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 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-27.1KClosed |
$2.11M - $2.65M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-27.2K- 39.44% |
$2.12M - $2.67M
|
41.8K
$5.13M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-31.5KClosed |
$2.46M - $3.08M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.4K- 32.76% |
$2.84M - $3.57M
|
74.7K
$9.17M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.8K- 14.12% |
$3.03M - $3.8M
|
236K
$29M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-42.6KClosed |
$3.32M - $4.17M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46K- 7.85% |
$3.59M - $4.51M
|
541K
$66.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.4K- 7.15% |
$3.94M - $4.94M
|
655K
$80.4M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-93.7KClosed |
$7.32M - $9.18M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-127KClosed |
$9.94M - $12.5M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-137K- 27.63% |
$10.7M - $13.4M
|
359K
$44M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-170K- 15.2% |
$13.3M - $16.7M
|
951K
$117M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-206K- 8.1% |
$16.1M - $20.2M
|
2.34M
$287M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-211K- 99.62% |
$16.5M - $20.7M
|
806
$98.9K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-255K- 12.67% |
$19.9M - $25M
|
1.76M
$216M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-255K- 12.67% |
$19.9M - $25M
|
1.76M
$216M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-296K- 99.56% |
$23.1M - $29M
|
1.31K
$160K
|