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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.6K+ 5.4% |
$212K - $234K
|
50.8K
$6.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.57KNew |
$210K - $231K
|
2.57K
$320K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.56K+ 21.8% |
$209K - $231K
|
14.3K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$207K - $228K
|
2.54K
$316K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.45KNew |
$200K - $221K
|
2.45K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.43KNew |
$198K - $218K
|
2.43K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.4KNew |
$196K - $216K
|
2.4K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$196K - $216K
|
2.4K
$298K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.39K+ 6.34% |
$195K - $215K
|
40.1K
$4.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
2.37KNew |
$193K - $213K
|
2.37K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$191K - $211K
|
2.34K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.33K+ 14.66% |
$190K - $209K
|
18.2K
$2.27M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.32KNew |
$190K - $209K
|
2.32K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$188K - $208K
|
2.31K
$287K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$188K - $207K
|
2.3K
$286K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.15K+ 36.24% |
$176K - $194K
|
8.09K
$1.01M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.15KNew |
$175K - $193K
|
2.15K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.78K+ 7.09% |
$145K - $160K
|
26.9K
$3.35M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.75KNew |
$143K - $158K
|
1.75K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 15.87% |
$137K - $151K
|
12.2K
$1.52M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.53KNew |
$125K - $137K
|
1.53K
$190K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.47K+ 1.59% |
$120K - $132K
|
94.1K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.44K+ 6.11% |
$117K - $130K
|
25K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.39K+ 43.06% |
$113K - $125K
|
4.62K
$575K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.36K+ 31.53% |
$111K - $122K
|
5.67K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.27K+ 19.05% |
$104K - $114K
|
7.94K
$989K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.23K+ 6.69% |
$100K - $110K
|
19.5K
$2.43M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 5.91% |
$96.3K - $106K
|
21.1K
$2.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.17KNew |
$95.5K - $105K
|
1.17K
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.12K+ 46.23% |
$91K - $100K
|
3.53K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.09K+ 51.9% |
$89.2K - $98.4K
|
3.2K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.07K+ 8.3% |
$87.6K - $96.6K
|
14K
$1.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1.05K+ 2.63% |
$85.5K - $94.2K
|
40.9K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
$81.6K - $90K
|
1K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
989+ 19.07% |
$80.7K - $89K
|
6.18K
$769K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
953+ 6.17% |
$77.8K - $85.8K
|
16.4K
$2.04M
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
905+ 13.47% |
$73.9K - $81.5K
|
7.63K
$950K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
868+ 29.57% |
$70.9K - $78.1K
|
3.8K
$474K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
865New |
$70.6K - $77.9K
|
865
$108K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
860+ 17.72% |
$70.2K - $77.4K
|
5.71K
$711K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
855+ 27.83% |
$69.8K - $77K
|
3.93K
$489K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
855+ 27.83% |
$69.8K - $77K
|
3.93K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
825+ 1.51% |
$67.4K - $74.3K
|
55.6K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
749+ 21.34% |
$61.1K - $67.4K
|
4.26K
$530K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
731+ 5.27% |
$59.7K - $65.8K
|
14.6K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
730+ 1.42% |
$59.6K - $65.7K
|
52.1K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
720+ 201.68% |
$58.8K - $64.8K
|
1.08K
$134K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
714+ 8.92% |
$58.3K - $64.3K
|
8.71K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
693+ 0.97% |
$56.6K - $62.4K
|
72K
$8.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
585+ 1.71% |
$47.8K - $52.7K
|
34.8K
$4.33M
|