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 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-299- 3.15% |
$26.8K - $29K
|
9.21K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-335- 4.95% |
$30K - $32.5K
|
6.43K
$789K
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-336- 3.79% |
$30.1K - $32.6K
|
8.53K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-353- 10.19% |
$31.6K - $34.3K
|
3.11K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-374- 9.82% |
$33.5K - $36.3K
|
3.44K
$422K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-383- 3.09% |
$34.3K - $37.2K
|
12K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-384- 8.95% |
$34.4K - $37.3K
|
3.91K
$480K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-400- 10.54% |
$35.8K - $38.8K
|
3.4K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-410- 11.87% |
$36.7K - $39.8K
|
3.04K
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-460- 7.3% |
$41.2K - $44.7K
|
5.84K
$717K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-464- 20.21% |
$41.5K - $45.1K
|
1.83K
$225K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-467- 13.61% |
$41.8K - $45.4K
|
2.96K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-492- 3.02% |
$44K - $47.8K
|
15.8K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-499- 2.37% |
$44.7K - $48.5K
|
20.6K
$2.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-500- 42.74% |
$44.7K - $48.6K
|
670
$82.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-514- 1.03% |
$46K - $49.9K
|
49.3K
$6.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-544- 5.63% |
$48.7K - $52.8K
|
9.12K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-557- 4.16% |
$49.8K - $54.1K
|
12.8K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-564- 16.9% |
$50.5K - $54.8K
|
2.77K
$340K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-595- 1.46% |
$53.2K - $57.8K
|
40.2K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-599- 0.45% |
$53.6K - $58.2K
|
132K
$16.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-621- 4.29% |
$55.6K - $60.3K
|
13.8K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-664- 4.54% |
$59.4K - $64.5K
|
14K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-685- 2.43% |
$61.3K - $66.5K
|
27.5K
$3.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-693- 10.35% |
$62K - $67.3K
|
6K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-706- 2.72% |
$63.2K - $68.6K
|
25.3K
$3.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-745- 0.06% |
$66.7K - $72.3K
|
1.2M
$148M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-748- 4.45% |
$66.9K - $72.6K
|
16.1K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-767- 3.03% |
$68.6K - $74.5K
|
24.6K
$3.01M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-814- 0.86% |
$72.8K - $79K
|
94.1K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-814- 0.86% |
$72.8K - $79K
|
94.1K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-843- 41.45% |
$75.4K - $81.9K
|
1.19K
$146K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-880- 6.31% |
$78.8K - $85.5K
|
13.1K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-936- 7.48% |
$83.8K - $90.9K
|
11.6K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-938- 8.62% |
$83.9K - $91.1K
|
9.94K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-974- 4.58% |
$87.2K - $94.6K
|
20.3K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.09K- 4.0% |
$97.9K - $106K
|
26.2K
$3.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.14K- 5.34% |
$102K - $110K
|
20.1K
$2.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 2.99% |
$114K - $124K
|
41.3K
$5.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.34K- 31.18% |
$120K - $130K
|
2.95K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.39K- 7.1% |
$125K - $135K
|
18.2K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-1.58K- 12.06% |
$141K - $153K
|
11.5K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.73K- 0.46% |
$155K - $168K
|
373K
$45.8M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.74K- 2.56% |
$155K - $168K
|
66.1K
$8.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.86K- 33.54% |
$166K - $181K
|
3.68K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.91K- 29.84% |
$171K - $185K
|
4.48K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.2K- 11.28% |
$197K - $214K
|
17.3K
$2.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.22K- 14.94% |
$199K - $216K
|
12.6K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.53K- 7.21% |
$226K - $245K
|
32.5K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.53K- 4.38% |
$226K - $246K
|
55.2K
$6.78M
|