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 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
515
+ 3.7%
$42K - $46.4K
14.5K $1.8M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
505
+ 22.84%
$41.2K - $45.5K
2.72K $338K
May 15, 2023 Q1 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
482
+ 15.44%
$39.4K - $43.4K
3.6K $449K
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
450
+ 8.28%
$36.7K - $40.5K
5.88K $732K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
409
+ 0.38%
$33.4K - $36.8K
108K $13.5M
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
378
+ 3.47%
$30.9K - $34K
11.3K $1.4M
Apr 28, 2023 Q1 2023
Pathway Financial Advisors LLC

BUY
 -
350
+ 10.52%
$28.6K - $31.5K
3.68K $458K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
331
+ 12.76%
$27K - $29.8K
2.93K $364K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
325
+ 2.74%
$26.5K - $29.3K
12.2K $1.52M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
323
+ 1.47%
$26.4K - $29.1K
22.3K $2.77M
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

BUY
 -
301
+ 5.58%
$24.6K - $27.1K
5.7K $709K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
296
+ 1.55%
$24.2K - $26.6K
19.4K $2.41M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
283
+ 4.88%
$23.1K - $25.5K
6.09K $758K
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
270
+ 0.97%
$22K - $24.3K
28.2K $3.51M
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
238
New
$19.4K - $21.4K
238 $29.6K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
238
+ 2.81%
$19.4K - $21.4K
8.71K $1.08M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
224
+ 24.53%
$18.3K - $20.2K
1.14K $142K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
223
+ 1013.64%
$18.2K - $20.1K
245 $30.5K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
214
+ 6.01%
$17.5K - $19.3K
3.77K $470K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
210
New
$17.1K - $18.9K
210 $26.1K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
195
+ 0.28%
$15.9K - $17.6K
70.4K $8.77M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
175
New
$14.3K - $15.8K
175 $21.8K
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
163
+ 3.33%
$13.3K - $14.7K
5.06K $630K
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
145
+ 2.7%
$11.8K - $13.1K
5.51K $687K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
143
+ 100.7%
$11.7K - $12.9K
285 $35.5K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
141
+ 102.17%
$11.5K - $12.7K
279 $34.7K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
136
New
$11.1K - $12.2K
136 $16.9K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
130
+ 6.38%
$10.6K - $11.7K
2.17K $270K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
130
+ 1.36%
$10.6K - $11.7K
9.66K $1.2M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
118
+ 1.37%
$9.63K - $10.6K
8.73K $1.09M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
113
+ 1.32%
$9.23K - $10.2K
8.67K $1.08M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
93
+ 1.94%
$7.59K - $8.37K
4.88K $607K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
82
+ 1.34%
$6.69K - $7.38K
6.22K $775K
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
76
+ 2.86%
$6.2K - $6.84K
2.74K $341K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
67
+ 6.08%
$5.47K - $6.03K
1.17K $146K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
65
+ 1.16%
$5.31K - $5.85K
5.68K $707K
Apr 28, 2023 Q1 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
65
+ 0.89%
$5.31K - $5.85K
7.4K $921K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
60
+ 0.53%
$4.9K - $5.4K
11.3K $1.4M
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
55
+ 1.17%
$4.49K - $4.95K
4.74K $590K
Apr 19, 2023 Q1 2023
Hilltop Wealth Advisors, LLC

BUY
 -
53
+ 0.24%
$4.33K - $4.77K
21.8K $2.72M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
49
+ 0.21%
$4K - $4.41K
23.9K $2.97M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
47
+ 0.14%
$3.84K - $4.23K
34.4K $4.28M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
42
+ 5.88%
$3.43K - $3.78K
756 $94.1K
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
41
+ 0.31%
$3.35K - $3.69K
13.2K $1.64M
Dec 19, 2024 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
39
+ 3.57%
$3.18K - $3.51K
1.13K $141K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
32
+ 0.34%
$2.61K - $2.88K
9.58K $1.19M
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
30
+ 0.72%
$2.45K - $2.7K
4.18K $520K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
30
New
$2.45K - $2.7K
30 $3.74K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
30
+ 0.76%
$2.45K - $2.7K
3.96K $493K

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