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 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.23K+ 55.7% |
$220K - $244K
|
6.25K
$778K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 2.06% |
$216K - $240K
|
109K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.17KNew |
$213K - $236K
|
2.17K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.13K+ 57.26% |
$209K - $232K
|
5.84K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.99K+ 6.73% |
$196K - $217K
|
31.5K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98KNew |
$195K - $217K
|
1.98K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98KNew |
$195K - $216K
|
1.98K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 2640.0% |
$195K - $216K
|
2.06K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.98KNew |
$195K - $216K
|
1.98K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.95KNew |
$192K - $212K
|
1.95K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.94KNew |
$191K - $212K
|
1.94K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.94KNew |
$191K - $212K
|
1.94K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$187K - $207K
|
1.9K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89KNew |
$186K - $206K
|
1.89K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
1.83KNew |
$181K - $200K
|
1.83K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8K+ 28.51% |
$177K - $196K
|
8.1K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.57K+ 35.56% |
$155K - $172K
|
6K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.56KNew |
$154K - $170K
|
1.56K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 2.93% |
$150K - $167K
|
53.7K
$6.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.41K+ 2.07% |
$138K - $153K
|
69.3K
$8.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.35K+ 16.43% |
$132K - $147K
|
9.53K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 12.26% |
$130K - $144K
|
12.1K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.28K+ 4.28% |
$126K - $139K
|
31.1K
$3.87M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.17K+ 4.54% |
$115K - $128K
|
26.9K
$3.35M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.11KNew |
$109K - $121K
|
1.11K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 13.23% |
$108K - $120K
|
9.39K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.07K+ 9.55% |
$105K - $116K
|
12.2K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.06K+ 27.03% |
$104K - $116K
|
4.97K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
997+ 3.26% |
$98.2K - $109K
|
31.5K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
860+ 2.23% |
$84.7K - $93.9K
|
39.5K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
844+ 1.83% |
$83.1K - $92.1K
|
47K
$5.85M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
658New |
$64.8K - $71.8K
|
658
$81.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
640+ 2.8% |
$63K - $69.9K
|
23.5K
$2.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
618+ 10.52% |
$60.9K - $67.5K
|
6.5K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
617New |
$60.8K - $67.4K
|
617
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
542New |
$53.4K - $59.2K
|
542
$67.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
512New |
$50.4K - $55.9K
|
512
$63.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
503New |
$49.5K - $54.9K
|
503
$62.6K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
481+ 2.08% |
$47.4K - $52.5K
|
23.6K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
480+ 87.91% |
$47.3K - $52.4K
|
1.03K
$128K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$47.1K - $52.2K
|
478
$59.5K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
477+ 4.82% |
$47K - $52.1K
|
10.4K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
475+ 34.37% |
$46.8K - $51.9K
|
1.86K
$231K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
435+ 4.22% |
$42.8K - $47.5K
|
10.8K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
431+ 10.39% |
$42.4K - $47.1K
|
4.58K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
351+ 0.54% |
$34.6K - $38.3K
|
65.9K
$8.21M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
345New |
$34K - $37.7K
|
345
$43K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
337+ 9.83% |
$33.2K - $36.8K
|
3.77K
$469K
|