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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-74- 0.61% |
$6.04K - $6.66K
|
12.1K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-85- 0.67% |
$6.94K - $7.65K
|
12.6K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-88- 97.78% |
$7.18K - $7.92K
|
2
$249
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-91- 1.36% |
$7.43K - $8.19K
|
6.62K
$824K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-94- 0.38% |
$7.67K - $8.46K
|
24.5K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-97- 8.18% |
$7.92K - $8.73K
|
1.09K
$136K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-98- 0.34% |
$8K - $8.82K
|
28.7K
$3.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.11% |
$8.16K - $9K
|
1.86K
$231K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-102- 27.49% |
$8.33K - $9.18K
|
269
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-104- 0.99% |
$8.49K - $9.36K
|
10.5K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-105- 2.88% |
$8.57K - $9.45K
|
3.55K
$442K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-107- 1.05% |
$8.74K - $9.63K
|
10K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-108- 12.97% |
$8.82K - $9.72K
|
725
$90.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-111- 0.54% |
$9.06K - $9.99K
|
20.4K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-132- 2.18% |
$10.8K - $11.9K
|
5.93K
$738K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-135- 2.3% |
$11K - $12.2K
|
5.73K
$713K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-135- 3.82% |
$11K - $12.2K
|
3.4K
$423K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-141- 1.45% |
$11.5K - $12.7K
|
9.59K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-145- 3.73% |
$11.8K - $13.1K
|
3.74K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-163- 0.69% |
$13.3K - $14.7K
|
23.4K
$2.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-173- 0.96% |
$14.1K - $15.6K
|
17.9K
$2.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-174- 3.22% |
$14.2K - $15.7K
|
5.23K
$651K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-175- 1.17% |
$14.3K - $15.8K
|
14.8K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-176- 1.36% |
$14.4K - $15.8K
|
12.8K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-178- 4.89% |
$14.5K - $16K
|
3.46K
$431K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-180- 1.19% |
$14.7K - $16.2K
|
15K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 34.01% |
$16.3K - $18K
|
388
$48.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-218- 7.08% |
$17.8K - $19.6K
|
2.86K
$356K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-222- 3.43% |
$18.1K - $20K
|
6.24K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-223- 91.02% |
$18.2K - $20.1K
|
22
$2.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-225- 1.81% |
$18.4K - $20.3K
|
12.2K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-238- 3.96% |
$19.4K - $21.4K
|
5.77K
$718K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-240- 1.48% |
$19.6K - $21.6K
|
16K
$1.99M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-250- 5.44% |
$20.4K - $22.5K
|
4.35K
$541K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-253- 1.93% |
$20.7K - $22.8K
|
12.8K
$1.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-265- 32.68% |
$21.6K - $23.9K
|
546
$68K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-282- 16.29% |
$23K - $25.4K
|
1.45K
$180K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-325- 23.72% |
$26.5K - $29.3K
|
1.05K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-331- 11.31% |
$27K - $29.8K
|
2.6K
$323K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-335- 4.02% |
$27.3K - $30.2K
|
7.99K
$995K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-344- 6.92% |
$28.1K - $31K
|
4.63K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-350- 12.21% |
$28.6K - $31.5K
|
2.52K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-361- 1.93% |
$29.5K - $32.5K
|
18.3K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 6.62% |
$29.5K - $32.5K
|
5.09K
$634K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-364- 2.03% |
$29.7K - $32.8K
|
17.6K
$2.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-371- 1.72% |
$30.3K - $33.4K
|
21.2K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-372- 2.28% |
$30.4K - $33.5K
|
15.9K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-376- 6.6% |
$30.7K - $33.8K
|
5.32K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-443- 4.36% |
$36.2K - $39.9K
|
9.71K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-446- 0.55% |
$36.4K - $40.1K
|
80.6K
$10M
|