Purchases and Sales Made in Q3 2022 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 2022. 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 30, 2022 Q3 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
37.9K
+ 33.97%
$2.88M - $3.52M
150K $18.4M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
37.1K
+ 128.14%
$2.81M - $3.43M
66K $8.1M
Nov 14, 2022 Q3 2022
Acorns Advisers, LLC

Irvine, CA
BUY
 -
27.4K
+ 11.7%
$2.08M - $2.54M
262K $32.2M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
25.7K
New
$1.95M - $2.38M
25.7K $3.16M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
21.8K
+ 2.14%
$1.65M - $2.02M
1.04M $128M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
21.3K
+ 7.91%
$1.61M - $1.97M
290K $35.6M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
19.4K
New
$1.48M - $1.8M
19.4K $2.39M
Oct 12, 2022 Q3 2022
Parkside Advisors LLC

BUY
 -
15.1K
+ 460.22%
$1.14M - $1.4M
18.3K $2.25M
Aug 02, 2023 Q3 2022
Money Design Co.,Ltd.

BUY
 -
14.7K
+ 4.35%
$1.11M - $1.36M
352K $43.2M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
14.1K
+ 6.05%
$1.07M - $1.3M
246K $30.3M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
12.3K
+ 3.1%
$934K - $1.14M
409K $50.2M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
10.4K
+ 243.95%
$786K - $960K
14.6K $1.79M
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
9.04K
+ 10.77%
$686K - $838K
92.9K $11.4M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.02K
+ 0.3%
$685K - $836K
3.02M $370M
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
8.86K
+ 34.82%
$672K - $821K
34.3K $4.21M
Oct 18, 2022 Q3 2022
Money Design Co.,Ltd.

BUY
 -
8.42K
+ 2.45%
$639K - $780K
352K $43.2M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
7.98K
+ 1.11%
$606K - $740K
728K $89.4M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
7.58K
+ 2.11%
$575K - $702K
366K $44.9M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.8K
+ 1.09%
$516K - $630K
629K $77.2M
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
6.67K
New
$506K - $618K
6.67K $819K
Nov 03, 2022 Q3 2022
Hills Bank & Trust CO

BUY
 -
6.6K
New
$501K - $612K
6.6K $810K
Oct 17, 2022 Q3 2022
Lantz Financial LLC

BUY
 -
6.53K
New
$496K - $605K
6.53K $802K
Oct 24, 2022 Q3 2022
Clear Creek Financial Management, LLC

BUY
 -
6.31K
+ 105.73%
$479K - $585K
12.3K $1.51M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
6.17K
New
$468K - $572K
6.17K $757K
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
5.9K
New
$448K - $547K
5.9K $724K
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
5.74K
New
$436K - $532K
5.74K $705K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
5.68K
New
$431K - $526K
5.68K $697K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
5.67K
+ 64.7%
$430K - $525K
14.4K $1.77M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.07K
+ 7.27%
$385K - $470K
74.8K $9.18M
Oct 12, 2022 Q3 2022
Dentgroup LLC

BUY
 -
5.07K
New
$385K - $469K
5.07K $622K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.04K
+ 6.6%
$382K - $467K
81.3K $9.99M
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
4.94K
+ 112.34%
$375K - $457K
9.33K $1.15M
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
4.69K
+ 9.51%
$356K - $434K
54K $6.63M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
4.31K
New
$327K - $399K
4.31K $529K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
4.25K
New
$323K - $394K
4.25K $522K
Nov 01, 2022 Q3 2022
Highview Capital Management LLC

BUY
 -
3.78K
New
$287K - $350K
3.78K $463K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
3.71K
+ 11.9%
$281K - $344K
34.9K $4.28M
Oct 21, 2022 Q3 2022
Strategic Wealth Investment Group, LLC

BUY
 -
3.48K
New
$264K - $322K
3.48K $427K
Oct 28, 2022 Q3 2022
Levy Wealth Management Group, LLC

BUY
 -
3.44K
+ 46.26%
$261K - $319K
10.9K $1.34M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
3.16K
+ 10.76%
$240K - $293K
32.5K $3.99M
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
3.14K
+ 40.36%
$238K - $291K
10.9K $1.34M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
3.01K
New
$228K - $279K
3.01K $369K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.95K
+ 44.19%
$224K - $273K
9.62K $1.18M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
2.92K
+ 17.32%
$221K - $270K
19.7K $2.42M
Jun 17, 2024 Q3 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.87K
+ 70.65%
$218K - $266K
6.93K $850K
Nov 07, 2022 Q3 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
2.51K
+ 13.71%
$190K - $232K
20.8K $2.55M
Oct 18, 2022 Q3 2022
Mill Capital Management, LLC

BUY
 -
2.48K
New
$188K - $229K
2.48K $304K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.42K
+ 2.21%
$184K - $224K
112K $13.7M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.41K
+ 43.57%
$183K - $223K
7.93K $973K

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