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 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 44.54% |
$229K - $249K
|
3.19K
$392K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.6K- 3.61% |
$233K - $253K
|
69.5K
$8.53M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.75K- 1.39% |
$246K - $267K
|
195K
$24M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 5.94% |
$252K - $274K
|
44.6K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.89K- 4.84% |
$259K - $281K
|
56.8K
$6.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.93K- 3.15% |
$262K - $285K
|
90K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.17K- 0.49% |
$284K - $308K
|
649K
$79.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.23K- 1.41% |
$289K - $313K
|
225K
$27.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.42K- 1.54% |
$306K - $333K
|
219K
$26.9M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.56K- 37.59% |
$318K - $346K
|
5.91K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 16.45% |
$360K - $390K
|
20.4K
$2.51M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.46K- 5.26% |
$399K - $433K
|
80.3K
$9.86M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.82K- 44.68% |
$431K - $468K
|
5.96K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 91.06% |
$438K - $475K
|
480
$58.9K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.99K- 11.53% |
$447K - $485K
|
38.3K
$4.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5K- 78.58% |
$447K - $486K
|
1.36K
$167K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.03K- 4.43% |
$450K - $488K
|
108K
$13.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.04K- 28.14% |
$451K - $489K
|
12.9K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5.31K- 19.23% |
$475K - $516K
|
22.3K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.75K- 70.59% |
$514K - $558K
|
2.39K
$294K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-5.84K- 48.5% |
$523K - $567K
|
6.2K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-7.29K- 0.89% |
$652K - $708K
|
811K
$99.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.23K- 77.68% |
$737K - $799K
|
2.37K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.34K- 2.41% |
$836K - $907K
|
379K
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13K- 1.46% |
$1.16M - $1.26M
|
877K
$108M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.9K- 10.67% |
$1.42M - $1.55M
|
133K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-21K- 10.82% |
$1.88M - $2.04M
|
173K
$21.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-27.2K- 10.33% |
$2.43M - $2.64M
|
236K
$28.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.1K- 35.4% |
$2.6M - $2.82M
|
53K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.5K- 5.99% |
$2.73M - $2.96M
|
478K
$58.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 78.89% |
$2.88M - $3.12M
|
8.61K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.9K- 87.5% |
$3.3M - $3.58M
|
5.27K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.3K- 6.97% |
$3.7M - $4.02M
|
552K
$67.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.3K- 1.55% |
$4.41M - $4.79M
|
3.14M
$386M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-145K- 63.24% |
$13M - $14.1M
|
84.1K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200K- 17.33% |
$17.9M - $19.4M
|
954K
$117M
|