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 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-300- 8.8% |
$22.8K - $27.8K
|
3.11K
$387K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-312- 4.27% |
$23.7K - $28.9K
|
7K
$872K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-315- 3.6% |
$23.9K - $29.2K
|
8.45K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-340- 7.65% |
$25.8K - $31.5K
|
4.1K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-350- 2.54% |
$26.6K - $32.4K
|
13.4K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-374- 26.64% |
$28.4K - $34.7K
|
1.03K
$128K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-375- 6.1% |
$28.5K - $34.7K
|
5.78K
$719K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-392- 10.71% |
$29.8K - $36.3K
|
3.27K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-395- 2.93% |
$30K - $36.6K
|
13.1K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-400- 2.84% |
$30.4K - $37.1K
|
13.7K
$1.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-414- 8.29% |
$31.4K - $38.4K
|
4.58K
$570K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-415- 80.58% |
$31.5K - $38.5K
|
100
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-423- 6.92% |
$32.1K - $39.2K
|
5.69K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 2.89% |
$36.1K - $44K
|
16K
$1.99M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-480- 35.77% |
$36.4K - $44.5K
|
862
$107K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-553- 2.39% |
$42K - $51.2K
|
22.6K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-590- 10.56% |
$44.8K - $54.7K
|
5K
$622K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-600- 7.17% |
$45.5K - $55.6K
|
7.77K
$967K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-612- 5.71% |
$46.5K - $56.7K
|
10.1K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-642- 3.25% |
$48.7K - $59.5K
|
19.1K
$2.38M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-658- 0.65% |
$49.9K - $61K
|
101K
$12.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-685- 4.89% |
$52K - $63.5K
|
13.3K
$1.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-728- 23.27% |
$55.3K - $67.5K
|
2.4K
$299K
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-780- 11.38% |
$59.2K - $72.3K
|
6.07K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-794- 9.67% |
$60.3K - $73.6K
|
7.42K
$923K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-800Closed |
$60.7K - $74.1K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-830- 12.51% |
$63K - $76.9K
|
5.81K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-850- 0.23% |
$64.5K - $78.8K
|
373K
$46.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-993- 7.51% |
$75.4K - $92K
|
12.2K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-993- 7.51% |
$75.4K - $92K
|
12.2K
$1.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.21K- 92.88% |
$92.1K - $112K
|
93
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.22K- 5.09% |
$92.6K - $113K
|
22.7K
$2.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 13.12% |
$98.3K - $120K
|
8.57K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 29.52% |
$103K - $125K
|
3.23K
$403K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.42K- 3.55% |
$108K - $131K
|
38.6K
$4.8M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.44K- 3.44% |
$109K - $133K
|
40.3K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.53K- 46.87% |
$116K - $141K
|
1.73K
$216K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.56K- 28.91% |
$118K - $144K
|
3.83K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.69K- 22.17% |
$128K - $156K
|
5.92K
$736K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.69K- 41.96% |
$128K - $156K
|
2.33K
$290K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 10.5% |
$130K - $158K
|
14.5K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.78K- 16.5% |
$135K - $165K
|
9.02K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.9K- 16.95% |
$144K - $176K
|
9.31K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.93K- 1.02% |
$147K - $179K
|
187K
$23.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.18K- 9.78% |
$165K - $202K
|
20.1K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.33K- 20.99% |
$177K - $216K
|
8.76K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.43K- 34.0% |
$184K - $225K
|
4.71K
$587K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.45K- 40.91% |
$186K - $227K
|
3.54K
$440K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.54K- 9.04% |
$193K - $236K
|
25.6K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 10.62% |
$204K - $249K
|
22.6K
$2.82M
|