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
Jul 29, 2022 Q2 2022
Destination Wealth Management

SELL
 -
-325
- 1.1%
$25.4K - $31.8K
29.3K $3.65M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-338
- 2.56%
$26.4K - $33.1K
12.9K $1.6M
Aug 12, 2022 Q2 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-375
- 8.11%
$29.3K - $36.7K
4.25K $529K
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

SELL
 -
-375
- 42.13%
$29.3K - $36.7K
515 $64.1K
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-391
- 7.09%
$30.5K - $38.3K
5.12K $638K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-401
- 5.37%
$31.3K - $39.3K
7.07K $880K
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

SELL
 -
-408
- 11.7%
$31.9K - $40K
3.08K $383K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-413
- 0.96%
$32.3K - $40.5K
42.6K $5.31M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-456
- 4.2%
$35.6K - $44.7K
10.4K $1.3M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-480
Closed
$37.5K - $47K
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-508
- 21.75%
$39.7K - $49.8K
1.83K $228K
Jul 29, 2022 Q2 2022
Colorado Capital Management, Inc.

SELL
 -
-557
- 2.35%
$43.5K - $54.6K
23.2K $2.88M
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

SELL
 -
-559
- 18.11%
$43.7K - $54.8K
2.53K $315K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

SELL
 -
-610
- 15.22%
$47.6K - $59.8K
3.4K $423K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-656
- 4.48%
$51.2K - $64.3K
14K $1.74M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-657
- 1.93%
$51.3K - $64.4K
33.3K $4.15M
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-659
- 3.64%
$51.5K - $64.6K
17.5K $2.17M
Jul 15, 2022 Q2 2022
Westside Investment Management, Inc.

SELL
 -
-740
- 7.03%
$57.8K - $72.5K
9.79K $1.22M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-754
- 1.45%
$58.9K - $73.9K
51.2K $6.38M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-852
- 27.8%
$66.5K - $83.5K
2.21K $276K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-865
- 5.0%
$67.6K - $84.8K
16.4K $2.05M
Aug 08, 2022 Q2 2022
Keybank National Association

SELL
 -
-970
- 1.91%
$75.8K - $95K
49.8K $6.2M
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
SELL
 -
-1.1K
- 25.24%
$85.9K - $108K
3.26K $406K
Jul 28, 2022 Q2 2022
Sanford Advisory Services, LLC

SELL
 -
-1.14K
- 15.45%
$89.3K - $112K
6.26K $780K
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-1.18K
- 31.14%
$91.8K - $115K
2.6K $324K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-1.22K
- 1.18%
$95.1K - $119K
102K $12.7M
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.24K
Closed
$96.9K - $122K
0 $0
Mar 11, 2024 Q2 2022
Nepc LLC

Boston, MA
SELL
 -
-1.29K
- 17.54%
$101K - $126K
6.05K $753K
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.41K
- 7.34%
$110K - $138K
17.8K $2.21M
Jul 29, 2022 Q2 2022
Lfa Lugano Financial Advisors Sa

SELL
 -
-1.51K
- 6.41%
$118K - $148K
22.1K $2.75M
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-1.59K
- 20.9%
$124K - $156K
6.02K $750K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.65K
Closed
$129K - $162K
0 $0
Aug 11, 2022 Q2 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-1.67K
- 13.11%
$131K - $164K
11.1K $1.38M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-1.83K
- 21.87%
$143K - $179K
6.54K $814K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-1.85K
- 9.34%
$144K - $181K
17.9K $2.23M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.88K
- 0.18%
$147K - $184K
1.02M $127M
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
SELL
 -
-1.94K
Closed
$151K - $190K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-1.96K
- 32.83%
$153K - $192K
4.02K $500K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-2.06K
- 6.34%
$161K - $202K
30.5K $3.79M
Jul 20, 2022 Q2 2022
First Pacific Financial

SELL
 -
-2.09K
Closed
$163K - $205K
0 $0
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

SELL
 -
-2.1K
Closed
$164K - $206K
0 $0
Sep 01, 2023 Q2 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-2.12K
Closed
$165K - $207K
0 $0
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

SELL
 -
-2.15K
Closed
$168K - $211K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-2.16K
Closed
$169K - $212K
0 $0
Jul 27, 2022 Q2 2022
Klingman & Associates, LLC

SELL
 -
-2.19K
Closed
$171K - $215K
0 $0
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-2.21K
Closed
$172K - $216K
0 $0
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-2.21K
Closed
$173K - $217K
0 $0
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

SELL
 -
-2.24K
Closed
$175K - $219K
0 $0
Jul 14, 2022 Q2 2022
Zhang Financial LLC

SELL
 -
-2.26K
Closed
$177K - $222K
0 $0

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