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 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6.91K- 16.7% |
$708K - $781K
|
34.5K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.41K- 16.5% |
$759K - $837K
|
37.5K
$4.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.96K- 33.42% |
$815K - $899K
|
15.9K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.88K- 1.72% |
$910K - $1M
|
509K
$63.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9.3K- 12.61% |
$952K - $1.05M
|
64.5K
$8.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.4K- 6.76% |
$963K - $1.06M
|
130K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.56K- 21.49% |
$979K - $1.08M
|
34.9K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-9.59K- 10.31% |
$982K - $1.08M
|
83.4K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3K- 9.53% |
$1.05M - $1.16M
|
97.6K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.4K- 15.74% |
$1.06M - $1.17M
|
55.5K
$6.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.6K- 1.24% |
$1.29M - $1.42M
|
1M
$125M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 1.08% |
$1.31M - $1.45M
|
1.18M
$147M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 1.08% |
$1.31M - $1.45M
|
1.18M
$147M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-13K- 2.17% |
$1.33M - $1.47M
|
586K
$72.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.7K- 42.9% |
$1.5M - $1.66M
|
19.6K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.8K- 18.69% |
$1.52M - $1.67M
|
64.4K
$8.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.9K- 3.55% |
$1.53M - $1.69M
|
406K
$50.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.2K- 52.43% |
$1.66M - $1.83M
|
14.7K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21.2K- 49.01% |
$2.17M - $2.39M
|
22K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.4K- 1.32% |
$2.2M - $2.42M
|
1.6M
$199M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-23.5K- 56.67% |
$2.41M - $2.66M
|
18K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.9K- 77.22% |
$2.45M - $2.7M
|
7.05K
$877K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-26.2K- 5.47% |
$2.68M - $2.96M
|
452K
$56.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.5K- 12.8% |
$2.71M - $2.99M
|
180K
$22.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-30.4K- 28.25% |
$3.11M - $3.43M
|
77.2K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.5K- 2.18% |
$3.43M - $3.78M
|
1.5M
$187M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.2K- 4.25% |
$3.81M - $4.2M
|
837K
$104M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-108K- 13.34% |
$11M - $12.2M
|
701K
$87.3M
|