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
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-2.27K
- 8.34%
$203K - $241K
24.9K $3.06M
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-2.3K
- 17.4%
$206K - $245K
10.9K $1.34M
May 16, 2022 Q1 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-2.33K
Closed
$209K - $248K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-2.35K
- 10.79%
$210K - $250K
19.4K $2.39M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-2.53K
- 4.65%
$227K - $269K
52K $6.38M
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-2.58K
Closed
$231K - $275K
0 $0
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-2.59K
- 19.96%
$232K - $275K
10.4K $1.27M
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.64K
Closed
$236K - $280K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.87K
Closed
$257K - $305K
0 $0
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-2.91K
- 48.47%
$260K - $309K
3.09K $379K
Apr 28, 2022 Q1 2022
Fusion Family Wealth LLC

SELL
 -
-3.03K
Closed
$271K - $322K
0 $0
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-3.12K
Closed
$279K - $332K
0 $0
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
SELL
 -
-3.13K
- 1.23%
$280K - $333K
252K $31M
Aug 02, 2022 Q1 2022
Mmbg Investment Advisors Co.

SELL
 -
-3.15K
- 44.06%
$282K - $335K
4K $491K
May 06, 2022 Q1 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-3.2K
- 45.88%
$286K - $341K
3.78K $464K
May 13, 2022 Q1 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-3.26K
Closed
$291K - $346K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.31K
Closed
$296K - $351K
0 $0
May 13, 2022 Q1 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-3.55K
Closed
$318K - $378K
0 $0
May 13, 2022 Q1 2022
9258 Wealth Management, LLC

SELL
 -
-3.64K
Closed
$326K - $387K
0 $0
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-4.01K
- 18.81%
$359K - $427K
17.3K $2.13M
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-4.37K
Closed
$391K - $464K
0 $0
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.43K
- 1.15%
$396K - $471K
380K $46.6M
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-4.6K
- 24.73%
$411K - $489K
14K $1.72M
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-4.84K
- 26.13%
$433K - $515K
13.7K $1.68M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.96K
- 6.29%
$444K - $528K
74K $9.08M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-5.06K
- 87.63%
$453K - $538K
714 $87.7K
May 09, 2022 Q1 2022
Fiera Capital Corp

Montreal, A8
SELL
 -
-5.78K
Closed
$517K - $615K
0 $0
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-7.17K
Closed
$641K - $762K
0 $0
May 16, 2022 Q1 2022
Roof Eidam & Maycock

SELL
 -
-7.45K
- 4.49%
$667K - $793K
158K $19.4M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-8.26K
- 21.33%
$739K - $878K
30.5K $3.74M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-8.38K
- 10.29%
$750K - $891K
73.1K $8.97M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-8.41K
Closed
$752K - $895K
0 $0
May 12, 2022 Q1 2022
St Germain D J CO Inc

Springfield, MA
SELL
 -
-9.9K
Closed
$885K - $1.05M
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-10.1K
Closed
$908K - $1.08M
0 $0
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-10.6K
Closed
$948K - $1.13M
0 $0
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-11.6K
- 15.61%
$1.04M - $1.23M
62.7K $7.7M
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-12.8K
- 7.39%
$1.14M - $1.36M
160K $19.6M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

SELL
 -
-13.3K
- 10.71%
$1.19M - $1.42M
111K $13.6M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-14.8K
- 34.45%
$1.32M - $1.57M
28.1K $3.46M
May 06, 2022 Q1 2022
3 Edge Asset Management, LP

SELL
 -
-15.1K
- 18.0%
$1.35M - $1.61M
69K $8.47M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-15.3K
- 24.91%
$1.37M - $1.62M
46K $5.65M
Apr 12, 2022 Q1 2022
First Affirmative Financial Network

SELL
 -
-15.3K
- 85.07%
$1.37M - $1.63M
2.69K $330K
May 09, 2022 Q1 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-16.3K
- 61.9%
$1.45M - $1.73M
10K $1.23M
May 06, 2022 Q1 2022
Mmbg Investment Advisors Co.

SELL
 -
-16.3K
- 69.48%
$1.46M - $1.73M
7.15K $878K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-16.6K
Closed
$1.48M - $1.76M
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-17.8K
- 3.22%
$1.59M - $1.89M
534K $65.6M
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-18.8K
- 94.61%
$1.68M - $2M
1.07K $131K
May 10, 2022 Q1 2022
Core Alternative Capital

SELL
 -
-21.9K
Closed
$1.96M - $2.33M
0 $0
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-28.4K
- 4.34%
$2.54M - $3.02M
627K $76.9M

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