K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.73% |
$89.5 - $106
|
138
$17.2K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1New |
$89.5 - $106
|
1
$125
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.27% |
$89.5 - $106
|
375
$46.7K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.25% |
$89.5 - $106
|
402
$50.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$179 - $213
|
12.3K
$1.53M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2Closed |
$179 - $213
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-5- 0.06% |
$447 - $532
|
8.95K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7- 0.16% |
$626 - $744
|
4.47K
$557K
|