Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
2.24K
+ 7.19%
$200K - $217K
33.4K $4.16M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.22K
+ 11.69%
$198K - $215K
21.2K $2.64M
Nov 02, 2023 Q3 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
1.95K
+ 7.11%
$174K - $189K
29.3K $3.65M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.92K
+ 15.98%
$172K - $186K
13.9K $1.74M
Oct 17, 2023 Q3 2023
Corundum Group, Inc.

BUY
 -
1.86K
+ 3.03%
$166K - $180K
63.1K $7.86M
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.8K
+ 30.73%
$161K - $175K
7.66K $954K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.58K
+ 6.74%
$141K - $153K
25K $3.11M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.4K
+ 3.13%
$125K - $136K
46.1K $5.74M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
1.33K
+ 1.77%
$119K - $129K
76.6K $9.54M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
1.09K
+ 45.53%
$97.1K - $105K
3.47K $432K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.06K
+ 10.6%
$94.9K - $103K
11.1K $1.38M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.03K
+ 11.91%
$92.2K - $100K
9.68K $1.21M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
946
+ 7.95%
$84.7K - $91.9K
12.8K $1.6M
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
939
+ 14.06%
$84K - $91.2K
7.62K $949K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
911
+ 32.86%
$81.5K - $88.5K
3.68K $459K
Nov 01, 2023 Q3 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
889
+ 5.08%
$79.6K - $86.3K
18.4K $2.29M
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
825
+ 35.51%
$73.8K - $80.1K
3.15K $392K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
739
+ 6.85%
$66.1K - $71.8K
11.5K $1.44M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
700
New
$62.6K - $68K
700 $87.2K
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

BUY
 -
659
+ 13.1%
$59K - $64K
5.69K $708K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
600
New
$53.7K - $58.3K
600 $74.7K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
543
+ 10.23%
$48.6K - $52.7K
5.85K $728K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
538
New
$48.1K - $52.2K
538 $67K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
500
+ 5.72%
$44.7K - $48.6K
9.24K $1.15M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
500
+ 22.79%
$44.7K - $48.6K
2.69K $335K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
477
+ 4.35%
$42.7K - $46.3K
11.4K $1.43M
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
464
+ 16.95%
$41.5K - $45.1K
3.2K $399K
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
460
+ 14.45%
$41.2K - $44.7K
3.64K $454K
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
420
+ 2.2%
$37.6K - $40.8K
19.5K $2.43M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
415
+ 17.35%
$37.1K - $40.3K
2.81K $349K
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
391
+ 164.98%
$35K - $38K
628 $78.2K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
390
New
$34.9K - $37.9K
390 $48.6K
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
375
+ 0.91%
$33.6K - $36.4K
41.4K $5.15M
Oct 27, 2023 Q3 2023
Colorado Capital Management, Inc.

BUY
 -
365
+ 1.72%
$32.7K - $35.4K
21.6K $2.69M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
355
+ 0.71%
$31.8K - $34.5K
50.1K $6.23M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
350
+ 2.6%
$31.3K - $34K
13.8K $1.72M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
350
+ 2.73%
$31.3K - $34K
13.2K $1.64M
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
350
+ 15.17%
$31.3K - $34K
2.66K $331K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
333
+ 9.36%
$29.8K - $32.3K
3.89K $484K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
330
+ 2.39%
$29.5K - $32K
14.1K $1.76M
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
292
+ 2.32%
$26.1K - $28.4K
12.9K $1.61M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
277
+ 1.12%
$24.8K - $26.9K
25.1K $3.13M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
276
+ 4.69%
$24.7K - $26.8K
6.16K $767K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
270
+ 1.41%
$24.2K - $26.2K
19.5K $2.43M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
268
+ 1.0%
$24K - $26K
27.1K $3.37M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
223
+ 2.48%
$20K - $21.7K
9.23K $1.15M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
222
New
$19.9K - $21.6K
222 $27.6K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
210
+ 5.14%
$18.8K - $20.4K
4.3K $535K
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
210
+ 7.0%
$18.8K - $20.4K
3.21K $400K

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