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 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.82K- 31.19% |
$312K - $343K
|
8.42K
$1.05M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-3.84K- 12.11% |
$313K - $346K
|
27.9K
$3.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.86K- 35.49% |
$315K - $348K
|
7.02K
$874K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.96K- 96.9% |
$324K - $357K
|
127
$15.8K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.22K- 8.98% |
$345K - $380K
|
42.8K
$5.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-4.79K- 6.44% |
$391K - $431K
|
69.6K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.22K- 21.48% |
$508K - $560K
|
22.7K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.31K- 31.6% |
$515K - $568K
|
13.7K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.5K- 20.92% |
$530K - $585K
|
24.6K
$3.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.38K- 67.38% |
$603K - $665K
|
3.58K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.53K- 21.27% |
$615K - $678K
|
27.9K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.78K- 32.76% |
$635K - $700K
|
16K
$1.99M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8K- 75.51% |
$653K - $720K
|
2.6K
$323K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.08K- 3.86% |
$660K - $727K
|
202K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.15K- 39.53% |
$665K - $733K
|
12.5K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.6K- 79.7% |
$702K - $774K
|
2.19K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.55K- 72.45% |
$780K - $860K
|
3.63K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.2K- 4.24% |
$832K - $918K
|
230K
$28.7M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.5K- 2.25% |
$859K - $947K
|
456K
$56.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.4K- 30.42% |
$929K - $1.02M
|
26K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14.4K- 40.64% |
$1.18M - $1.3M
|
21.1K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19K- 16.59% |
$1.55M - $1.71M
|
95.7K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.4K- 5.29% |
$1.58M - $1.74M
|
347K
$43.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-21.2K- 5.98% |
$1.73M - $1.91M
|
334K
$41.6M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-28.9K- 88.32% |
$2.36M - $2.6M
|
3.82K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-30.6K- 4.28% |
$2.5M - $2.75M
|
684K
$85.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.5K- 6.45% |
$2.57M - $2.84M
|
457K
$56.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.2K- 9.77% |
$4.75M - $5.24M
|
537K
$66.9M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59.8K- 5.19% |
$4.88M - $5.38M
|
1.09M
$136M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62.3K- 66.79% |
$5.09M - $5.61M
|
31K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 7.06% |
$8.35M - $9.2M
|
1.35M
$168M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-146K- 14.94% |
$11.9M - $13.1M
|
829K
$103M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-488K- 79.25% |
$39.8M - $43.9M
|
128K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-591K- 23.01% |
$48.2M - $53.2M
|
1.98M
$246M
|