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 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.04KClosed |
$98.6K - $106K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
SELL
|
- |
-1.04K- 4.41% |
$98.7K - $106K
|
22.6K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.05K- 8.88% |
$99.3K - $107K
|
10.8K
$1.34M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.08K- 3.94% |
$102K - $110K
|
26.3K
$3.27M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.09K- 1.06% |
$103K - $111K
|
102K
$12.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15KClosed |
$109K - $117K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 8.13% |
$109K - $117K
|
13K
$1.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.16K- 4.27% |
$110K - $118K
|
25.9K
$3.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.27K- 12.1% |
$120K - $129K
|
9.22K
$1.15M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.34KClosed |
$127K - $136K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.43K- 5.58% |
$136K - $146K
|
24.2K
$3.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.45K- 6.64% |
$137K - $148K
|
20.4K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.6K- 16.49% |
$151K - $163K
|
8.08K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.72K- 29.85% |
$163K - $175K
|
4.04K
$503K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.14KClosed |
$203K - $219K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69KClosed |
$254K - $274K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.78KClosed |
$263K - $283K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.49KClosed |
$331K - $356K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.21K- 99.25% |
$398K - $429K
|
32
$3.98K
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-5.43K- 10.02% |
$514K - $553K
|
48.8K
$6.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.52KClosed |
$523K - $563K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.53KClosed |
$618K - $665K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.9K- 33.31% |
$654K - $704K
|
13.8K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.95K- 33.56% |
$658K - $708K
|
13.8K
$1.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-7.56K- 50.0% |
$716K - $771K
|
7.56K
$942K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-9.19K- 10.34% |
$870K - $937K
|
79.7K
$9.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-10.4K- 1.54% |
$989K - $1.06M
|
666K
$82.9M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$1.08M - $1.17M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-12K- 47.38% |
$1.14M - $1.22M
|
13.3K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.8K- 6.2% |
$1.69M - $1.82M
|
270K
$33.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-22.4K- 24.68% |
$2.12M - $2.29M
|
68.4K
$8.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 83.93% |
$2.32M - $2.5M
|
4.7K
$585K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-72.8K- 97.13% |
$6.9M - $7.43M
|
2.16K
$268K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-127KClosed |
$12M - $12.9M
|
0
$0
|