Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63.3K+ 895.05% |
$6.24M - $6.91M
|
70.4K
$8.76M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.4K+ 555.62% |
$4.57M - $5.07M
|
54.8K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43.2KNew |
$4.26M - $4.72M
|
43.2K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
42.8K+ 9.82% |
$4.21M - $4.67M
|
478K
$59.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 7.45% |
$4.12M - $4.57M
|
603K
$75.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.3K+ 4.25% |
$4.07M - $4.51M
|
1.01M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 782.68% |
$2.99M - $3.32M
|
34.2K
$4.26M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 16.5% |
$2.84M - $3.14M
|
203K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.1K+ 161.86% |
$1.88M - $2.09M
|
30.9K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
17KNew |
$1.67M - $1.86M
|
17K
$2.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
15.5K+ 23.69% |
$1.52M - $1.69M
|
80.7K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.6KNew |
$1.34M - $1.48M
|
13.6K
$1.69M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 1.09% |
$1.26M - $1.4M
|
1.19M
$148M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1K+ 105.23% |
$1.19M - $1.32M
|
23.5K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 2200.38% |
$1.14M - $1.26M
|
12.1K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.6K+ 30.85% |
$1.04M - $1.16M
|
44.9K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 8.12% |
$1.03M - $1.14M
|
139K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10K+ 2.68% |
$986K - $1.09M
|
383K
$47.7M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.28KNew |
$815K - $904K
|
8.28K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.2K+ 4.12% |
$807K - $895K
|
207K
$25.8M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
7.85K+ 2.26% |
$773K - $857K
|
356K
$44.3M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.87K+ 3137.44% |
$677K - $750K
|
7.09K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.77K+ 30.41% |
$667K - $739K
|
29K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.39K+ 26.02% |
$629K - $697K
|
30.9K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.23KNew |
$613K - $680K
|
6.23K
$775K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.03K+ 38.95% |
$593K - $658K
|
21.5K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.53K+ 17.99% |
$545K - $604K
|
36.3K
$4.52M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.35K+ 228.14% |
$527K - $584K
|
7.7K
$958K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.2KNew |
$512K - $567K
|
5.2K
$647K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.94KNew |
$486K - $539K
|
4.94K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.83K+ 19.15% |
$476K - $528K
|
30.1K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 35.24% |
$473K - $525K
|
18.4K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.67K+ 2.64% |
$460K - $509K
|
181K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.99K+ 159.97% |
$393K - $435K
|
6.48K
$807K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.83KNew |
$378K - $419K
|
3.83K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.46K+ 144.96% |
$341K - $378K
|
5.85K
$729K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.38K+ 12.45% |
$333K - $369K
|
30.5K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3KNew |
$325K - $361K
|
3.3K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.26KNew |
$321K - $356K
|
3.26K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.06K+ 11.35% |
$301K - $334K
|
30K
$3.74M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91KNew |
$287K - $318K
|
2.91K
$363K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.74K+ 2.84% |
$270K - $299K
|
99.3K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.71K+ 38.82% |
$267K - $296K
|
9.68K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58KNew |
$254K - $281K
|
2.58K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.43KNew |
$240K - $266K
|
2.43K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.4K+ 193.86% |
$236K - $262K
|
3.64K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.37KNew |
$233K - $259K
|
2.37K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.34K+ 1.69% |
$231K - $256K
|
141K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.3KNew |
$227K - $251K
|
2.3K
$286K
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.27KNew |
$223K - $247K
|
2.27K
$282K
|