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 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
132+ 3.16% |
$10.3K - $12.9K
|
4.31K
$537K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
131+ 1.61% |
$10.2K - $12.8K
|
8.27K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
131+ 1.62% |
$10.2K - $12.8K
|
8.21K
$1.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
129+ 5.34% |
$10.1K - $12.6K
|
2.55K
$317K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
128+ 0.19% |
$10K - $12.5K
|
68.7K
$8.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
119+ 4.49% |
$9.29K - $11.7K
|
2.77K
$345K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
115+ 1.33% |
$8.98K - $11.3K
|
8.76K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
111+ 4.11% |
$8.67K - $10.9K
|
2.81K
$350K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
108+ 2.37% |
$8.43K - $10.6K
|
4.66K
$580K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
101+ 2.3% |
$7.89K - $9.9K
|
4.5K
$560K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
95+ 6.86% |
$7.42K - $9.31K
|
1.48K
$184K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
86+ 0.34% |
$6.72K - $8.43K
|
25.4K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
76+ 1.41% |
$5.94K - $7.45K
|
5.46K
$680K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
75+ 37.5% |
$5.86K - $7.35K
|
275
$34.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
65+ 3.83% |
$5.08K - $6.37K
|
1.76K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55New |
$4.3K - $5.39K
|
55
$6.85K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
55+ 0.9% |
$4.3K - $5.39K
|
6.15K
$766K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
53+ 1.58% |
$4.14K - $5.19K
|
3.41K
$424K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
52New |
$4.06K - $5.09K
|
52
$6.47K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.37% |
$3.9K - $4.9K
|
13.5K
$1.68M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
45+ 1.21% |
$3.51K - $4.41K
|
3.77K
$469K
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
39+ 0.75% |
$3.05K - $3.82K
|
5.23K
$651K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
39+ 780.0% |
$3.05K - $3.82K
|
44
$5.48K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36+ 0.03% |
$2.81K - $3.53K
|
120K
$15M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30+ 0.83% |
$2.34K - $2.94K
|
3.63K
$452K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
30+ 25.86% |
$2.34K - $2.94K
|
146
$18.2K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
26+ 0.4% |
$2.03K - $2.55K
|
6.46K
$805K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25+ 0.97% |
$1.95K - $2.45K
|
2.59K
$323K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.84% |
$1.56K - $1.96K
|
2.41K
$300K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
19+ 0.28% |
$1.48K - $1.86K
|
6.74K
$839K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.26% |
$1.41K - $1.76K
|
6.9K
$859K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
15+ 0.28% |
$1.17K - $1.47K
|
5.4K
$672K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
14+ 0.25% |
$1.09K - $1.37K
|
5.61K
$698K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$1.09K - $1.37K
|
15.9K
$1.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$859 - $1.08K
|
11
$1.37K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 0.33% |
$781 - $980
|
3.07K
$382K
|
|
|
Jul 28, 2022
Q2 2022
|
Sl Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$703 - $882
|
3.26K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 0.19% |
$703 - $882
|
4.84K
$602K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$703 - $882
|
3.53K
$439K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8+ 0.06% |
$625 - $784
|
13.2K
$1.65M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.2% |
$625 - $784
|
4.06K
$506K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.28% |
$547 - $686
|
2.53K
$315K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
6+ 0.18% |
$469 - $588
|
3.27K
$408K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.16% |
$391 - $490
|
3.1K
$385K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$391 - $490
|
10.7K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3+ 0.07% |
$234 - $294
|
4.6K
$573K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
3+ 0.12% |
$234 - $294
|
2.54K
$316K
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.11% |
$234 - $294
|
2.83K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.27% |
$234 - $294
|
1.1K
$136K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$234 - $294
|
4.28K
$532K
|