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 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-771- 8.63% |
$79K - $87.1K
|
8.16K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-808- 5.0% |
$82.7K - $91.3K
|
15.3K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-815- 4.87% |
$83.5K - $92.1K
|
15.9K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-897- 16.73% |
$91.9K - $101K
|
4.47K
$556K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-943- 3.09% |
$96.6K - $107K
|
29.6K
$3.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-950- 16.93% |
$97.3K - $107K
|
4.66K
$580K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-980- 4.31% |
$100K - $111K
|
21.8K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.05K- 19.45% |
$107K - $118K
|
4.33K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.07K- 11.08% |
$109K - $120K
|
8.56K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.15K- 10.6% |
$117K - $129K
|
9.66K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.18K- 13.06% |
$121K - $133K
|
7.83K
$975K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.2K- 18.15% |
$123K - $136K
|
5.41K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 5.12% |
$126K - $139K
|
22.7K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.23K- 1.78% |
$126K - $139K
|
68.1K
$8.47M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 7.17% |
$128K - $141K
|
16.2K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.34K- 1.69% |
$137K - $151K
|
77.9K
$9.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 3.82% |
$138K - $152K
|
33.8K
$4.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.38K- 5.86% |
$141K - $155K
|
22.1K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 2.62% |
$145K - $160K
|
52.5K
$6.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 2.32% |
$167K - $184K
|
68.8K
$8.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 5.29% |
$168K - $185K
|
29.3K
$3.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.66K- 0.6% |
$170K - $188K
|
273K
$34M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.8K- 25.88% |
$184K - $203K
|
5.15K
$642K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.85K- 2.09% |
$190K - $209K
|
86.6K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 34.45% |
$192K - $212K
|
3.58K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.88K- 49.36% |
$193K - $213K
|
1.93K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.98K- 45.59% |
$203K - $224K
|
2.36K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.98K- 7.95% |
$203K - $224K
|
22.9K
$2.86M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.01K- 2.03% |
$206K - $228K
|
97.2K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.05K- 9.93% |
$210K - $232K
|
18.6K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-2.23K- 28.43% |
$228K - $252K
|
5.61K
$699K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.28K- 21.64% |
$234K - $258K
|
8.26K
$1.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.4K- 13.27% |
$246K - $271K
|
15.7K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.47K- 18.49% |
$253K - $279K
|
10.9K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.48K- 42.82% |
$254K - $280K
|
3.31K
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.59K- 3.78% |
$265K - $292K
|
65.8K
$8.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.03K- 48.64% |
$310K - $342K
|
3.2K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.34K- 5.06% |
$342K - $377K
|
62.7K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.63K- 50.47% |
$371K - $410K
|
3.56K
$443K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.63K- 4.13% |
$372K - $410K
|
84.2K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.64K- 1.11% |
$373K - $411K
|
325K
$40.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 3.5% |
$401K - $442K
|
108K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.51K- 33.16% |
$462K - $510K
|
9.1K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.54K- 2.23% |
$465K - $513K
|
199K
$24.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.96K- 44.39% |
$508K - $561K
|
6.22K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5.24K- 98.42% |
$537K - $592K
|
84
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-5.47K- 8.29% |
$560K - $618K
|
60.5K
$7.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.3K- 2.9% |
$645K - $712K
|
211K
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.74K- 3.38% |
$690K - $762K
|
193K
$24M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.87K- 96.84% |
$703K - $776K
|
224
$27.9K
|