Purchases and Sales Made in Q2 2022 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q2 2022. 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
Aug 12, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
797K
+ 5944.94%
$62.2M - $78.1M
810K $99.5M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
183K
+ 56.47%
$14.3M - $17.9M
508K $62.3M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
122K
+ 83.48%
$9.56M - $12M
269K $33M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
71K
+ 2.42%
$5.55M - $6.96M
3.01M $369M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
53.6K
+ 99.39%
$4.18M - $5.25M
107K $13.2M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
51.3K
+ 14.86%
$4.01M - $5.02M
396K $48.7M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.9K
+ 1260.75%
$3.82M - $4.79M
52.8K $6.48M
Jul 12, 2022 Q2 2022
Money Design Co.,Ltd.

BUY
 -
44.9K
+ 15.03%
$3.51M - $4.4M
343K $42.2M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
42.9K
+ 327.96%
$3.35M - $4.2M
55.9K $6.87M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
35.5K
New
$2.77M - $3.48M
35.5K $4.36M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
29.3K
+ 53.55%
$2.29M - $2.87M
83.9K $10.3M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
23K
+ 4.31%
$1.8M - $2.26M
557K $68.4M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.7K
New
$1.77M - $2.23M
22.7K $2.79M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
22.3K
+ 73.3%
$1.74M - $2.19M
52.8K $6.48M
Jul 25, 2022 Q2 2022
Spinnaker Trust

BUY
 -
22K
+ 2.04%
$1.72M - $2.16M
1.1M $135M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
20.5K
+ 23.81%
$1.6M - $2.01M
106K $13.1M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
19.3K
+ 11.38%
$1.5M - $1.89M
188K $23.1M
Jul 18, 2022 Q2 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
17.7K
+ 138.6%
$1.38M - $1.74M
30.5K $3.75M
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
17.2K
New
$1.34M - $1.69M
17.2K $2.11M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
16.2K
+ 126.91%
$1.26M - $1.59M
28.9K $3.55M
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
14.9K
+ 21.31%
$1.16M - $1.46M
84.6K $10.4M
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

BUY
 -
14.6K
+ 41.94%
$1.14M - $1.43M
49.3K $6.05M
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
14.1K
+ 6.47%
$1.1M - $1.38M
232K $28.5M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
13K
+ 150.74%
$1.02M - $1.28M
21.6K $2.66M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
11.2K
+ 29.56%
$873K - $1.1M
49K $6.02M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
11K
+ 55.37%
$856K - $1.07M
30.7K $3.77M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
10.4K
+ 2.97%
$809K - $1.01M
359K $44M
Jul 22, 2022 Q2 2022
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
10K
+ 100.36%
$785K - $984K
20.1K $2.46M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.45K
New
$738K - $926K
9.45K $1.16M
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
7.78K
New
$608K - $762K
7.78K $955K
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
7.03K
+ 140.75%
$549K - $689K
12K $1.48M
Jul 25, 2022 Q2 2022
Corundum Group, Inc.

BUY
 -
6.67K
+ 24.15%
$521K - $653K
34.3K $4.21M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.39K
+ 13.9%
$499K - $626K
52.4K $6.43M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
6.21K
+ 6.48%
$485K - $609K
102K $12.5M
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
5.97K
New
$466K - $585K
5.97K $733K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
5.52K
New
$431K - $541K
5.52K $678K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.13K
+ 28.9%
$400K - $502K
22.9K $2.81M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.44K
+ 198.75%
$347K - $435K
6.67K $819K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
4.44K
+ 35.8%
$347K - $435K
16.8K $2.07M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
4.33K
+ 16.16%
$338K - $425K
31.2K $3.83M
Jul 27, 2022 Q2 2022
Levy Wealth Management Group, LLC

BUY
 -
4.32K
+ 138.75%
$338K - $423K
7.44K $913K
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
4.29K
New
$335K - $421K
4.29K $527K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.17K
+ 662.06%
$326K - $409K
4.8K $589K
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

BUY
 -
3.84K
+ 4.78%
$300K - $377K
84.2K $10.3M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
3.76K
New
$294K - $369K
3.76K $462K
Jul 19, 2022 Q2 2022
Long Run Wealth Advisors, LLC

BUY
 -
3.71K
+ 10.0%
$290K - $364K
40.8K $5.01M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
3.66K
+ 1.45%
$286K - $359K
256K $31.4M
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
3.58K
+ 18.46%
$280K - $351K
23K $2.82M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.2K
+ 1.66%
$250K - $313K
196K $24M

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