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 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-6.41K- 31.51% |
$549K - $601K
|
13.9K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 37.91% |
$626K - $685K
|
12K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.7K- 3.82% |
$660K - $721K
|
194K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.96K- 3.45% |
$682K - $745K
|
223K
$27.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.57K- 6.71% |
$734K - $803K
|
119K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-9.96K- 28.64% |
$853K - $933K
|
24.8K
$3.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-10.8K- 1.31% |
$928K - $1.01M
|
818K
$100M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 9.56% |
$1.03M - $1.12M
|
114K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 16.29% |
$1.07M - $1.16M
|
63.9K
$7.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.8K- 5.71% |
$1.69M - $1.85M
|
327K
$40.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 8.21% |
$1.75M - $1.91M
|
228K
$28M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.5K- 9.8% |
$1.84M - $2.02M
|
198K
$24.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.7K- 4.64% |
$2.72M - $2.97M
|
652K
$80.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.6K- 7.06% |
$3.31M - $3.62M
|
509K
$62.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-55.8K- 41.35% |
$4.78M - $5.22M
|
79.1K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.9K- 73.9% |
$4.96M - $5.42M
|
20.4K
$2.51M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.9K- 73.9% |
$4.96M - $5.42M
|
20.4K
$2.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-68.8K- 15.05% |
$5.89M - $6.44M
|
388K
$47.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-105K- 31.44% |
$8.99M - $9.83M
|
229K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 10.57% |
$12.2M - $13.3M
|
1.2M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 9.64% |
$16.3M - $17.8M
|
1.79M
$219M
|