Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58MNew |
$244M - $263M
|
2.58M
$317M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.99MNew |
$188M - $203M
|
1.99M
$244M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 7.78% |
$16.8M - $18M
|
2.45M
$301M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
137K+ 16.08% |
$12.9M - $13.9M
|
986K
$121M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
85.4K+ 221.07% |
$8.08M - $8.7M
|
124K
$15.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
79.9K+ 64.69% |
$7.56M - $8.14M
|
203K
$25M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
72.9K+ 3449.46% |
$6.9M - $7.43M
|
75K
$9.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
50.4K+ 87.53% |
$4.77M - $5.14M
|
108K
$13.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
48.9K+ 922.34% |
$4.63M - $4.98M
|
54.2K
$6.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
40KNew |
$3.78M - $4.07M
|
40K
$4.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 8.51% |
$3.72M - $4.01M
|
501K
$61.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
37.3K+ 17.1% |
$3.54M - $3.81M
|
256K
$31.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.4K+ 4.44% |
$3.44M - $3.71M
|
855K
$105M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 216.6% |
$3.16M - $3.4M
|
48.8K
$5.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.1K+ 6.89% |
$3.14M - $3.38M
|
514K
$63.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.7K+ 48.38% |
$2.91M - $3.13M
|
94.1K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5K+ 546.98% |
$2.79M - $3.01M
|
34.9K
$4.28M
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
28.2K+ 95.25% |
$2.67M - $2.87M
|
57.7K
$7.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.3K+ 11.31% |
$2.59M - $2.79M
|
269K
$33M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.4K+ 17.65% |
$2.4M - $2.59M
|
169K
$20.8M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.8K+ 44.5% |
$2.25M - $2.42M
|
77.2K
$9.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.3KNew |
$2.2M - $2.37M
|
23.3K
$2.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
22.3KNew |
$2.11M - $2.27M
|
22.3K
$2.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.4K+ 218.84% |
$1.74M - $1.87M
|
26.7K
$3.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.8K+ 12.19% |
$1.69M - $1.82M
|
164K
$20.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
17.4KNew |
$1.65M - $1.78M
|
17.4K
$2.14M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 6.81% |
$1.51M - $1.62M
|
250K
$30.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
15.9K+ 1008.84% |
$1.5M - $1.62M
|
17.4K
$2.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 2.51% |
$1.45M - $1.56M
|
624K
$76.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
14.4K+ 8.22% |
$1.36M - $1.47M
|
189K
$23.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 15.98% |
$1.26M - $1.36M
|
96.8K
$11.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 29.46% |
$1.24M - $1.34M
|
57.7K
$7.09M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12K+ 18.65% |
$1.14M - $1.22M
|
76.4K
$9.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$1.11M - $1.19M
|
11.7K
$1.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
10.7K+ 3.82% |
$1.01M - $1.09M
|
290K
$35.6M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
10.3K+ 13.52% |
$976K - $1.05M
|
86.5K
$10.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
9.96K+ 0.96% |
$943K - $1.01M
|
1.05M
$129M
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.1K+ 227.5% |
$862K - $928K
|
13.1K
$1.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.65KNew |
$819K - $882K
|
8.65K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
8.45KNew |
$800K - $861K
|
8.45K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.19KNew |
$776K - $835K
|
8.19K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.1K+ 1.25% |
$767K - $826K
|
656K
$80.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.94K+ 25.7% |
$752K - $809K
|
38.8K
$4.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
7.56K+ 100.0% |
$716K - $771K
|
15.1K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6.74KNew |
$638K - $687K
|
6.74K
$828K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6.27K+ 520.51% |
$593K - $639K
|
7.47K
$917K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.97K+ 8.51% |
$565K - $608K
|
76.1K
$9.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.9KNew |
$558K - $601K
|
5.9K
$724K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
5.86K+ 29.29% |
$555K - $598K
|
25.9K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83K+ 7.12% |
$552K - $594K
|
87.6K
$10.8M
|