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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.51K+ 20.12% |
$522K - $562K
|
32.9K
$4.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 9.23% |
$509K - $548K
|
63.6K
$7.92M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.29K+ 26.62% |
$501K - $539K
|
25.1K
$3.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.99K+ 6.15% |
$473K - $509K
|
86.2K
$10.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.96K+ 16.6% |
$470K - $506K
|
34.9K
$4.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
4.87K+ 55.5% |
$462K - $497K
|
13.7K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 6.52% |
$440K - $474K
|
75.9K
$9.46M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.52K+ 9.7% |
$428K - $461K
|
51.1K
$6.36M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.45KNew |
$421K - $453K
|
4.45K
$554K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.3K+ 75.21% |
$407K - $439K
|
10K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.25KNew |
$402K - $433K
|
4.25K
$529K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.19K+ 20.96% |
$396K - $427K
|
24.2K
$3.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
4.11K+ 14.5% |
$389K - $419K
|
32.4K
$4.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.01K+ 34.76% |
$380K - $409K
|
15.5K
$1.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
4KNew |
$379K - $408K
|
4K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.93K+ 7.53% |
$372K - $400K
|
56.1K
$6.98M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.83KNew |
$363K - $390K
|
3.83K
$477K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.43K+ 5.88% |
$325K - $350K
|
61.8K
$7.69M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
3.3KNew |
$312K - $336K
|
3.3K
$410K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
3.1KNew |
$293K - $315K
|
3.1K
$385K
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
BUY
|
- |
3.03K+ 2.74% |
$287K - $309K
|
114K
$14.2M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.02K+ 54.72% |
$286K - $308K
|
8.54K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.98K+ 281.66% |
$282K - $304K
|
4.04K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94KNew |
$278K - $300K
|
2.94K
$366K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77KNew |
$262K - $283K
|
2.77K
$345K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.69KNew |
$255K - $274K
|
2.69K
$335K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.68K+ 17.73% |
$254K - $273K
|
17.8K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.63KNew |
$249K - $268K
|
2.63K
$327K
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2.59KNew |
$246K - $264K
|
2.59K
$323K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 19.74% |
$234K - $252K
|
15K
$1.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.47KNew |
$234K - $251K
|
2.47K
$307K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.45KNew |
$232K - $250K
|
2.45K
$306K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.44K+ 3.35% |
$231K - $249K
|
75.4K
$9.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.15KNew |
$204K - $219K
|
2.15K
$268K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$204K - $219K
|
2.15K
$268K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.1KNew |
$199K - $214K
|
2.1K
$262K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.06K+ 3.45% |
$195K - $210K
|
61.7K
$7.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 31.52% |
$194K - $209K
|
8.55K
$1.06M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.87K+ 5.48% |
$177K - $190K
|
35.9K
$4.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.83K+ 1.55% |
$173K - $187K
|
120K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.78K+ 4.8% |
$169K - $182K
|
38.9K
$4.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.78K+ 35.67% |
$169K - $182K
|
6.77K
$843K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 9.21% |
$162K - $175K
|
20.3K
$2.53M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.67K+ 6.43% |
$158K - $170K
|
27.6K
$3.44M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 234.95% |
$156K - $168K
|
2.35K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.53K+ 4.45% |
$145K - $156K
|
35.9K
$4.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.45K+ 6.55% |
$138K - $148K
|
23.7K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.4K+ 5.77% |
$132K - $142K
|
25.6K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.39K+ 7.96% |
$131K - $141K
|
18.8K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.36K+ 19.05% |
$128K - $138K
|
8.47K
$1.05M
|