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 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
391
+ 14.99%
$33.5K - $36.6K
3K $368K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
366
+ 5.8%
$31.3K - $34.3K
6.68K $820K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
357
+ 11.16%
$30.6K - $33.4K
3.56K $437K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
350
+ 2.34%
$30K - $32.8K
15.3K $1.88M
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
315
+ 1.97%
$27K - $29.5K
16.3K $2M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
300
+ 0.47%
$25.7K - $28.1K
64.6K $7.93M
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
274
+ 4.22%
$23.5K - $25.7K
6.76K $830K
Jul 06, 2023 Q2 2023
Piershale Financial Group, Inc.

BUY
 -
271
New
$23.2K - $25.4K
271 $33.3K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
259
+ 9.79%
$22.2K - $24.3K
2.91K $357K
Aug 02, 2023 Q2 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
256
+ 3.46%
$21.9K - $24K
7.65K $939K
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
249
+ 4.98%
$21.3K - $23.3K
5.25K $644K
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
243
+ 5.03%
$20.8K - $22.8K
5.07K $622K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
218
+ 2.09%
$18.7K - $20.4K
10.7K $1.31M
Aug 10, 2023 Q2 2023
Prism Advisors, Inc.

BUY
 -
197
+ 2.48%
$16.9K - $18.4K
8.14K $999K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
184
New
$15.8K - $17.2K
184 $22.6K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
163
+ 4.43%
$14K - $15.3K
3.84K $471K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
151
+ 0.71%
$12.9K - $14.1K
21.3K $2.61M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
146
+ 4.14%
$12.5K - $13.7K
3.67K $451K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
133
+ 5.18%
$11.4K - $12.5K
2.7K $332K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
126
+ 0.18%
$10.8K - $11.8K
72.1K $8.85M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
116
+ 0.64%
$9.94K - $10.9K
18.3K $2.25M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
98
+ 35.13%
$8.39K - $9.18K
377 $46.3K
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
79
+ 1.56%
$6.77K - $7.4K
5.14K $630K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
64
+ 0.27%
$5.48K - $5.99K
23.4K $2.88M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
58
+ 2.36%
$4.97K - $5.43K
2.52K $309K
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
53
+ 2.31%
$4.54K - $4.96K
2.35K $288K
Jul 14, 2023 Q2 2023
Smart Portfolios, LLC

Seattle, WA
BUY
 -
51
+ 0.58%
$4.37K - $4.78K
8.86K $1.09M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
50
+ 0.7%
$4.28K - $4.68K
7.18K $881K
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
46
+ 0.46%
$3.94K - $4.31K
10K $1.23M
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
45
+ 0.45%
$3.85K - $4.21K
10.1K $1.24M
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
42
+ 1.18%
$3.6K - $3.93K
3.61K $443K
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
30
+ 0.85%
$2.57K - $2.81K
3.56K $437K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
30
+ 0.88%
$2.57K - $2.81K
3.43K $421K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
28
+ 2.71%
$2.4K - $2.62K
1.06K $130K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
23
+ 0.42%
$1.97K - $2.15K
5.54K $680K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
22
+ 0.25%
$1.88K - $2.06K
8.74K $1.07M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
22
New
$1.88K - $2.06K
22 $2.7K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
20
+ 8.16%
$1.71K - $1.87K
265 $32.5K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
19
+ 0.27%
$1.63K - $1.78K
7.01K $861K
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
17
+ 0.25%
$1.46K - $1.59K
6.85K $840K
Jul 20, 2023 Q2 2023
Well Done, LLC

BUY
 -
14
+ 0.26%
$1.2K - $1.31K
5.49K $673K
Aug 08, 2023 Q2 2023
Integrity Financial Corp

BUY
 -
14
+ 4.91%
$1.2K - $1.31K
299 $36.7K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
13
+ 1.11%
$1.11K - $1.22K
1.18K $145K
Jul 12, 2023 Q2 2023
Colorado Capital Management, Inc.

BUY
 -
10
+ 0.05%
$857 - $936
21.2K $2.61M
Oct 26, 2023 Q2 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
10
+ 0.08%
$857 - $936
12.1K $1.49M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
9
New
$771 - $843
9 $1.1K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
9
+ 4.62%
$771 - $843
204 $25K
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
7
+ 0.11%
$600 - $655
6.62K $813K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
7
+ 0.18%
$600 - $655
3.81K $468K

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