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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.03% |
$102 - $113
|
3.38K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.38% |
$410 - $452
|
1.06K
$132K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.19% |
$512 - $565
|
2.57K
$320K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-5- 0.14% |
$512 - $565
|
3.65K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8- 0.95% |
$819 - $904
|
830
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-10- 0.48% |
$1.02K - $1.13K
|
2.08K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.13% |
$1.23K - $1.36K
|
9.37K
$1.17M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16- 0.33% |
$1.64K - $1.81K
|
4.82K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 2.8% |
$2.05K - $2.26K
|
694
$86.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 1.14% |
$2.05K - $2.26K
|
1.74K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21- 0.39% |
$2.15K - $2.37K
|
5.37K
$668K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-24- 0.26% |
$2.46K - $2.71K
|
9.08K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-28- 1.16% |
$2.87K - $3.16K
|
2.39K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-35- 0.36% |
$3.58K - $3.95K
|
9.61K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-35- 61.4% |
$3.58K - $3.95K
|
22
$2.74K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36- 3.94% |
$3.69K - $4.07K
|
877
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-44- 0.23% |
$4.51K - $4.97K
|
19.3K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 1.35% |
$4.61K - $5.08K
|
3.3K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-55- 1.75% |
$5.63K - $6.21K
|
3.09K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-61- 2.62% |
$6.25K - $6.89K
|
2.27K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-65- 1.0% |
$6.66K - $7.34K
|
6.45K
$804K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-67- 0.12% |
$6.86K - $7.57K
|
54.7K
$6.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-68- 1.02% |
$6.96K - $7.68K
|
6.59K
$820K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 6.96% |
$7.48K - $8.25K
|
976
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74- 1.26% |
$7.58K - $8.36K
|
5.78K
$719K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-83- 2.19% |
$8.5K - $9.38K
|
3.71K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-84- 1.36% |
$8.6K - $9.49K
|
6.1K
$759K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-94- 6.95% |
$9.63K - $10.6K
|
1.26K
$157K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-97- 0.75% |
$9.93K - $11K
|
12.8K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 1.03% |
$10.2K - $11.3K
|
9.61K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-101- 1.34% |
$10.3K - $11.4K
|
7.41K
$923K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-101- 0.06% |
$10.3K - $11.4K
|
181K
$22.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-118- 0.94% |
$12.1K - $13.3K
|
12.5K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-118- 2.01% |
$12.1K - $13.3K
|
5.74K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-119- 1.68% |
$12.2K - $13.4K
|
6.98K
$870K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-120- 6.18% |
$12.3K - $13.6K
|
1.82K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-122- 1.28% |
$12.5K - $13.8K
|
9.41K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-123- 2.72% |
$12.6K - $13.9K
|
4.4K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-125- 23.06% |
$12.8K - $14.1K
|
417
$51.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.53% |
$15.4K - $16.9K
|
1.84K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-150- 3.0% |
$15.4K - $16.9K
|
4.85K
$604K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-158- 1.63% |
$16.2K - $17.9K
|
9.53K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-162- 3.28% |
$16.6K - $18.3K
|
4.78K
$596K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-163- 2.86% |
$16.7K - $18.4K
|
5.54K
$689K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-167- 2.84% |
$17.1K - $18.9K
|
5.72K
$712K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-195- 6.21% |
$20K - $22K
|
2.95K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 3.53% |
$20.5K - $22.6K
|
5.47K
$681K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 4.84% |
$20.5K - $22.6K
|
3.93K
$489K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-203- 6.23% |
$20.8K - $22.9K
|
3.06K
$380K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-212- 1.67% |
$21.7K - $24K
|
12.5K
$1.55M
|