Purchases and Sales Made in Q2 2022 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 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 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
526New |
$41.1K - $51.5K
|
526
$65.5K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
480+ 55.68% |
$37.5K - $47K
|
1.34K
$167K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$37.3K - $46.8K
|
478
$59.5K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
459+ 2.1% |
$35.8K - $45K
|
22.3K
$2.77M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
458+ 11.09% |
$35.8K - $44.9K
|
4.59K
$571K
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
454+ 1.75% |
$35.5K - $44.5K
|
26.4K
$3.28M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
450+ 2.92% |
$35.1K - $44.1K
|
15.8K
$1.97M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
428+ 5.06% |
$33.4K - $41.9K
|
8.88K
$1.11M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
407+ 1017.5% |
$31.8K - $39.9K
|
447
$55.7K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
403New |
$31.5K - $39.5K
|
403
$50.2K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
400+ 2.09% |
$31.2K - $39.2K
|
19.5K
$2.43M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
400+ 1.18% |
$31.2K - $39.2K
|
34.2K
$4.26M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 0.54% |
$30.8K - $38.7K
|
73.5K
$9.15M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
392+ 1.52% |
$30.6K - $38.4K
|
26.1K
$3.25M
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360+ 3.69% |
$28.1K - $35.3K
|
10.1K
$1.26M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
350+ 4.13% |
$27.3K - $34.3K
|
8.82K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
340+ 5.0% |
$26.6K - $33.3K
|
7.14K
$889K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
318New |
$24.8K - $31.2K
|
318
$39.6K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
308+ 6.01% |
$24.1K - $30.2K
|
5.44K
$677K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
300+ 3.57% |
$23.4K - $29.4K
|
8.7K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
295+ 1.21% |
$23K - $28.9K
|
24.6K
$3.06M
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
294+ 9.44% |
$23K - $28.8K
|
3.41K
$424K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
294+ 9.44% |
$23K - $28.8K
|
3.41K
$424K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
293+ 3.79% |
$22.9K - $28.7K
|
8.03K
$1M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
290+ 1.49% |
$22.6K - $28.4K
|
19.7K
$2.46M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
284+ 6.09% |
$22.2K - $27.8K
|
4.95K
$616K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
282+ 2.72% |
$22K - $27.6K
|
10.7K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
263+ 93.93% |
$20.5K - $25.8K
|
543
$67.6K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
260New |
$20.3K - $25.5K
|
260
$32.4K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 5.38% |
$19.5K - $24.5K
|
4.9K
$610K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
248+ 3.12% |
$19.4K - $24.3K
|
8.21K
$1.02M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
240+ 1.89% |
$18.7K - $23.5K
|
13K
$1.61M
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
233+ 8.32% |
$18.2K - $22.8K
|
3.03K
$378K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
224+ 2.96% |
$17.5K - $21.9K
|
7.79K
$969K
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
201New |
$15.7K - $19.7K
|
201
$25K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
200+ 4.71% |
$15.6K - $19.6K
|
4.44K
$553K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
191+ 1.2% |
$14.9K - $18.7K
|
16.1K
$2M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
187+ 135.51% |
$14.6K - $18.3K
|
325
$40.5K
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
185+ 1.68% |
$14.4K - $18.1K
|
11.2K
$1.4M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
185+ 4.05% |
$14.4K - $18.1K
|
4.75K
$592K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
182+ 5.2% |
$14.2K - $17.8K
|
3.68K
$458K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
180+ 8.87% |
$14.1K - $17.6K
|
2.21K
$275K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
174+ 0.96% |
$13.6K - $17K
|
18.3K
$2.27M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
166New |
$13K - $16.3K
|
166
$20.7K
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
165+ 3.15% |
$12.9K - $16.2K
|
5.41K
$673K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
159+ 2.73% |
$12.4K - $15.6K
|
5.98K
$744K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
147+ 5.35% |
$11.5K - $14.4K
|
2.9K
$360K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
142New |
$11.1K - $13.9K
|
142
$17.7K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 2.89% |
$10.9K - $13.7K
|
4.99K
$622K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
136+ 2.33% |
$10.6K - $13.3K
|
5.98K
$745K
|