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 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.71K- 43.39% |
$205K - $251K
|
3.53K
$433K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 4.24% |
$236K - $289K
|
70.4K
$8.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.43K- 42.69% |
$260K - $318K
|
4.6K
$565K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.53K- 21.97% |
$268K - $327K
|
12.5K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.64K- 3.42% |
$276K - $337K
|
103K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.65K- 34.98% |
$277K - $338K
|
6.79K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.26K- 16.04% |
$323K - $395K
|
22.3K
$2.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.79K- 38.71% |
$364K - $444K
|
7.59K
$932K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.8K- 32.38% |
$440K - $537K
|
12.1K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.03K- 45.85% |
$458K - $559K
|
7.13K
$875K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.38K- 14.97% |
$484K - $591K
|
36.2K
$4.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.57K- 44.86% |
$499K - $609K
|
8.08K
$992K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.66K- 3.12% |
$505K - $617K
|
207K
$25.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.02K- 3.4% |
$609K - $743K
|
228K
$28M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9.36K- 11.07% |
$711K - $867K
|
75.2K
$9.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 38.42% |
$877K - $1.07M
|
18.5K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.2K- 56.15% |
$923K - $1.13M
|
9.49K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-13.1K- 15.5% |
$991K - $1.21M
|
71.2K
$8.74M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 2.68% |
$1.03M - $1.26M
|
494K
$60.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.7K- 44.92% |
$1.04M - $1.27M
|
16.8K
$2.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.8K- 35.41% |
$1.35M - $1.64M
|
32.4K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 3.81% |
$1.56M - $1.91M
|
520K
$63.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-20.7K- 23.33% |
$1.57M - $1.92M
|
68.2K
$8.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.6K- 4.6% |
$1.95M - $2.38M
|
532K
$65.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-40.5K- 26.96% |
$3.08M - $3.75M
|
110K
$13.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.2K- 55.16% |
$3.13M - $3.82M
|
33.5K
$4.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-41.7K- 38.77% |
$3.16M - $3.86M
|
65.8K
$8.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.3K- 91.78% |
$3.9M - $4.76M
|
4.6K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.8K- 5.87% |
$4.24M - $5.17M
|
895K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.2K- 3.32% |
$4.42M - $5.4M
|
1.7M
$208M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.3K- 10.29% |
$5.11M - $6.24M
|
587K
$72.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-126K- 11.48% |
$9.6M - $11.7M
|
974K
$120M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-137K- 5.88% |
$10.4M - $12.7M
|
2.2M
$270M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-799K- 98.54% |
$60.6M - $74M
|
11.9K
$1.46M
|