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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
199+ 6.05% |
$18.8K - $20.3K
|
3.49K
$434K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
179+ 2.22% |
$16.9K - $18.2K
|
8.26K
$1.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
176+ 3.81% |
$16.7K - $17.9K
|
4.8K
$598K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
175+ 23.97% |
$16.6K - $17.8K
|
905
$113K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
141+ 2.18% |
$13.4K - $14.4K
|
6.61K
$823K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
141+ 57.55% |
$13.4K - $14.4K
|
386
$48.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
137+ 23.38% |
$13K - $14K
|
723
$90K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
135New |
$12.8K - $13.8K
|
135
$16.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
130+ 1.35% |
$12.3K - $13.3K
|
9.74K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
122+ 1.07% |
$11.6K - $12.4K
|
11.6K
$1.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
120+ 0.24% |
$11.4K - $12.2K
|
50.1K
$6.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
116New |
$11K - $11.8K
|
116
$14.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
113+ 4.51% |
$10.7K - $11.5K
|
2.62K
$326K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102New |
$9.66K - $10.4K
|
102
$12.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 3.04% |
$9.47K - $10.2K
|
3.39K
$422K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
92+ 2.04% |
$8.71K - $9.38K
|
4.59K
$572K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
62+ 0.02% |
$5.87K - $6.32K
|
335K
$41.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
50New |
$4.73K - $5.1K
|
50
$6.23K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
45+ 1.65% |
$4.26K - $4.59K
|
2.77K
$344K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40+ 0.53% |
$3.79K - $4.08K
|
7.65K
$953K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
28+ 0.69% |
$2.65K - $2.85K
|
4.11K
$512K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 4.97% |
$2.56K - $2.75K
|
570
$71K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 1.11% |
$2.37K - $2.55K
|
2.27K
$282K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.98% |
$2.37K - $2.55K
|
2.59K
$322K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.32% |
$2.08K - $2.24K
|
6.84K
$852K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 0.35% |
$1.8K - $1.94K
|
5.51K
$686K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.14K - $1.22K
|
3.5K
$435K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 1.02% |
$947 - $1.02K
|
995
$124K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.15% |
$947 - $1.02K
|
6.47K
$805K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
10+ 0.3% |
$947 - $1.02K
|
3.35K
$418K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8New |
$758 - $815
|
8
$996
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$758 - $815
|
3.82K
$475K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
8+ 0.14% |
$758 - $815
|
5.76K
$717K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.11% |
$473 - $510
|
4.53K
$564K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.22% |
$379 - $408
|
1.81K
$225K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.43% |
$189 - $204
|
463
$57.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.33% |
$94.7 - $102
|
301
$37.5K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.74% |
$94.7 - $102
|
137
$17.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$94.7 - $102
|
1.36K
$169K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$94.7 - $102
|
4.48K
$558K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$94.7 - $102
|
15K
$1.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.44% |
$94.7 - $102
|
226
$28.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.04% |
$94.7 - $102
|
2.39K
$297K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.02% |
$94.7 - $102
|
6.4K
$797K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$94.7 - $102
|
5.78K
$720K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3- 5.17% |
$284 - $306
|
55
$6.85K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.12% |
$947 - $1.02K
|
8.52K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 19.23% |
$947 - $1.02K
|
42
$5.23K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-10- 0.23% |
$947 - $1.02K
|
4.36K
$543K
|