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 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-453- 34.45% |
$37K - $40.8K
|
862
$107K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-500- 11.7% |
$40.8K - $45K
|
3.78K
$470K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-525- 9.09% |
$42.9K - $47.3K
|
5.25K
$654K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-596- 17.03% |
$48.7K - $53.6K
|
2.9K
$362K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-693- 7.08% |
$56.6K - $62.4K
|
9.09K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-702- 2.24% |
$57.3K - $63.2K
|
30.7K
$3.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-710- 4.26% |
$58K - $63.9K
|
16K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-725- 9.83% |
$59.2K - $65.3K
|
6.65K
$828K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-725- 17.32% |
$59.2K - $65.3K
|
3.46K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-744- 5.97% |
$60.7K - $67K
|
11.7K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-759- 3.0% |
$62K - $68.3K
|
24.6K
$3.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-789- 4.25% |
$64.4K - $71K
|
17.8K
$2.21M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-800- 11.16% |
$65.3K - $72K
|
6.37K
$793K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-837- 0.38% |
$68.3K - $75.3K
|
220K
$27.3M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-860- 14.18% |
$70.2K - $77.4K
|
5.2K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-874- 21.7% |
$71.4K - $78.7K
|
3.15K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-913- 39.78% |
$74.5K - $82.2K
|
1.38K
$172K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-932- 12.56% |
$76.1K - $83.9K
|
6.49K
$808K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-959- 3.75% |
$78.3K - $86.3K
|
24.6K
$3.06M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-976- 2.58% |
$79.7K - $87.8K
|
36.9K
$4.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-990- 4.41% |
$80.8K - $89.1K
|
21.4K
$2.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-997- 19.8% |
$81.4K - $89.7K
|
4.04K
$503K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1K- 16.13% |
$81.6K - $90K
|
5.2K
$647K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 1.69% |
$83.4K - $91.9K
|
59.6K
$7.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.04K- 22.55% |
$84.8K - $93.5K
|
3.57K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.31K- 13.43% |
$107K - $118K
|
8.43K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.36K- 13.55% |
$111K - $122K
|
8.65K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.4K- 6.37% |
$115K - $126K
|
20.6K
$2.57M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.48K- 6.86% |
$121K - $133K
|
20.1K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.48K- 3.18% |
$121K - $133K
|
45K
$5.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.48K- 13.61% |
$121K - $133K
|
9.39K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.49% |
$131K - $144K
|
106K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.65K- 2.06% |
$134K - $148K
|
78.3K
$9.75M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.65K- 2.06% |
$134K - $148K
|
78.3K
$9.75M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.86K- 6.46% |
$152K - $168K
|
27K
$3.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.89K- 39.06% |
$154K - $170K
|
2.95K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.97K- 5.86% |
$161K - $178K
|
31.7K
$3.95M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.21K- 48.03% |
$180K - $199K
|
2.39K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.33K- 3.8% |
$190K - $209K
|
58.9K
$7.34M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.49K- 8.96% |
$204K - $224K
|
25.3K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.92K- 0.77% |
$238K - $262K
|
376K
$46.8M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 15.64% |
$243K - $268K
|
16K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.04K- 54.15% |
$248K - $273K
|
2.57K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.06K- 0.34% |
$249K - $275K
|
886K
$110M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.15K- 50.0% |
$257K - $284K
|
3.15K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.4K- 52.28% |
$278K - $306K
|
3.11K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-3.48K- 2.51% |
$284K - $313K
|
135K
$16.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.58K- 7.93% |
$293K - $323K
|
41.6K
$5.18M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.71K- 37.52% |
$303K - $334K
|
6.18K
$769K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.76K- 37.35% |
$307K - $339K
|
6.31K
$786K
|