Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.35MNew |
$201M - $220M
|
2.35M
$288M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
371K+ 34458.5% |
$31.8M - $34.8M
|
372K
$45.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.6K+ 2.36% |
$6.3M - $6.89M
|
3.19M
$392M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
62.8K+ 49.7% |
$5.38M - $5.88M
|
189K
$23.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60.7K+ 5.55% |
$5.19M - $5.68M
|
1.15M
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.4K+ 10.5% |
$4.83M - $5.28M
|
594K
$72.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 165.14% |
$4.38M - $4.79M
|
82.1K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5K+ 1060.8% |
$3.3M - $3.61M
|
42.2K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.2K+ 372.08% |
$2.76M - $3.01M
|
40.8K
$5.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
27.3K+ 203.1% |
$2.34M - $2.56M
|
40.8K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27K+ 88.22% |
$2.32M - $2.53M
|
57.7K
$7.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
20.4K+ 49.93% |
$1.75M - $1.91M
|
61.3K
$7.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.2KNew |
$1.64M - $1.8M
|
19.2K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 11.08% |
$1.62M - $1.77M
|
189K
$23.2M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
18.3K+ 73.21% |
$1.57M - $1.71M
|
43.3K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
17.3K+ 4.2% |
$1.48M - $1.62M
|
428K
$52.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.8K+ 5.0% |
$1.35M - $1.48M
|
331K
$40.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
15.3KNew |
$1.31M - $1.43M
|
15.3K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14.8KNew |
$1.27M - $1.39M
|
14.8K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
13.5KNew |
$1.15M - $1.26M
|
13.5K
$1.65M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.8K+ 34.77% |
$1.1M - $1.2M
|
49.7K
$6.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5K+ 24.01% |
$1.07M - $1.17M
|
64.6K
$7.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 32.41% |
$938K - $1.03M
|
44.7K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3K+ 50.4% |
$879K - $961K
|
30.6K
$3.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.8K+ 13.0% |
$668K - $730K
|
67.8K
$8.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67K+ 262.2% |
$657K - $718K
|
10.6K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.09KNew |
$608K - $664K
|
7.09K
$871K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
7.09KNew |
$607K - $664K
|
7.09K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.71K+ 1.47% |
$575K - $628K
|
463K
$56.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.26K+ 8.9% |
$537K - $587K
|
76.7K
$9.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.11K+ 21.93% |
$524K - $572K
|
34K
$4.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.86KNew |
$502K - $549K
|
5.86K
$719K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
5.84KNew |
$500K - $547K
|
5.84K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.71K+ 4.49% |
$489K - $535K
|
133K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.37K+ 99.24% |
$460K - $503K
|
10.8K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.35KNew |
$458K - $501K
|
5.35K
$657K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.98KNew |
$426K - $466K
|
4.98K
$611K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$425K - $465K
|
4.96K
$609K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.65K+ 4.29% |
$398K - $435K
|
113K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 22.88% |
$390K - $426K
|
24.4K
$3M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.41K+ 57.88% |
$378K - $413K
|
12K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$377K - $412K
|
4.4K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.32K+ 15.41% |
$370K - $404K
|
32.3K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.1K+ 0.46% |
$351K - $384K
|
890K
$109M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.09KNew |
$350K - $383K
|
4.09K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.05K+ 9.95% |
$347K - $379K
|
44.7K
$5.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.99K+ 1.54% |
$342K - $374K
|
263K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.43KNew |
$294K - $321K
|
3.43K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.18K+ 145.07% |
$272K - $298K
|
5.37K
$659K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.15K+ 100.0% |
$270K - $295K
|
6.3K
$774K
|