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
Consolidated Planning Corp

Atlanta, GA
BUY
 -
3.19K
+ 8.66%
$249K - $312K
40K $4.98M
Jul 11, 2022 Q2 2022
Fusion Family Wealth LLC

BUY
 -
3.13K
New
$244K - $306K
3.13K $389K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
3.05K
+ 0.43%
$238K - $299K
720K $89.6M
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

BUY
 -
2.93K
+ 6.65%
$229K - $287K
47K $5.86M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.77K
+ 3.77%
$216K - $272K
76.3K $9.5M
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
2.6K
+ 12.04%
$203K - $254K
24.1K $3.01M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
2.28K
New
$178K - $223K
2.28K $283K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.21K
+ 2.06%
$173K - $217K
109K $13.6M
Jul 28, 2022 Q2 2022
Monumental Financial Group Inc.

BUY
 -
2.01K
+ 41.54%
$157K - $197K
6.85K $853K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
2K
New
$156K - $196K
2K $249K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.9K
+ 8.1%
$148K - $186K
25.3K $3.15M
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.81K
+ 12.7%
$141K - $177K
16.1K $2M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.73K
+ 30.88%
$135K - $169K
7.32K $911K
Jul 27, 2022 Q2 2022
Portland Global Advisors LLC

BUY
 -
1.7K
+ 22.54%
$132K - $166K
9.22K $1.15M
Jul 20, 2022 Q2 2022
White Lighthouse Investment Management Inc.

BUY
 -
1.67K
+ 50.65%
$131K - $164K
4.97K $619K
Jul 15, 2022 Q2 2022
Hilltop Wealth Advisors, LLC

BUY
 -
1.61K
+ 12.32%
$126K - $157K
14.7K $1.82M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

BUY
 -
1.56K
+ 40.67%
$122K - $152K
5.38K $670K
Aug 15, 2022 Q2 2022
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.48K
+ 11.75%
$116K - $145K
14.1K $1.75M
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
1.44K
+ 25.03%
$112K - $141K
7.17K $892K
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
BUY
 -
1.28K
+ 49.81%
$100K - $126K
3.86K $480K
Aug 09, 2022 Q2 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.27K
+ 23.11%
$99.1K - $124K
6.76K $842K
Aug 12, 2022 Q2 2022
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
1.23K
+ 20.18%
$96.1K - $121K
7.33K $913K
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.21K
+ 10.09%
$94.7K - $119K
13.2K $1.65M
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
1.19K
New
$92.7K - $116K
1.19K $148K
Apr 24, 2024 Q2 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
1.18K
+ 3.7%
$91.8K - $115K
32.9K $4.1M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.16K
+ 6.16%
$90.2K - $113K
19.9K $2.48M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.11K
+ 16.41%
$86.3K - $108K
7.84K $976K
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.1K
New
$86.1K - $108K
1.1K $137K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.04K
+ 10.63%
$81.1K - $102K
10.8K $1.35M
Jul 18, 2022 Q2 2022
Abacus Planning Group, Inc.

BUY
 -
1.03K
+ 28.21%
$80.8K - $101K
4.7K $585K
Aug 08, 2022 Q2 2022
Rollins Financial

BUY
 -
1.01K
+ 10.12%
$78.5K - $98.5K
10.9K $1.36M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
989
+ 9.73%
$77.2K - $96.9K
11.2K $1.39M
Aug 12, 2022 Q2 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
963
+ 36.76%
$75.2K - $94.4K
3.58K $446K
Aug 05, 2022 Q2 2022
Wj Wealth Management, LLC

BUY
 -
940
+ 17.52%
$73.4K - $92.1K
6.3K $785K
Aug 10, 2022 Q2 2022
Prestige Wealth Management Group LLC

BUY
 -
933
+ 457.35%
$72.9K - $91.4K
1.14K $142K
Jul 19, 2022 Q2 2022
Ledyard National Bank

BUY
 -
907
+ 4.4%
$70.8K - $88.9K
21.5K $2.68M
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
902
+ 15.77%
$70.4K - $88.4K
6.62K $824K
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
885
+ 1.27%
$69.1K - $86.7K
70.7K $8.81M
Aug 09, 2022 Q2 2022
Unionview, LLC

Seattle, WA
BUY
 -
862
+ 14.34%
$67.3K - $84.5K
6.87K $856K
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
688
+ 5.61%
$53.7K - $67.4K
13K $1.61M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
680
+ 19.07%
$53.1K - $66.6K
4.25K $529K
Jul 21, 2022 Q2 2022
Darrow Company, Inc.

BUY
 -
632
New
$49.4K - $61.9K
632 $78.7K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
610
+ 5.13%
$47.6K - $59.8K
12.5K $1.56M
Aug 03, 2022 Q2 2022
Members Trust CO

BUY
 -
606
+ 7.91%
$47.3K - $59.4K
8.27K $1.03M
Aug 01, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
588
New
$45.9K - $57.6K
588 $73.2K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
578
New
$45.1K - $56.6K
578 $72K
Jul 11, 2022 Q2 2022
Mjp Associates Inc

BUY
 -
573
+ 21.5%
$44.8K - $56.1K
3.24K $403K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
560
New
$43.7K - $54.9K
560 $69.7K
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
552
+ 17.77%
$43.1K - $54.1K
3.66K $456K

Track Institutional and Insider Activities on SUSA

Follow ISHARES TR MSCI USA ESG SELECT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SUSA shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr Msci Usa Esg Select insider buys or sells SUSA shares.

Notify only if

News

Receive news related to ISHARES TR MSCI USA ESG SELECT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SUSA