Purchases and Sales Made in Q2 2023 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 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
Jul 12, 2023 Q2 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
2.8K
+ 1.1%
$240K - $262K
256K $31.9M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.75K
New
$235K - $257K
2.75K $342K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
2.49K
+ 64.16%
$213K - $233K
6.36K $792K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
2.46K
New
$211K - $230K
2.46K $306K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
2.43K
+ 9.91%
$208K - $228K
26.9K $3.35M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
2.42K
New
$207K - $226K
2.42K $301K
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
2.38K
New
$204K - $223K
2.38K $297K
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
2.26K
New
$193K - $211K
2.26K $281K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
2.19K
New
$188K - $205K
2.19K $273K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
2.16K
New
$185K - $203K
2.16K $269K
Aug 10, 2023 Q2 2023
Continental Investors Services, Inc.

Longview, WA
BUY
 -
2.12K
New
$181K - $198K
2.12K $264K
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
2.01K
+ 66.72%
$172K - $188K
5.03K $626K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.85K
+ 9.55%
$159K - $173K
21.2K $2.64M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.82K
+ 13.67%
$156K - $170K
15.1K $1.88M
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.81K
+ 1.23%
$155K - $170K
149K $18.6M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1.71K
+ 1.66%
$146K - $160K
105K $13.1M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.68K
+ 14.12%
$144K - $158K
13.6K $1.69M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.58K
+ 18.68%
$135K - $147K
10K $1.25M
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
1.37K
+ 9.53%
$117K - $128K
15.7K $1.96M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
1.23K
+ 31.42%
$106K - $116K
5.16K $643K
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
1.23K
+ 31.42%
$106K - $116K
5.16K $643K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
1.15K
+ 24.19%
$98.2K - $107K
5.88K $732K
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.13K
+ 5.06%
$96.5K - $106K
23.4K $2.91M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.11K
+ 22.81%
$95.2K - $104K
5.99K $746K
Jul 27, 2023 Q2 2023
Verity Wealth Advisors

BUY
 -
1.02K
+ 4.51%
$87K - $95.1K
23.6K $2.93M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
936
+ 13.12%
$80.2K - $87.6K
8.07K $1M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
918
+ 2.29%
$78.6K - $86K
41K $5.11M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
893
+ 6.94%
$76.5K - $83.6K
13.8K $1.71M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
838
+ 0.89%
$71.8K - $78.5K
94.9K $11.8M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
838
+ 0.89%
$71.8K - $78.5K
94.9K $11.8M
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
773
+ 2.97%
$66.2K - $72.4K
26.8K $3.34M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
750
+ 1.27%
$64.2K - $70.2K
59.7K $7.43M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
743
+ 3.02%
$63.6K - $69.6K
25.3K $3.15M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
715
+ 19.12%
$61.2K - $67K
4.45K $555K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
683
+ 5.18%
$58.5K - $64K
13.9K $1.73M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
665
New
$57K - $62.3K
665 $82.8K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
626
+ 5.55%
$53.6K - $58.6K
11.9K $1.48M
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
623
+ 1.81%
$53.4K - $58.3K
35K $4.36M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
614
+ 4.81%
$52.6K - $57.5K
13.4K $1.67M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
609
+ 13.54%
$52.2K - $57K
5.11K $636K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
514
+ 0.49%
$44K - $48.1K
106K $13.2M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
505
+ 4.83%
$43.3K - $47.3K
11K $1.37M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
453
+ 2.85%
$38.8K - $42.4K
16.3K $2.03M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
435
+ 3.57%
$37.3K - $40.7K
12.6K $1.57M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
427
+ 7.58%
$36.6K - $40K
6.06K $755K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
412
+ 16.01%
$35.3K - $38.6K
2.99K $372K
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
410
New
$35.1K - $38.4K
410 $51K
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
401
+ 1.49%
$34.3K - $37.5K
27.3K $3.4M
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
399
+ 3.81%
$34.2K - $37.4K
10.9K $1.35M

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