Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.3K+ 91.52% |
$3.94M - $4.34M
|
101K
$12.4M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
45.9K+ 9.3% |
$3.74M - $4.13M
|
539K
$66.2M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.3K+ 34.08% |
$3.54M - $3.9M
|
170K
$20.9M
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
26.1K+ 9.02% |
$2.13M - $2.35M
|
315K
$38.7M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
23.9K+ 6.17% |
$1.95M - $2.15M
|
411K
$50.5M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6K+ 0.63% |
$1.6M - $1.77M
|
3.12M
$383M
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
17.8K+ 42.19% |
$1.45M - $1.6M
|
60K
$7.36M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17K+ 4.71% |
$1.39M - $1.53M
|
378K
$46.4M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.7K+ 3.14% |
$1.36M - $1.5M
|
547K
$67.2M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 6.5% |
$1.24M - $1.37M
|
249K
$30.5M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4K+ 244.03% |
$1.18M - $1.3M
|
20.4K
$2.5M
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$1.1M - $1.21M
|
13.4K
$1.65M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 88.57% |
$1.07M - $1.18M
|
28K
$3.44M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$894K - $985K
|
10.9K
$1.34M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.5K+ 9.07% |
$858K - $946K
|
126K
$15.5M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1K+ 460.79% |
$824K - $909K
|
12.3K
$1.51M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9.84K+ 3.95% |
$803K - $886K
|
259K
$31.8M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.82KNew |
$802K - $884K
|
9.82K
$1.21M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.29K+ 5.96% |
$676K - $746K
|
147K
$18.1M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.88K+ 157.77% |
$643K - $709K
|
12.9K
$1.58M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.86K+ 9.9% |
$642K - $708K
|
87.3K
$10.7M
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.73K+ 239.39% |
$631K - $696K
|
11K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.63K+ 63.15% |
$623K - $687K
|
19.7K
$2.42M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.24K+ 60.12% |
$591K - $652K
|
19.3K
$2.37M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.13K+ 70.69% |
$582K - $641K
|
17.2K
$2.11M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.89K+ 5.81% |
$563K - $620K
|
125K
$15.4M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.63K+ 6.37% |
$460K - $507K
|
94.1K
$11.5M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.53K+ 641.76% |
$452K - $498K
|
6.39K
$785K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.41KNew |
$442K - $487K
|
5.41K
$664K
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.18KNew |
$423K - $467K
|
5.18K
$636K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 45.46% |
$405K - $447K
|
15.9K
$1.95M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73KNew |
$386K - $426K
|
4.73K
$581K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.65KNew |
$380K - $419K
|
4.65K
$571K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
4.58K+ 7.66% |
$374K - $412K
|
64.3K
$7.89M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.5KNew |
$367K - $405K
|
4.5K
$552K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.98K+ 4.01% |
$325K - $358K
|
103K
$12.7M
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.96K+ 8.85% |
$323K - $356K
|
48.7K
$5.98M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.71K+ 34.92% |
$303K - $334K
|
14.4K
$1.76M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.62K+ 103.02% |
$295K - $326K
|
7.13K
$876K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.43K+ 11.29% |
$280K - $309K
|
33.8K
$4.15M
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.35K+ 1.34% |
$273K - $301K
|
254K
$31.1M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.33KNew |
$272K - $299K
|
3.33K
$408K
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
3.18K+ 29.54% |
$260K - $287K
|
14K
$1.71M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.18KNew |
$260K - $287K
|
3.18K
$391K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 2.51% |
$254K - $281K
|
127K
$15.6M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09KNew |
$252K - $278K
|
3.09K
$379K
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
3.03KNew |
$247K - $273K
|
3.03K
$372K
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
2.99K+ 73.37% |
$244K - $269K
|
7.07K
$867K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.88K+ 37.92% |
$235K - $259K
|
10.5K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 3.69% |
$222K - $245K
|
76.3K
$9.37M
|