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
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.29K+ 3.57% |
$132K - $146K
|
37.5K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2K+ 61.5% |
$123K - $135K
|
3.15K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18K+ 1.44% |
$121K - $133K
|
83K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.17K+ 1.45% |
$120K - $132K
|
81.9K
$10.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 5.15% |
$113K - $125K
|
22.6K
$2.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 10.87% |
$109K - $121K
|
10.9K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
889+ 132.69% |
$91K - $100K
|
1.56K
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
839+ 12.78% |
$85.9K - $94.8K
|
7.41K
$922K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 42.49% |
$81.9K - $90.4K
|
2.68K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
777+ 1.65% |
$79.6K - $87.8K
|
47.8K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
635+ 5.25% |
$65K - $71.7K
|
12.7K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
606+ 8.08% |
$62.1K - $68.5K
|
8.1K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
569+ 7.02% |
$58.3K - $64.3K
|
8.67K
$1.08M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
535+ 27.03% |
$54.8K - $60.4K
|
2.51K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
535+ 27.03% |
$54.8K - $60.4K
|
2.51K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
534+ 0.77% |
$54.7K - $60.3K
|
69.7K
$8.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
525+ 16.7% |
$53.8K - $59.3K
|
3.67K
$457K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
506+ 17.29% |
$51.8K - $57.2K
|
3.43K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
490+ 10.12% |
$50.2K - $55.4K
|
5.33K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
486+ 7.5% |
$49.8K - $54.9K
|
6.97K
$867K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
474+ 18.76% |
$48.5K - $53.6K
|
3K
$374K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
405+ 8.15% |
$41.5K - $45.8K
|
5.38K
$669K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 2.6% |
$40.6K - $44.7K
|
15.6K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
378+ 2.79% |
$38.7K - $42.7K
|
14K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
376+ 18.96% |
$38.5K - $42.5K
|
2.36K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
349+ 6.72% |
$35.7K - $39.4K
|
5.54K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
345+ 11.94% |
$35.3K - $39K
|
3.24K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
314+ 2.2% |
$32.2K - $35.5K
|
14.6K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
300New |
$30.7K - $33.9K
|
300
$37.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$30.7K - $33.9K
|
300
$37.4K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
290+ 1.71% |
$29.7K - $32.8K
|
17.3K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
274+ 1.31% |
$28.1K - $31K
|
21.2K
$2.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
258+ 13.42% |
$26.4K - $29.1K
|
2.18K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
212+ 6.14% |
$21.7K - $24K
|
3.67K
$456K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
190+ 69.09% |
$19.5K - $21.5K
|
465
$57.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
188+ 4.99% |
$19.3K - $21.2K
|
3.95K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
168+ 4.61% |
$17.2K - $19K
|
3.81K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
167+ 6.47% |
$17.1K - $18.9K
|
2.75K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
159+ 2.45% |
$16.3K - $18K
|
6.65K
$828K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
154+ 8.05% |
$15.8K - $17.4K
|
2.07K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
145+ 0.63% |
$14.8K - $16.4K
|
23K
$2.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
145+ 7.07% |
$14.8K - $16.4K
|
2.2K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 0.81% |
$14.6K - $16.2K
|
17.8K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
142+ 2.63% |
$14.5K - $16K
|
5.53K
$689K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
124+ 0.39% |
$12.7K - $14K
|
31.7K
$3.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117+ 3.87% |
$12K - $13.2K
|
3.14K
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$14.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
93+ 0.57% |
$9.52K - $10.5K
|
16.6K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
88+ 0.58% |
$9.01K - $9.94K
|
15.2K
$1.9M
|