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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
332+ 8.74% |
$32.7K - $36.2K
|
4.13K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
302+ 1.48% |
$29.7K - $33K
|
20.6K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
272+ 2.38% |
$26.8K - $29.7K
|
11.7K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
268+ 1.99% |
$26.4K - $29.3K
|
13.7K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
265+ 2.31% |
$26.1K - $28.9K
|
11.7K
$1.46M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
261+ 5.57% |
$25.7K - $28.5K
|
4.95K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
260+ 4.07% |
$25.6K - $28.4K
|
6.65K
$828K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
228+ 7.86% |
$22.5K - $24.9K
|
3.13K
$389K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
228New |
$22.5K - $24.9K
|
228
$28.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
205+ 2.67% |
$20.2K - $22.4K
|
7.88K
$981K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
201+ 1.34% |
$19.8K - $21.9K
|
15.2K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
197+ 2.47% |
$19.4K - $21.5K
|
8.18K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
190+ 1.74% |
$18.7K - $20.7K
|
11.1K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
176+ 1.06% |
$17.3K - $19.2K
|
16.7K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
168+ 1.55% |
$16.5K - $18.3K
|
11K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 2.94% |
$16.1K - $17.8K
|
5.7K
$710K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
157+ 1.82% |
$15.5K - $17.1K
|
8.77K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
147+ 1.17% |
$14.5K - $16K
|
12.7K
$1.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 47.06% |
$12.6K - $14K
|
400
$49.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
107+ 4.38% |
$10.5K - $11.7K
|
2.55K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
106+ 2.29% |
$10.4K - $11.6K
|
4.73K
$589K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
93+ 1.03% |
$9.16K - $10.2K
|
9.1K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
90+ 3.13% |
$8.86K - $9.83K
|
2.97K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
90+ 2.42% |
$8.86K - $9.83K
|
3.8K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
82+ 1.19% |
$8.08K - $8.95K
|
6.95K
$866K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
74+ 2.53% |
$7.29K - $8.08K
|
2.99K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65+ 2.19% |
$6.4K - $7.1K
|
3.03K
$377K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
62+ 1.73% |
$6.11K - $6.77K
|
3.64K
$453K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
55+ 0.96% |
$5.42K - $6K
|
5.79K
$721K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54+ 30.0% |
$5.32K - $5.9K
|
234
$29.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
40+ 0.62% |
$3.94K - $4.37K
|
6.5K
$809K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
37+ 1.25% |
$3.64K - $4.04K
|
2.99K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
32+ 1.27% |
$3.15K - $3.49K
|
2.55K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.21% |
$2.46K - $2.73K
|
12K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
24+ 0.53% |
$2.36K - $2.62K
|
4.52K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.07K - $2.29K
|
21
$2.61K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
21+ 0.3% |
$2.07K - $2.29K
|
6.92K
$862K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 2.88% |
$1.97K - $2.18K
|
714
$88.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
19+ 0.15% |
$1.87K - $2.07K
|
12.9K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 1.09% |
$1.28K - $1.42K
|
1.21K
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.12% |
$1.08K - $1.2K
|
9.32K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 3.77% |
$985 - $1.09K
|
275
$34.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.29% |
$886 - $983
|
3.14K
$391K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 0.18% |
$886 - $983
|
4.98K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.2% |
$689 - $764
|
3.45K
$430K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.29% |
$689 - $764
|
2.46K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$492 - $546
|
2.48K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.12% |
$492 - $546
|
4.34K
$540K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$295 - $328
|
4.31K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.37% |
$295 - $328
|
807
$100K
|