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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-36- 0.66% |
$3.22K - $3.5K
|
5.42K
$665K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 9.79% |
$3.4K - $3.69K
|
350
$43K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-41- 0.78% |
$3.67K - $3.98K
|
5.25K
$644K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-49- 0.5% |
$4.39K - $4.76K
|
9.67K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-50- 0.26% |
$4.47K - $4.86K
|
19.4K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-50- 0.97% |
$4.47K - $4.86K
|
5.11K
$628K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 2.23% |
$4.83K - $5.24K
|
2.37K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-56- 34.15% |
$5.01K - $5.44K
|
108
$13.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-58- 2.3% |
$5.19K - $5.63K
|
2.46K
$302K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-66- 1.16% |
$5.91K - $6.41K
|
5.61K
$688K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-69- 28.99% |
$6.17K - $6.7K
|
169
$20.7K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-71- 6.24% |
$6.35K - $6.89K
|
1.07K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-71- 6.24% |
$6.35K - $6.89K
|
1.07K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-71- 0.51% |
$6.35K - $6.89K
|
13.8K
$1.69M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-78- 1.1% |
$6.98K - $7.57K
|
7.01K
$861K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 0.8% |
$7.16K - $7.77K
|
9.95K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-83- 2.4% |
$7.43K - $8.06K
|
3.38K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-84- 0.92% |
$7.52K - $8.16K
|
9.06K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-92- 2.51% |
$8.23K - $8.93K
|
3.58K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 2.65% |
$8.95K - $9.71K
|
3.68K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-101- 1.78% |
$9.04K - $9.81K
|
5.57K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-101- 1.41% |
$9.04K - $9.81K
|
7.07K
$868K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-105- 3.88% |
$9.4K - $10.2K
|
2.6K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-108- 0.45% |
$9.66K - $10.5K
|
23.7K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-112- 1.03% |
$10K - $10.9K
|
10.8K
$1.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-114- 0.34% |
$10.2K - $11.1K
|
33.9K
$4.16M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-115- 1.97% |
$10.3K - $11.2K
|
5.72K
$702K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-122- 1.47% |
$10.9K - $11.8K
|
8.16K
$1M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-127- 1.57% |
$11.4K - $12.3K
|
7.96K
$977K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-130- 4.09% |
$11.6K - $12.6K
|
3.05K
$374K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-134- 6.61% |
$12K - $13K
|
1.89K
$232K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-140- 5.43% |
$12.5K - $13.6K
|
2.44K
$299K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-140- 2.27% |
$12.5K - $13.6K
|
6.04K
$741K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-141- 3.49% |
$12.6K - $13.7K
|
3.9K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-159- 0.59% |
$14.2K - $15.4K
|
26.8K
$3.29M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-165- 0.16% |
$14.8K - $16K
|
105K
$12.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 1.96% |
$15.2K - $16.5K
|
8.5K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-175- 1.14% |
$15.7K - $17K
|
15.1K
$1.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-180- 2.72% |
$16.1K - $17.5K
|
6.44K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-182- 1.36% |
$16.3K - $17.7K
|
13.2K
$1.62M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 3.19% |
$17.9K - $19.4K
|
6.07K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-224- 2.0% |
$20K - $21.8K
|
11K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-234- 2.19% |
$20.9K - $22.7K
|
10.4K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-240- 9.45% |
$21.5K - $23.3K
|
2.3K
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-244- 4.25% |
$21.8K - $23.7K
|
5.49K
$674K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-252- 6.37% |
$22.6K - $24.5K
|
3.71K
$455K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-257- 3.11% |
$23K - $25K
|
8K
$982K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-265- 1.13% |
$23.7K - $25.7K
|
23.2K
$2.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-273- 3.69% |
$24.4K - $26.5K
|
7.12K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-295- 3.24% |
$26.4K - $28.6K
|
8.82K
$1.08M
|