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 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
7+ 0.16% |
$531 - $649
|
4.3K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7+ 21.21% |
$531 - $649
|
40
$4.98K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
4+ 0.14% |
$304 - $371
|
2.77K
$345K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.22% |
$228 - $278
|
1.37K
$170K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.53% |
$152 - $185
|
378
$47.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.03% |
$75.9 - $92.7
|
3.3K
$411K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.72% |
$75.9 - $92.7
|
139
$17.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$75.9 - $92.7
|
5.01K
$624K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-9- 0.2% |
$683 - $834
|
4.6K
$573K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.03% |
$759 - $927
|
37.3K
$4.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-20- 0.48% |
$1.52K - $1.85K
|
4.15K
$517K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-27- 0.72% |
$2.05K - $2.5K
|
3.7K
$461K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.89% |
$2.05K - $2.5K
|
3.02K
$376K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-27- 0.89% |
$2.05K - $2.5K
|
3.02K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.15% |
$2.28K - $2.78K
|
19.9K
$2.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-35- 22.58% |
$2.66K - $3.24K
|
120
$14.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-38- 0.49% |
$2.88K - $3.52K
|
7.75K
$965K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-40- 0.19% |
$3.04K - $3.71K
|
21.5K
$2.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 1.32% |
$3.42K - $4.17K
|
3.35K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 2.44% |
$6.07K - $7.41K
|
3.21K
$399K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-83- 2.21% |
$6.3K - $7.69K
|
3.68K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-86- 3.61% |
$6.53K - $7.97K
|
2.3K
$286K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 1.49% |
$6.83K - $8.34K
|
5.93K
$739K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.02% |
$7.59K - $9.27K
|
1.89K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-107- 6.71% |
$8.12K - $9.91K
|
1.49K
$185K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-116- 4.01% |
$8.81K - $10.7K
|
2.78K
$346K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-118- 4.16% |
$8.96K - $10.9K
|
2.72K
$338K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-118- 1.11% |
$8.96K - $10.9K
|
10.5K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-118- 26.4% |
$8.96K - $10.9K
|
329
$41K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-129- 3.56% |
$9.79K - $12K
|
3.5K
$436K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-130- 3.2% |
$9.87K - $12K
|
3.93K
$489K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-135- 0.85% |
$10.2K - $12.5K
|
15.8K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-145- 1.11% |
$11K - $13.4K
|
12.9K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-150- 3.06% |
$11.4K - $13.9K
|
4.75K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-150- 2.43% |
$11.4K - $13.9K
|
6.03K
$751K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-161- 1.29% |
$12.2K - $14.9K
|
12.3K
$1.54M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-167- 4.66% |
$12.7K - $15.5K
|
3.42K
$425K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-170- 5.86% |
$12.9K - $15.8K
|
2.73K
$340K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-188- 3.78% |
$14.3K - $17.4K
|
4.79K
$596K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 1.02% |
$15.2K - $18.5K
|
19.3K
$2.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-201- 4.27% |
$15.3K - $18.6K
|
4.5K
$561K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-224- 1.12% |
$17K - $20.8K
|
19.8K
$2.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-230- 7.84% |
$17.5K - $21.3K
|
2.7K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-239- 3.65% |
$18.1K - $22.1K
|
6.3K
$785K
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 2.35% |
$19K - $23.2K
|
10.4K
$1.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-253- 2.87% |
$19.2K - $23.4K
|
8.56K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-255- 9.84% |
$19.4K - $23.6K
|
2.34K
$291K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-280Closed |
$21.3K - $25.9K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-300- 8.8% |
$22.8K - $27.8K
|
3.11K
$387K
|