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
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2+ 0.23% |
$156 - $196
|
854
$106K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$156 - $196
|
1.37K
$170K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.04% |
$78.1 - $98
|
2.74K
$341K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.27% |
$78.1 - $98
|
376
$46.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.25% |
$78.1 - $98
|
403
$50.2K
|
|
|
Aug 24, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$78.1 - $98
|
3.41K
$424K
|
|
|
Aug 24, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
1+ 0.03% |
$78.1 - $98
|
3.41K
$424K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-4- 0.14% |
$312 - $392
|
2.93K
$365K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-10- 0.25% |
$781 - $980
|
3.98K
$496K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-12- 0.52% |
$937 - $1.18K
|
2.31K
$288K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-15- 3.53% |
$1.17K - $1.47K
|
410
$51K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20- 0.58% |
$1.56K - $1.96K
|
3.43K
$426K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-22- 0.17% |
$1.72K - $2.16K
|
12.9K
$1.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25Closed |
$1.95K - $2.45K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-25- 0.27% |
$1.95K - $2.45K
|
9.31K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-27- 6.65% |
$2.11K - $2.65K
|
379
$47.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 0.71% |
$2.34K - $2.94K
|
4.17K
$519K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.3% |
$3.12K - $3.92K
|
3.05K
$379K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 1.3% |
$3.12K - $3.92K
|
3.05K
$379K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-41- 0.25% |
$3.2K - $4.02K
|
16.5K
$2.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-42- 0.89% |
$3.28K - $4.12K
|
4.66K
$580K
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-44- 0.95% |
$3.44K - $4.31K
|
4.61K
$574K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-48Closed |
$3.75K - $4.7K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-50- 1.5% |
$3.9K - $4.9K
|
3.29K
$409K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-50- 0.91% |
$3.9K - $4.9K
|
5.43K
$677K
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-61- 0.51% |
$4.76K - $5.98K
|
11.8K
$1.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-62- 52.1% |
$4.84K - $6.07K
|
57
$7.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-73Closed |
$5.7K - $7.15K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-74- 5.01% |
$5.78K - $7.25K
|
1.4K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-78- 1.74% |
$6.09K - $7.64K
|
4.39K
$547K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.6% |
$6.25K - $7.84K
|
3K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-97- 0.41% |
$7.58K - $9.5K
|
23.5K
$2.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-100- 1.59% |
$7.81K - $9.8K
|
6.18K
$770K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102Closed |
$7.97K - $9.99K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-109- 1.72% |
$8.51K - $10.7K
|
6.23K
$776K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 1.83% |
$8.51K - $10.7K
|
5.83K
$726K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-126- 1.01% |
$9.84K - $12.3K
|
12.4K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-130- 0.99% |
$10.2K - $12.7K
|
13K
$1.62M
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-134- 4.99% |
$10.5K - $13.1K
|
2.55K
$318K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 2.39% |
$11.7K - $14.7K
|
6.12K
$762K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-151- 0.87% |
$11.8K - $14.8K
|
17.2K
$2.14M
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-166- 0.23% |
$13K - $16.3K
|
72.6K
$9.04M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-175- 2.05% |
$13.7K - $17.1K
|
8.37K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-185- 2.07% |
$14.4K - $18.1K
|
8.76K
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-198- 1.81% |
$15.5K - $19.4K
|
10.7K
$1.34M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-210- 4.01% |
$16.4K - $20.6K
|
5.03K
$626K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 6.9% |
$17.2K - $21.6K
|
2.97K
$370K
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-249- 2.49% |
$19.4K - $24.4K
|
9.73K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-285- 15.16% |
$22.3K - $27.9K
|
1.6K
$199K
|