Purchases and Sales Made in Q1 2023 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 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 $12.6M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
45.9K
+ 9.3%
$3.74M - $4.13M
539K $67.1M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
43.3K
+ 34.08%
$3.54M - $3.9M
170K $21.2M
May 04, 2023 Q1 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
26.1K
+ 9.02%
$2.13M - $2.35M
315K $39.2M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
23.9K
+ 6.17%
$1.95M - $2.15M
411K $51.2M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
19.6K
+ 0.63%
$1.6M - $1.77M
3.12M $388M
Apr 12, 2023 Q1 2023
Stewardship Advisors, LLC

BUY
 -
17.8K
+ 42.19%
$1.45M - $1.6M
60K $7.47M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
17K
+ 4.71%
$1.39M - $1.53M
378K $47M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
16.7K
+ 3.14%
$1.36M - $1.5M
547K $68.2M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
15.2K
+ 6.5%
$1.24M - $1.37M
249K $31M
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
13.4K
New
$1.1M - $1.21M
13.4K $1.67M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13.2K
+ 88.57%
$1.07M - $1.18M
28K $3.49M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
10.9K
New
$894K - $985K
10.9K $1.36M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
10.5K
+ 9.07%
$858K - $946K
126K $15.7M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
10.1K
+ 460.79%
$824K - $909K
12.3K $1.53M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
9.84K
+ 3.95%
$803K - $886K
259K $32.2M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.82K
New
$802K - $884K
9.82K $1.22M
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
8.29K
+ 5.96%
$676K - $746K
147K $18.4M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
7.88K
+ 157.77%
$643K - $709K
12.9K $1.6M
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
7.86K
+ 9.9%
$642K - $708K
87.3K $10.9M
Apr 20, 2023 Q1 2023
Strategic Wealth Investment Group, LLC

BUY
 -
7.73K
+ 239.39%
$631K - $696K
11K $1.36M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.63K
+ 63.15%
$623K - $687K
19.7K $2.45M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.24K
+ 60.12%
$591K - $652K
19.3K $2.4M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.13K
+ 70.69%
$582K - $641K
17.2K $2.14M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.89K
+ 5.81%
$563K - $620K
125K $15.6M
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
5.63K
+ 6.37%
$460K - $507K
94.1K $11.7M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
5.53K
+ 641.76%
$452K - $498K
6.39K $796K
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
5.41K
New
$442K - $487K
5.41K $673K
May 08, 2023 Q1 2023
West Coast Financial LLC

BUY
 -
5.18K
New
$423K - $467K
5.18K $645K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.97K
+ 45.46%
$405K - $447K
15.9K $1.98M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.73K
New
$386K - $426K
4.73K $589K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.65K
New
$380K - $419K
4.65K $579K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
4.58K
+ 7.66%
$374K - $412K
64.3K $8M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
4.5K
New
$367K - $405K
4.5K $560K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
3.98K
+ 4.01%
$325K - $358K
103K $12.8M
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
3.96K
+ 8.85%
$323K - $356K
48.7K $6.06M
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
3.71K
+ 34.92%
$303K - $334K
14.4K $1.79M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.62K
+ 103.02%
$295K - $326K
7.13K $888K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.43K
+ 11.29%
$280K - $309K
33.8K $4.21M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
3.35K
+ 1.34%
$273K - $301K
254K $31.6M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.33K
New
$272K - $299K
3.33K $414K
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
3.18K
+ 29.54%
$260K - $287K
14K $1.74M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
3.18K
New
$260K - $287K
3.18K $396K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.12K
+ 2.51%
$254K - $281K
127K $15.8M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
3.09K
New
$252K - $278K
3.09K $384K
Apr 20, 2023 Q1 2023
Mason & Associates Inc

BUY
 -
3.03K
New
$247K - $273K
3.03K $377K
Apr 21, 2023 Q1 2023
First Pacific Financial

BUY
 -
2.99K
+ 73.37%
$244K - $269K
7.07K $880K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
2.88K
+ 37.92%
$235K - $259K
10.5K $1.3M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.72K
+ 3.69%
$222K - $245K
76.3K $9.51M

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