Purchases and Sales Made in Q3 2021 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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 05, 2021 Q3 2021
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-20
- 1.1%
$1.89K - $2.04K
1.8K $224K
Nov 01, 2021 Q3 2021
Well Done, LLC

SELL
 -
-20
- 0.37%
$1.89K - $2.04K
5.39K $671K
Oct 27, 2021 Q3 2021
Lvz, Inc.

SELL
 -
-21
- 0.76%
$1.99K - $2.14K
2.73K $340K
Dec 19, 2024 Q3 2021
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-23
- 3.24%
$2.18K - $2.34K
687 $85.5K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-28
- 1.04%
$2.65K - $2.85K
2.68K $333K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-31
- 0.1%
$2.94K - $3.16K
31.2K $3.89M
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-35
- 0.25%
$3.31K - $3.57K
14.1K $1.76M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-71
- 0.58%
$6.72K - $7.24K
12.2K $1.52M
Oct 19, 2021 Q3 2021
First Pacific Financial

SELL
 -
-78
- 3.5%
$7.39K - $7.95K
2.15K $268K
Oct 18, 2021 Q3 2021
Monumental Financial Group Inc.

SELL
 -
-82
- 1.48%
$7.76K - $8.36K
5.45K $678K
Nov 10, 2021 Q3 2021
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-130
- 1.6%
$12.3K - $13.3K
7.97K $992K
Oct 26, 2021 Q3 2021
Prism Advisors, Inc.

SELL
 -
-144
- 2.92%
$13.6K - $14.7K
4.79K $596K
Nov 15, 2021 Q3 2021
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-149
- 2.9%
$14.1K - $15.2K
4.99K $621K
Nov 09, 2021 Q3 2021
Gould Asset Management LLC

Claremont, CA
SELL
 -
-150
- 1.08%
$14.2K - $15.3K
13.7K $1.71M
Nov 05, 2021 Q3 2021
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-162
- 5.44%
$15.3K - $16.5K
2.81K $350K
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
SELL
 -
-169
- 2.36%
$16K - $17.2K
6.99K $870K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-175
- 3.8%
$16.6K - $17.8K
4.43K $551K
Oct 12, 2021 Q3 2021
Acropolis Investment Management, LLC

SELL
 -
-180
- 5.04%
$17K - $18.3K
3.39K $422K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-184
- 3.94%
$17.4K - $18.8K
4.48K $558K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

SELL
 -
-192
- 5.65%
$18.2K - $19.6K
3.2K $399K
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

SELL
 -
-217
- 8.09%
$20.5K - $22.1K
2.46K $307K
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-226
- 1.17%
$21.4K - $23K
19.1K $2.37M
Oct 27, 2021 Q3 2021
Peoples Bank

SELL
 -
-230
- 3.44%
$21.8K - $23.4K
6.45K $803K
Nov 18, 2021 Q3 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-235
- 7.7%
$22.3K - $24K
2.82K $350K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-235
- 7.07%
$22.3K - $24K
3.09K $384K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-235
- 7.07%
$22.3K - $24K
3.09K $384K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-239
- 1.1%
$22.6K - $24.4K
21.5K $2.67M
Nov 09, 2021 Q3 2021
Parsons Capital Management Inc

SELL
 -
-245
- 3.68%
$23.2K - $25K
6.41K $798K
Nov 09, 2021 Q3 2021
Lws Wealth Advisors, Inc.

SELL
 -
-249
- 10.04%
$23.6K - $25.4K
2.23K $278K
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

SELL
 -
-259
- 2.07%
$24.5K - $26.4K
12.2K $1.52M
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-267
Closed
$25.3K - $27.2K
0 $0
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-292
- 9.23%
$27.6K - $29.8K
2.87K $357K
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-338
- 11.92%
$32K - $34.5K
2.5K $311K
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-348
- 13.74%
$33K - $35.5K
2.18K $272K
Nov 15, 2021 Q3 2021
Bailard, Inc.

SELL
 -
-350
- 1.3%
$33.1K - $35.7K
26.6K $3.31M
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-449
- 2.86%
$42.5K - $45.8K
15.3K $1.9M
Nov 04, 2021 Q3 2021
Diversified, LLC

SELL
 -
-467
- 15.63%
$44.2K - $47.6K
2.52K $314K
Nov 03, 2021 Q3 2021
Callahan Advisors, LLC

SELL
 -
-500
- 18.87%
$47.3K - $51K
2.15K $268K
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-524
- 9.22%
$49.6K - $53.4K
5.16K $643K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-606
- 16.28%
$57.4K - $61.8K
3.12K $388K
Nov 12, 2021 Q3 2021
Hsbc Holdings PLC

London, X0
SELL
 -
-740
- 14.8%
$70.1K - $75.4K
4.26K $530K
Nov 12, 2021 Q3 2021
Brown Advisory Inc

SELL
 -
-763
- 8.61%
$72.2K - $77.8K
8.09K $1.01M
Nov 12, 2021 Q3 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-819
- 9.62%
$77.6K - $83.5K
7.69K $958K
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-828
- 4.08%
$78.4K - $84.4K
19.5K $2.43M
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

SELL
 -
-852
- 6.36%
$80.7K - $86.8K
12.6K $1.56M
Nov 15, 2021 Q3 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-868
- 5.79%
$82.2K - $88.5K
14.1K $1.76M
Oct 19, 2021 Q3 2021
Prentiss Smith & CO Inc

Brattleboro, VT
SELL
 -
-908
- 14.1%
$86K - $92.6K
5.53K $689K
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-960
- 9.77%
$90.9K - $97.9K
8.87K $1.1M
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-1.04K
Closed
$98.5K - $106K
0 $0

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