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 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
200
+ 3.37%
$17.9K - $19.4K
6.13K $763K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
141
+ 0.86%
$12.6K - $13.7K
16.5K $2.05M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
139
New
$12.4K - $13.5K
139 $17.3K
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
137
+ 5.07%
$12.3K - $13.3K
2.84K $353K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
110
+ 4.48%
$9.84K - $10.7K
2.57K $319K
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
100
+ 2.13%
$8.95K - $9.71K
4.8K $598K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
90
+ 1.15%
$8.05K - $8.74K
7.94K $989K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
87
+ 1.7%
$7.79K - $8.45K
5.19K $647K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
86
+ 0.5%
$7.7K - $8.35K
17.1K $2.13M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
85
New
$7.61K - $8.25K
85 $10.6K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
76
+ 1.34%
$6.8K - $7.38K
5.76K $718K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
70
+ 16.24%
$6.26K - $6.8K
501 $62.4K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
70
+ 0.11%
$6.26K - $6.8K
64.7K $8.06M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
62
+ 0.34%
$5.55K - $6.02K
18.4K $2.29M
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
50
+ 0.5%
$4.47K - $4.86K
10.1K $1.26M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
43
+ 0.97%
$3.85K - $4.18K
4.5K $560K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
40
+ 0.68%
$3.58K - $3.88K
5.88K $732K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
34
New
$3.04K - $3.3K
34 $4.23K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26
+ 0.01%
$2.33K - $2.52K
327K $40.7M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
25
+ 0.44%
$2.24K - $2.43K
5.71K $710K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
25
New
$2.24K - $2.43K
25 $3.11K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
25
+ 1.06%
$2.24K - $2.43K
2.38K $296K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
21
+ 0.55%
$1.88K - $2.04K
3.86K $481K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
20
+ 1.89%
$1.79K - $1.94K
1.08K $135K
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
20
+ 0.52%
$1.79K - $1.94K
3.84K $477K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
20
+ 0.56%
$1.79K - $1.94K
3.58K $445K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
19
+ 0.5%
$1.7K - $1.85K
3.85K $480K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
13
+ 0.09%
$1.16K - $1.26K
15.1K $1.89M
Oct 10, 2023 Q3 2023
Mc Namara Financial Services, Inc.

BUY
 -
13
+ 0.36%
$1.16K - $1.26K
3.62K $451K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
10
+ 4.9%
$895 - $971
214 $26.6K
Oct 24, 2023 Q3 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
7
+ 0.09%
$626 - $680
7.66K $953K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5
+ 0.21%
$447 - $486
2.42K $301K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
5
+ 0.15%
$447 - $486
3.41K $424K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
3
+ 0.07%
$268 - $291
4.39K $546K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
2
+ 0.15%
$179 - $194
1.31K $163K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-1
- 0.04%
$89.5 - $97.1
2.39K $297K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1
- 0.01%
$89.5 - $97.1
7.01K $873K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-1
- 0.03%
$89.5 - $97.1
2.9K $362K
Nov 14, 2023 Q3 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-4
- 0.08%
$358 - $388
5.13K $639K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-5
- 0.15%
$447 - $486
3.34K $416K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-9
- 0.07%
$805 - $874
13.1K $1.63M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-10
- 10.75%
$895 - $971
83 $10.3K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-18
- 0.6%
$1.61K - $1.75K
2.97K $369K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-20
- 11.43%
$1.79K - $1.94K
155 $19.3K
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

SELL
 -
-25
- 0.6%
$2.24K - $2.43K
4.14K $515K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

SELL
 -
-30
- 0.19%
$2.68K - $2.91K
16K $1.99M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

SELL
 -
-35
- 0.78%
$3.13K - $3.4K
4.44K $553K

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