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 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 16.13% |
$895 - $1.06K
|
52
$6.47K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11Closed |
$984 - $1.17K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21- 0.68% |
$1.88K - $2.23K
|
3.09K
$384K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-30- 0.91% |
$2.68K - $3.19K
|
3.27K
$407K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-34- 4.68% |
$3.04K - $3.62K
|
693
$86.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-37- 0.21% |
$3.31K - $3.93K
|
17.3K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44- 0.19% |
$3.94K - $4.68K
|
23.6K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45- 0.13% |
$4.03K - $4.79K
|
34K
$4.23M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-45- 1.34% |
$4.03K - $4.79K
|
3.3K
$411K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-45- 1.29% |
$4.03K - $4.79K
|
3.45K
$429K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-47- 1.23% |
$4.2K - $5K
|
3.76K
$468K
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-58- 2.7% |
$5.19K - $6.17K
|
2.09K
$260K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-63- 1.72% |
$5.64K - $6.7K
|
3.61K
$449K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-65- 2.17% |
$5.81K - $6.91K
|
2.94K
$366K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-77- 1.72% |
$6.89K - $8.19K
|
4.4K
$548K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-79- 2.93% |
$7.07K - $8.4K
|
2.62K
$326K
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-85- 2.95% |
$7.6K - $9.04K
|
2.8K
$349K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-90- 0.35% |
$8.05K - $9.57K
|
25.3K
$3.16M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-100- 1.57% |
$8.95K - $10.6K
|
6.28K
$782K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 57.8% |
$8.95K - $10.6K
|
73
$9.09K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-112- 0.72% |
$10K - $11.9K
|
15.4K
$1.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-117- 2.2% |
$10.5K - $12.4K
|
5.19K
$646K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-121- 0.93% |
$10.8K - $12.9K
|
12.9K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-122- 2.44% |
$10.9K - $13K
|
4.87K
$606K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-147- 1.1% |
$13.1K - $15.6K
|
13.2K
$1.64M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-149- 6.38% |
$13.3K - $15.8K
|
2.19K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150Closed |
$13.4K - $16K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-150- 2.71% |
$13.4K - $16K
|
5.39K
$671K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-167- 2.9% |
$14.9K - $17.8K
|
5.59K
$697K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-172- 2.67% |
$15.4K - $18.3K
|
6.27K
$780K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-185- 0.77% |
$16.5K - $19.7K
|
23.7K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-202- 3.4% |
$18.1K - $21.5K
|
5.73K
$714K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-207- 7.4% |
$18.5K - $22K
|
2.59K
$323K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-215- 3.41% |
$19.2K - $22.9K
|
6.1K
$759K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-224- 7.76% |
$20K - $23.8K
|
2.66K
$332K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-236- 2.31% |
$21.1K - $25.1K
|
9.98K
$1.24M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-247- 3.23% |
$22.1K - $26.3K
|
7.41K
$922K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-268Closed |
$24K - $28.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-269- 0.76% |
$24.1K - $28.6K
|
35.1K
$4.37M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 11.32% |
$24.2K - $28.7K
|
2.12K
$263K
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-272- 3.11% |
$24.3K - $28.9K
|
8.47K
$1.05M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-281- 3.41% |
$25.1K - $29.9K
|
7.96K
$991K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-330- 12.12% |
$29.5K - $35.1K
|
2.39K
$298K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-352- 12.02% |
$31.5K - $37.4K
|
2.58K
$321K
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-358- 10.08% |
$32K - $38.1K
|
3.2K
$398K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-367- 7.05% |
$32.8K - $39K
|
4.84K
$603K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-394- 1.51% |
$35.2K - $41.9K
|
25.7K
$3.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-402- 1.14% |
$36K - $42.8K
|
34.7K
$4.32M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-415- 14.84% |
$37.1K - $44.1K
|
2.38K
$297K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-443- 1.76% |
$39.6K - $47.1K
|
24.8K
$3.09M
|