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 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.46K- 35.52% |
$144K - $159K
|
2.65K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.6K- 95.24% |
$158K - $175K
|
80
$9.96K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.6K- 24.24% |
$158K - $175K
|
5K
$623K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.61K- 13.24% |
$158K - $176K
|
10.5K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.61K- 2.38% |
$159K - $176K
|
66K
$8.21M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 1.5% |
$168K - $186K
|
112K
$13.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 9.03% |
$170K - $189K
|
17.4K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 18.51% |
$175K - $194K
|
7.84K
$977K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.87K- 24.98% |
$184K - $204K
|
5.61K
$699K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.88K- 5.08% |
$185K - $205K
|
35.1K
$4.37M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.88K- 74.1% |
$185K - $206K
|
658
$81.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2K- 23.23% |
$197K - $218K
|
6.61K
$823K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.01K- 2.65% |
$197K - $219K
|
73.8K
$9.18M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.09K- 3.07% |
$206K - $228K
|
66K
$8.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.23K- 13.42% |
$219K - $243K
|
14.4K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.6K- 1.1% |
$256K - $284K
|
233K
$29.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.71K- 21.99% |
$266K - $295K
|
9.6K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.73K- 41.75% |
$269K - $298K
|
3.81K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.93K- 48.15% |
$289K - $320K
|
3.16K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.96K- 49.58% |
$292K - $323K
|
3.01K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.17K- 42.17% |
$312K - $346K
|
4.35K
$541K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.23K- 2.27% |
$318K - $353K
|
139K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.31K- 3.63% |
$326K - $361K
|
87.8K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.42K- 4.14% |
$336K - $373K
|
79.2K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.57K- 24.2% |
$351K - $390K
|
11.2K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-3.66K- 3.97% |
$360K - $400K
|
88.4K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.46K- 34.78% |
$439K - $486K
|
8.35K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.25K- 12.66% |
$517K - $573K
|
36.2K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.36K- 10.76% |
$528K - $586K
|
44.5K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6K- 31.0% |
$591K - $655K
|
13.4K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.85K- 96.9% |
$675K - $748K
|
219
$27.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.68K- 7.62% |
$756K - $838K
|
93K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.73K- 3.73% |
$761K - $844K
|
200K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.13K- 0.92% |
$800K - $887K
|
875K
$109M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-8.75K- 1.07% |
$862K - $955K
|
809K
$101M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.99K- 1.63% |
$984K - $1.09M
|
603K
$75.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 17.77% |
$1.15M - $1.27M
|
53.9K
$6.71M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 5.32% |
$1.2M - $1.33M
|
217K
$27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 3.96% |
$1.34M - $1.48M
|
329K
$41M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 2.32% |
$1.4M - $1.55M
|
599K
$74.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.6K- 44.58% |
$1.44M - $1.59M
|
18.1K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 51.38% |
$2.1M - $2.33M
|
20.2K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.5K- 4.69% |
$2.51M - $2.78M
|
518K
$64.5M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28.4K- 5.92% |
$2.8M - $3.1M
|
452K
$56.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.6K- 84.97% |
$4M - $4.43M
|
7.19K
$895K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-48.5K- 47.17% |
$4.78M - $5.3M
|
54.3K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.7K- 10.75% |
$4.99M - $5.53M
|
421K
$52.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.1K- 4.58% |
$5.62M - $6.23M
|
1.19M
$148M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.1K- 4.58% |
$5.62M - $6.23M
|
1.19M
$148M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75.5K- 20.06% |
$7.44M - $8.24M
|
301K
$37.5M
|