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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.27% |
$600 - $655
|
2.58K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
7+ 0.26% |
$600 - $655
|
2.71K
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
6+ 0.25% |
$514 - $562
|
2.38K
$292K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
6+ 0.22% |
$514 - $562
|
2.77K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.25% |
$514 - $562
|
2.43K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.21% |
$428 - $468
|
2.39K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$343 - $375
|
4.32K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.03% |
$343 - $375
|
12K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.23% |
$257 - $281
|
1.31K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.27% |
$257 - $281
|
1.11K
$137K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.43% |
$257 - $281
|
213
$26.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$4.05K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$257 - $281
|
4.3K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$171 - $187
|
4.29K
$527K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$171 - $187
|
2.74K
$336K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$171 - $187
|
4.96K
$608K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.26% |
$85.7 - $93.6
|
382
$46.9K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$85.7 - $93.6
|
5.68K
$697K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.18% |
$85.7 - $93.6
|
568
$69.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$85.7 - $93.6
|
2.58K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$85.7 - $93.6
|
73
$8.96K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$85.7 - $93.6
|
9.01K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$85.7 - $93.6
|
5.93K
$728K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$85.7 - $93.6
|
1.05K
$128K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$85.7 - $93.6
|
9.66K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 1.49% |
$171 - $187
|
132
$16.2K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$257 - $281
|
6.24K
$766K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 0.54% |
$1.11K - $1.22K
|
2.39K
$293K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.42% |
$1.2K - $1.31K
|
3.35K
$411K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 0.36% |
$1.28K - $1.4K
|
4.17K
$511K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-20- 0.11% |
$1.71K - $1.87K
|
17.9K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-20- 0.39% |
$1.71K - $1.87K
|
5.16K
$634K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 2.91% |
$1.88K - $2.06K
|
734
$90.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 2.91% |
$1.88K - $2.06K
|
734
$90.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-25- 0.78% |
$2.14K - $2.34K
|
3.18K
$390K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-27- 1.1% |
$2.31K - $2.53K
|
2.43K
$298K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-30- 0.52% |
$2.57K - $2.81K
|
5.74K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-40- 0.68% |
$3.43K - $3.75K
|
5.84K
$717K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-42- 0.68% |
$3.6K - $3.93K
|
6.18K
$759K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-43- 0.18% |
$3.68K - $4.03K
|
23.8K
$2.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-48- 4.41% |
$4.11K - $4.49K
|
1.04K
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-48- 0.3% |
$4.11K - $4.49K
|
16K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-54- 1.02% |
$4.63K - $5.06K
|
5.26K
$646K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-56- 0.98% |
$4.8K - $5.24K
|
5.67K
$697K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-60- 0.69% |
$5.14K - $5.62K
|
8.67K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-60- 0.69% |
$5.14K - $5.62K
|
8.65K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-69- 2.07% |
$5.91K - $6.46K
|
3.26K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 3.15% |
$6.85K - $7.49K
|
2.46K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-82- 0.66% |
$7.02K - $7.68K
|
12.4K
$1.52M
|