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 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.34K+ 47.01% |
$126K - $136K
|
4.18K
$520K
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 55.0% |
$124K - $134K
|
3.7K
$461K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.29K+ 26.36% |
$122K - $131K
|
6.18K
$770K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$114K - $122K
|
1.2K
$149K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.1K+ 0.53% |
$104K - $112K
|
207K
$25.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.05K+ 28.77% |
$99.2K - $107K
|
4.69K
$584K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.02K+ 47.06% |
$96.4K - $104K
|
3.18K
$396K
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
969+ 17.06% |
$91.8K - $98.8K
|
6.65K
$828K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
960+ 4.45% |
$90.9K - $97.9K
|
22.5K
$2.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
919+ 4.0% |
$87K - $93.7K
|
23.9K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
862New |
$81.6K - $87.9K
|
862
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
776New |
$73.5K - $79.1K
|
776
$96.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
764+ 17.03% |
$72.3K - $77.9K
|
5.25K
$654K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
759+ 4.16% |
$71.9K - $77.4K
|
19K
$2.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
735+ 4.99% |
$69.6K - $74.9K
|
15.5K
$1.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
721+ 4.93% |
$68.3K - $73.5K
|
15.3K
$1.91M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
718+ 30.74% |
$68K - $73.2K
|
3.05K
$380K
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
714+ 11.05% |
$67.6K - $72.8K
|
7.18K
$893K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
690+ 7.4% |
$65.3K - $70.3K
|
10K
$1.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
666+ 3.47% |
$63.1K - $67.9K
|
19.9K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
665+ 3.74% |
$63K - $67.8K
|
18.4K
$2.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
622+ 17.21% |
$58.9K - $63.4K
|
4.24K
$527K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
600+ 100.0% |
$56.8K - $61.2K
|
1.2K
$149K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
563+ 12.57% |
$53.3K - $57.4K
|
5.04K
$628K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
556+ 10.59% |
$52.6K - $56.7K
|
5.81K
$723K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
554+ 10.81% |
$52.5K - $56.5K
|
5.68K
$707K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
543+ 6.5% |
$51.4K - $55.3K
|
8.89K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
538+ 2.34% |
$50.9K - $54.8K
|
23.5K
$2.93M
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
537+ 79.32% |
$50.8K - $54.7K
|
1.21K
$151K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 22.5% |
$47.3K - $51K
|
2.72K
$339K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
451+ 3.8% |
$42.7K - $46K
|
12.3K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
444+ 14.23% |
$42K - $45.3K
|
3.57K
$444K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
416+ 6.9% |
$39.4K - $42.4K
|
6.45K
$803K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
412+ 4.14% |
$39K - $42K
|
10.4K
$1.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
400+ 2.14% |
$37.9K - $40.8K
|
19.1K
$2.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
381+ 11.18% |
$36.1K - $38.8K
|
3.79K
$472K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
350+ 16.53% |
$33.1K - $35.7K
|
2.47K
$307K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
350+ 8.82% |
$33.1K - $35.7K
|
4.32K
$538K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
350+ 4.64% |
$33.1K - $35.7K
|
7.89K
$982K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
338+ 13.89% |
$32K - $34.5K
|
2.77K
$345K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
322+ 11.88% |
$30.5K - $32.8K
|
3.03K
$378K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
290+ 6.82% |
$27.5K - $29.6K
|
4.54K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
276+ 2.04% |
$26.1K - $28.1K
|
13.8K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
265+ 1.42% |
$25.1K - $27K
|
18.9K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
260+ 1.28% |
$24.6K - $26.5K
|
20.6K
$2.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
260+ 8.68% |
$24.6K - $26.5K
|
3.26K
$405K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
260+ 13.02% |
$24.6K - $26.5K
|
2.26K
$281K
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
248+ 0.15% |
$23.5K - $25.3K
|
163K
$20.3M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
225+ 5.88% |
$21.3K - $22.9K
|
4.05K
$505K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
225+ 4.95% |
$21.3K - $22.9K
|
4.78K
$595K
|