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 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-82- 0.86% |
$7.02K - $7.68K
|
9.51K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-86- 3.06% |
$7.37K - $8.05K
|
2.73K
$339K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 1.57% |
$8.57K - $9.36K
|
6.27K
$780K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-105- 39.03% |
$8.99K - $9.83K
|
164
$20.4K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-106- 0.6% |
$9.08K - $9.93K
|
17.5K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-110- 2.59% |
$9.42K - $10.3K
|
4.13K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 5.55% |
$10.2K - $11.1K
|
2.03K
$252K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-120- 2.66% |
$10.3K - $11.2K
|
4.38K
$546K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-122- 1.47% |
$10.4K - $11.4K
|
8.16K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-136- 0.24% |
$11.6K - $12.7K
|
55.4K
$6.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138- 1.73% |
$11.8K - $12.9K
|
7.85K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-144- 0.84% |
$12.3K - $13.5K
|
17.1K
$2.12M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-144- 1.75% |
$12.3K - $13.5K
|
8.09K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-150- 3.24% |
$12.8K - $14K
|
4.48K
$557K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-151- 4.19% |
$12.9K - $14.1K
|
3.45K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-155- 2.31% |
$13.3K - $14.5K
|
6.57K
$818K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-160- 6.51% |
$13.7K - $15K
|
2.3K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-174- 1.05% |
$14.9K - $16.3K
|
16.3K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-180- 5.08% |
$15.4K - $16.9K
|
3.37K
$419K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-184- 5.13% |
$15.8K - $17.2K
|
3.4K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-191- 5.06% |
$16.4K - $17.9K
|
3.58K
$446K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-200- 7.65% |
$17.1K - $18.7K
|
2.42K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-207- 7.62% |
$17.7K - $19.4K
|
2.51K
$312K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-224- 9.35% |
$19.2K - $21K
|
2.17K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-250- 9.94% |
$21.4K - $23.4K
|
2.27K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 0.9% |
$21.4K - $23.4K
|
27.6K
$3.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-254- 2.7% |
$21.8K - $23.8K
|
9.14K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-256- 3.85% |
$21.9K - $24K
|
6.39K
$796K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-279- 2.35% |
$23.9K - $26.1K
|
11.6K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-280- 7.74% |
$24K - $26.2K
|
3.34K
$415K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-307- 2.08% |
$26.3K - $28.7K
|
14.5K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-330- 1.69% |
$28.3K - $30.9K
|
19.2K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-350- 5.67% |
$30K - $32.8K
|
5.83K
$725K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-372- 6.29% |
$31.9K - $34.8K
|
5.54K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-403- 2.46% |
$34.5K - $37.7K
|
16K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-419- 6.86% |
$35.9K - $39.2K
|
5.69K
$708K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-445- 2.22% |
$38.1K - $41.7K
|
19.6K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-467- 4.87% |
$40K - $43.7K
|
9.11K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-495- 3.46% |
$42.4K - $46.4K
|
13.8K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 9.62% |
$42.8K - $46.8K
|
4.7K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-534- 1.86% |
$45.7K - $50K
|
28.1K
$3.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-535- 19.49% |
$45.8K - $50.1K
|
2.21K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-540- 8.87% |
$46.3K - $50.6K
|
5.55K
$691K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-550- 12.65% |
$47.1K - $51.5K
|
3.8K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-560- 1.77% |
$48K - $52.4K
|
31.1K
$3.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-570- 19.63% |
$48.8K - $53.4K
|
2.33K
$291K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-619- 4.42% |
$53K - $58K
|
13.4K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-697- 22.11% |
$59.7K - $65.3K
|
2.46K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-723- 23.42% |
$61.9K - $67.7K
|
2.36K
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-731- 24.79% |
$62.6K - $68.5K
|
2.22K
$276K
|