Purchases and Sales Made in Q2 2024 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 2024. 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 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
113KNew |
$11.6M - $12.8M
|
113K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
48.2KNew |
$4.94M - $5.45M
|
48.2K
$5.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.5KNew |
$3.64M - $4.01M
|
35.5K
$4.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.9K+ 138.15% |
$2.86M - $3.15M
|
48.1K
$5.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
18K+ 57.56% |
$1.84M - $2.03M
|
49.2K
$6.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 31.55% |
$1.23M - $1.36M
|
50.2K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.2K+ 22.52% |
$1.14M - $1.26M
|
60.8K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 7.63% |
$1.08M - $1.19M
|
149K
$18.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 9.68% |
$1.08M - $1.19M
|
119K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.99K+ 1.66% |
$1.02M - $1.13M
|
613K
$75.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.82K+ 2.76% |
$1.01M - $1.11M
|
366K
$44.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
9.28K+ 407.73% |
$951K - $1.05M
|
11.6K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.7K+ 250.41% |
$789K - $870K
|
10.8K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.28K+ 1.61% |
$745K - $822K
|
459K
$56.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.92KNew |
$708K - $781K
|
6.92K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.46K+ 20.46% |
$661K - $729K
|
38K
$4.66M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.4K+ 2806.58% |
$655K - $723K
|
6.63K
$814K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.41K+ 13.72% |
$554K - $612K
|
44.9K
$5.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.16KNew |
$528K - $583K
|
5.16K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.73KNew |
$484K - $534K
|
4.73K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.61K+ 250.65% |
$472K - $521K
|
6.45K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 15.13% |
$466K - $514K
|
34.6K
$4.25M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.09KNew |
$419K - $462K
|
4.09K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 16.98% |
$409K - $451K
|
27.5K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 6.65% |
$366K - $403K
|
57.3K
$7.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.41KNew |
$349K - $385K
|
3.41K
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36K+ 1.12% |
$344K - $380K
|
304K
$37.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 36.82% |
$338K - $373K
|
12.3K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.26KNew |
$334K - $369K
|
3.26K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.13K+ 2.22% |
$321K - $354K
|
144K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.98K+ 36.39% |
$305K - $336K
|
11.2K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 72.02% |
$268K - $296K
|
6.25K
$768K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.51K+ 5.15% |
$257K - $283K
|
51.2K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.5K+ 9.09% |
$256K - $282K
|
30K
$3.68M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.49KNew |
$255K - $281K
|
2.49K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.31KNew |
$237K - $261K
|
2.31K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$236K - $260K
|
2.3K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.29K+ 2.97% |
$234K - $258K
|
79.3K
$9.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.2K+ 16.07% |
$226K - $249K
|
15.9K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.14KNew |
$219K - $242K
|
2.14K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2K+ 110.83% |
$204K - $225K
|
3.8K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.98KNew |
$202K - $223K
|
1.98K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.95KNew |
$200K - $220K
|
1.95K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.91K+ 15.88% |
$195K - $215K
|
13.9K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$186K - $205K
|
1.82K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8KNew |
$184K - $203K
|
1.8K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$183K - $201K
|
1.78K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.78K+ 1.79% |
$182K - $201K
|
101K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.62K+ 0.69% |
$165K - $182K
|
235K
$28.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 22.21% |
$142K - $156K
|
7.61K
$934K
|