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 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.28KClosed |
$178K - $223K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.33KClosed |
$182K - $228K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.37KClosed |
$185K - $232K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
$185K - $232K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.45KClosed |
$191K - $240K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.45KClosed |
$192K - $240K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.46KClosed |
$192K - $241K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.59KClosed |
$202K - $254K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.61KClosed |
$204K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.64K- 12.72% |
$206K - $259K
|
18.1K
$2.26M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.71KClosed |
$212K - $266K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.83KClosed |
$221K - $277K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 10.83% |
$227K - $285K
|
24K
$2.98M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.93KClosed |
$229K - $287K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-3.11K- 16.05% |
$243K - $304K
|
16.2K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.12K- 22.77% |
$243K - $305K
|
10.6K
$1.32M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.34KClosed |
$261K - $327K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.36K- 17.04% |
$263K - $330K
|
16.4K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.61KClosed |
$282K - $354K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.63KClosed |
$283K - $355K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.81K- 19.31% |
$298K - $373K
|
15.9K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.06K- 0.65% |
$317K - $397K
|
622K
$77.5M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.13KClosed |
$322K - $404K
|
0
$0
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.22K- 50.98% |
$330K - $414K
|
4.06K
$505K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 5.75% |
$332K - $417K
|
69.7K
$8.68M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.27KClosed |
$334K - $419K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-4.42KClosed |
$345K - $433K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-4.61K- 10.98% |
$360K - $452K
|
37.4K
$4.65M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.25K- 4.49% |
$410K - $514K
|
112K
$13.9M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.85K- 1.54% |
$456K - $573K
|
374K
$46.5M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.9KClosed |
$461K - $578K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.21K- 3.92% |
$485K - $608K
|
152K
$18.9M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.32K- 35.14% |
$494K - $619K
|
11.7K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.97K- 19.85% |
$544K - $683K
|
28.1K
$3.5M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.02K- 16.31% |
$549K - $688K
|
36K
$4.49M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.2K- 20.53% |
$562K - $705K
|
27.9K
$3.47M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.14K- 8.39% |
$636K - $798K
|
88.9K
$11.1M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.53K- 66.97% |
$745K - $934K
|
4.7K
$586K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9.57K- 5.99% |
$747K - $937K
|
150K
$18.7M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.5K- 51.64% |
$823K - $1.03M
|
9.87K
$1.23M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.2K- 45.98% |
$875K - $1.1M
|
13.2K
$1.64M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-11.5KClosed |
$897K - $1.13M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 20.09% |
$985K - $1.24M
|
50.1K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.9K- 55.3% |
$1.01M - $1.26M
|
10.4K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-13.5K- 8.63% |
$1.05M - $1.32M
|
143K
$17.8M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.3KClosed |
$1.12M - $1.4M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-18.2K- 33.54% |
$1.42M - $1.78M
|
36K
$4.49M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-18.9KClosed |
$1.48M - $1.85M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-19.3K- 77.58% |
$1.51M - $1.89M
|
5.59K
$696K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 10.92% |
$2.04M - $2.56M
|
214K
$26.6M
|