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 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.38% |
$6.6K - $7.31K
|
17.7K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-72- 0.23% |
$7.09K - $7.86K
|
31K
$3.86M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-92- 1.35% |
$9.06K - $10K
|
6.72K
$836K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-92- 0.19% |
$9.06K - $10K
|
49.6K
$6.18M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-97- 1.27% |
$9.55K - $10.6K
|
7.51K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 2.0% |
$9.85K - $10.9K
|
4.9K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-105- 0.69% |
$10.3K - $11.5K
|
15.1K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-109- 1.2% |
$10.7K - $11.9K
|
9.01K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-117- 4.89% |
$11.5K - $12.8K
|
2.28K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119- 1.36% |
$11.7K - $13K
|
8.62K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-125- 3.31% |
$12.3K - $13.6K
|
3.65K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-125- 1.15% |
$12.3K - $13.6K
|
10.8K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-140- 3.78% |
$13.8K - $15.3K
|
3.57K
$444K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-153- 14.35% |
$15.1K - $16.7K
|
913
$114K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155Closed |
$15.3K - $16.9K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-157- 3.98% |
$15.5K - $17.1K
|
3.79K
$472K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-159- 12.98% |
$15.7K - $17.4K
|
1.07K
$133K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-159- 1.99% |
$15.7K - $17.4K
|
7.84K
$977K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-160- 4.72% |
$15.8K - $17.5K
|
3.23K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-160- 4.67% |
$15.8K - $17.5K
|
3.27K
$407K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-162- 2.31% |
$16K - $17.7K
|
6.85K
$853K
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-162- 5.31% |
$16K - $17.7K
|
2.89K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179- 1.01% |
$17.6K - $19.5K
|
17.6K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-181- 2.07% |
$17.8K - $19.8K
|
8.57K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-186- 5.57% |
$18.3K - $20.3K
|
3.15K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-188- 6.05% |
$18.5K - $20.5K
|
2.92K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-190- 9.17% |
$18.7K - $20.7K
|
1.88K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-198- 1.05% |
$19.5K - $21.6K
|
18.7K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-204- 0.97% |
$20.1K - $22.3K
|
20.9K
$2.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-225- 7.58% |
$22.2K - $24.6K
|
2.75K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-228- 5.2% |
$22.5K - $24.9K
|
4.16K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 87.25% |
$25.6K - $28.4K
|
38
$4.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-261- 2.03% |
$25.7K - $28.5K
|
12.6K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-266- 5.31% |
$26.2K - $29K
|
4.75K
$591K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-267- 4.11% |
$26.3K - $29.1K
|
6.23K
$775K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-276- 11.66% |
$27.2K - $30.1K
|
2.09K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-280- 7.23% |
$27.6K - $30.6K
|
3.59K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-281- 1.17% |
$27.7K - $30.7K
|
23.8K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-285- 12.96% |
$28.1K - $31.1K
|
1.91K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-286- 2.18% |
$28.2K - $31.2K
|
12.9K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-304- 4.46% |
$29.9K - $33.2K
|
6.52K
$812K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-316- 2.84% |
$31.1K - $34.5K
|
10.8K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-327- 1.06% |
$32.2K - $35.7K
|
30.4K
$3.79M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-327- 1.06% |
$32.2K - $35.7K
|
30.4K
$3.79M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-341- 10.43% |
$33.6K - $37.2K
|
2.93K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-344- 1.22% |
$33.9K - $37.6K
|
28K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-347- 0.98% |
$34.2K - $37.9K
|
35.1K
$4.37M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-361- 2.35% |
$35.6K - $39.4K
|
15K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-365- 1.73% |
$35.9K - $39.8K
|
20.7K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-366- 6.36% |
$36K - $40K
|
5.39K
$671K
|