Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5.25M+ 223.62% |
$470M - $510M
|
7.6M
$947M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
172KNew |
$15.4M - $16.7M
|
172K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.6K+ 260.7% |
$3.81M - $4.14M
|
59K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 22.33% |
$3.78M - $4.11M
|
232K
$28.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22.5K+ 5.25% |
$2.01M - $2.19M
|
451K
$56.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.2K+ 894.67% |
$1.89M - $2.05M
|
23.5K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7K+ 15.71% |
$1.67M - $1.82M
|
138K
$17.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
16.5K+ 24.36% |
$1.48M - $1.6M
|
84.3K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.3K+ 118.59% |
$1.46M - $1.58M
|
30.1K
$3.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.9KNew |
$1.42M - $1.54M
|
15.9K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 202.0% |
$1.28M - $1.39M
|
21.4K
$2.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.4KNew |
$1.2M - $1.3M
|
13.4K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
12.2K+ 6.44% |
$1.09M - $1.18M
|
201K
$25.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12KNew |
$1.07M - $1.17M
|
12K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
11.9K+ 21.4% |
$1.06M - $1.15M
|
67.3K
$8.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.4KNew |
$1.02M - $1.11M
|
11.4K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2KNew |
$1.01M - $1.09M
|
11.2K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.6K+ 9.41% |
$952K - $1.03M
|
124K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 17.75% |
$916K - $995K
|
67.9K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.86K+ 2.68% |
$793K - $860K
|
340K
$42.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.23K+ 69.89% |
$736K - $799K
|
20K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.09KNew |
$724K - $785K
|
8.09K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.87KNew |
$705K - $765K
|
7.87K
$980K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.98K+ 125.83% |
$625K - $678K
|
12.5K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6K+ 2.34% |
$537K - $583K
|
262K
$32.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.91KNew |
$529K - $574K
|
5.91K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.73K+ 107.06% |
$513K - $557K
|
11.1K
$1.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.6K+ 27.13% |
$501K - $544K
|
26.3K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.47K+ 13.4% |
$489K - $531K
|
46.3K
$5.76M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
5.31K+ 0.99% |
$475K - $516K
|
539K
$67.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.27K+ 22.92% |
$472K - $512K
|
28.3K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.27K+ 1.14% |
$471K - $511K
|
468K
$58.3M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.25KNew |
$470K - $510K
|
5.25K
$654K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5K+ 366.84% |
$447K - $486K
|
6.36K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.78K+ 14.8% |
$428K - $465K
|
37.1K
$4.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.57K+ 7.15% |
$409K - $443K
|
68.5K
$8.53M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.38K+ 15.58% |
$392K - $425K
|
32.5K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.31KNew |
$385K - $418K
|
4.31K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.11K+ 19.33% |
$368K - $400K
|
25.4K
$3.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.09KNew |
$366K - $398K
|
4.09K
$510K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.94K+ 3.7% |
$352K - $382K
|
110K
$13.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.81K+ 4.97% |
$341K - $370K
|
80.5K
$10M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.63K+ 16.16% |
$325K - $353K
|
26.1K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.57K+ 29.83% |
$320K - $347K
|
15.5K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.3K+ 7.38% |
$295K - $320K
|
48K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.27K+ 40.51% |
$292K - $317K
|
11.3K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2K+ 72.73% |
$286K - $311K
|
7.6K
$946K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
2.81K+ 4.36% |
$252K - $273K
|
67.4K
$8.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.6K+ 16.55% |
$233K - $253K
|
18.3K
$2.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.35KNew |
$210K - $228K
|
2.35K
$292K
|