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
Oct 28, 2022 Q3 2022
Addison Advisors LLC

BUY
 -
2.36K
+ 25.35%
$179K - $219K
11.7K $1.43M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.34K
New
$177K - $216K
2.34K $287K
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
2.31K
+ 841.09%
$176K - $214K
2.59K $318K
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
2.3K
+ 9.29%
$175K - $213K
27.1K $3.33M
Oct 27, 2022 Q3 2022
Portland Global Advisors LLC

BUY
 -
2.24K
+ 24.31%
$170K - $208K
11.5K $1.41M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
2.21K
+ 2.16%
$168K - $205K
104K $12.8M
Oct 21, 2022 Q3 2022
Greenup Street Wealth Management LLC

BUY
 -
2.2K
+ 43.65%
$167K - $203K
7.23K $887K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
2.14K
+ 1.4%
$162K - $198K
154K $18.9M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
2.12K
+ 3.09%
$161K - $197K
70.8K $8.7M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.1K
New
$159K - $194K
2.1K $258K
Nov 14, 2022 Q3 2022
Mmbg Investment Advisors Co.

BUY
 -
2.09K
+ 52.13%
$158K - $193K
6.09K $747K
Nov 10, 2022 Q3 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
2K
+ 0.56%
$152K - $185K
361K $44.3M
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
1.98K
+ 2.72%
$150K - $183K
74.6K $9.15M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
1.89K
+ 1.57%
$144K - $175K
122K $15M
Nov 02, 2022 Q3 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
1.85K
+ 6.05%
$140K - $171K
32.4K $3.97M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.6K
+ 5.2%
$121K - $148K
32.3K $3.97M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.55K
+ 17.4%
$117K - $143K
10.4K $1.28M
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
1.51K
+ 9.46%
$114K - $140K
17.4K $2.14M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.5K
+ 13.45%
$114K - $139K
12.7K $1.55M
Nov 14, 2022 Q3 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
1.44K
+ 51.17%
$109K - $133K
4.25K $522K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.35K
+ 12.92%
$102K - $125K
11.8K $1.44M
Nov 04, 2022 Q3 2022
Pathway Financial Advisors LLC

BUY
 -
1.34K
+ 27.1%
$102K - $124K
6.29K $772K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.29K
+ 2.46%
$97.8K - $119K
53.7K $6.59M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
1.28K
+ 10.64%
$97.1K - $119K
13.3K $1.63M
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
1.24K
+ 7.52%
$94.2K - $115K
17.7K $2.18M
Nov 09, 2022 Q3 2022
Long Run Wealth Advisors, LLC

BUY
 -
1.13K
+ 2.77%
$85.9K - $105K
41.9K $5.15M
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.12K
+ 6.52%
$85.1K - $104K
18.3K $2.25M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.1K
New
$83.7K - $102K
1.1K $135K
Nov 14, 2022 Q3 2022
Unionview, LLC

Seattle, WA
BUY
 -
1.08K
+ 15.68%
$81.8K - $99.9K
7.95K $976K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
992
+ 4.34%
$75.3K - $91.9K
23.9K $2.93M
Apr 26, 2023 Q3 2022
Ashburton (Jersey) LTD

St Helier, Y9
BUY
 -
951
New
$72.2K - $88.1K
951 $117K
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

BUY
 -
912
+ 5.22%
$69.2K - $84.5K
18.4K $2.26M
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
835
+ 1.78%
$63.4K - $77.4K
47.9K $5.88M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
811
New
$61.6K - $75.1K
811 $99.6K
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
777
+ 1.47%
$59K - $72K
53.6K $6.58M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
777
+ 1.47%
$59K - $72K
53.6K $6.58M
Nov 09, 2022 Q3 2022
Rollins Financial

BUY
 -
769
+ 7.03%
$58.4K - $71.3K
11.7K $1.44M
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
577
+ 0.82%
$43.8K - $53.5K
71.3K $8.76M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
568
+ 7.25%
$43.1K - $52.6K
8.41K $1.03M
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
563
+ 3.28%
$42.7K - $52.2K
17.7K $2.18M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
519
+ 2.11%
$39.4K - $48.1K
25.1K $3.08M
Oct 27, 2022 Q3 2022
Mizuho Securities Co. Ltd.

BUY
 -
433
+ 759.65%
$32.9K - $40.1K
490 $60.2K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
410
+ 1.23%
$31.1K - $38K
33.7K $4.14M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
406
+ 4.3%
$30.8K - $37.6K
9.85K $1.21M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
401
+ 8.35%
$30.4K - $37.2K
5.2K $639K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
400
+ 2.21%
$30.4K - $37.1K
18.5K $2.27M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
398
+ 15.76%
$30.2K - $36.9K
2.92K $359K
Oct 21, 2022 Q3 2022
Hengehold Capital Management LLC

BUY
 -
368
+ 8.18%
$27.9K - $34.1K
4.87K $598K
Oct 18, 2022 Q3 2022
Corundum Group, Inc.

BUY
 -
364
+ 1.06%
$27.6K - $33.7K
34.6K $4.25M

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