Purchases and Sales Made in Q3 2022 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 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
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
359+ 2.77% |
$27.3K - $33.3K
|
13.3K
$1.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
312+ 1.19% |
$23.7K - $28.9K
|
26.4K
$3.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
302+ 1.84% |
$22.9K - $28K
|
16.7K
$2.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
301+ 3.46% |
$22.8K - $27.9K
|
9.01K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
298+ 1.13% |
$22.6K - $27.6K
|
26.7K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271+ 2.11% |
$20.6K - $25.1K
|
13.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
266+ 2.52% |
$20.2K - $24.6K
|
10.8K
$1.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257+ 2570.0% |
$19.5K - $23.8K
|
267
$33.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
249+ 7.69% |
$18.9K - $23.1K
|
3.49K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
248+ 3.46% |
$18.8K - $23K
|
7.42K
$923K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
247+ 45.49% |
$18.7K - $22.9K
|
790
$98.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
244+ 5.14% |
$18.5K - $22.6K
|
5K
$622K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
239+ 11.96% |
$18.1K - $22.1K
|
2.24K
$279K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
210+ 11.93% |
$15.9K - $19.5K
|
1.97K
$245K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.2K - $18.5K
|
200
$24.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
190+ 2.31% |
$14.4K - $17.6K
|
8.4K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 1.79% |
$13.3K - $16.2K
|
9.96K
$1.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
171+ 3.67% |
$13K - $15.8K
|
4.83K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
170+ 0.33% |
$12.9K - $15.8K
|
51.4K
$6.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
169+ 0.61% |
$12.8K - $15.7K
|
28K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
151+ 2.41% |
$11.5K - $14K
|
6.41K
$798K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
125+ 250.0% |
$9.49K - $11.6K
|
175
$21.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
106+ 32.62% |
$8.05K - $9.82K
|
431
$53.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
103+ 0.64% |
$7.82K - $9.54K
|
16.2K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103+ 2.39% |
$7.82K - $9.54K
|
4.41K
$549K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
102+ 3.68% |
$7.74K - $9.45K
|
2.88K
$358K
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
100+ 0.3% |
$7.59K - $9.27K
|
33K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100+ 0.89% |
$7.59K - $9.27K
|
11.3K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
92+ 4.04% |
$6.98K - $8.52K
|
2.37K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
78+ 2.57% |
$5.92K - $7.23K
|
3.11K
$387K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
73+ 0.46% |
$5.54K - $6.76K
|
15.9K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
60+ 0.45% |
$4.55K - $5.56K
|
13.3K
$1.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
51+ 25.37% |
$3.87K - $4.73K
|
252
$31.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
51+ 0.97% |
$3.87K - $4.73K
|
5.28K
$658K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43+ 0.12% |
$3.26K - $3.98K
|
36.1K
$4.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 5.6% |
$3.04K - $3.71K
|
754
$93.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34+ 0.49% |
$2.58K - $3.15K
|
6.94K
$864K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
33+ 4.66% |
$2.51K - $3.06K
|
741
$92.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
26+ 0.48% |
$1.97K - $2.41K
|
5.43K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.59% |
$1.9K - $2.32K
|
4.28K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.28% |
$1.9K - $2.32K
|
8.97K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
23+ 0.23% |
$1.75K - $2.13K
|
10.2K
$1.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.21% |
$1.67K - $2.04K
|
10.7K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.48% |
$1.29K - $1.58K
|
3.54K
$441K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15+ 0.37% |
$1.14K - $1.39K
|
4.08K
$508K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 7.04% |
$759 - $927
|
152
$18.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.41% |
$759 - $927
|
2.44K
$303K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.04% |
$759 - $927
|
23.5K
$2.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.26% |
$683 - $834
|
3.42K
$426K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.96% |
$607 - $741
|
838
$104K
|