Purchases and Sales Made in Q3 2024 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 2024. 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 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
716K+ 1177.04% |
$77.6M - $86.2M
|
777K
$95.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
195K+ 9889.32% |
$21.2M - $23.5M
|
197K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.9KNew |
$7.91M - $8.78M
|
72.9K
$8.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
70.8KNew |
$7.68M - $8.53M
|
70.8K
$8.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.9K+ 448.11% |
$4.21M - $4.68M
|
47.5K
$5.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 176.17% |
$3.09M - $3.43M
|
44.6K
$5.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 12.56% |
$2.87M - $3.19M
|
237K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
21.1KNew |
$2.29M - $2.54M
|
21.1K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
19.3K+ 23.56% |
$2.09M - $2.32M
|
101K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
18.3KNew |
$1.99M - $2.2M
|
18.3K
$2.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.6KNew |
$1.47M - $1.63M
|
13.6K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.6K+ 72.91% |
$1.26M - $1.4M
|
27.5K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.5KNew |
$1.25M - $1.38M
|
11.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6KNew |
$1.15M - $1.28M
|
10.6K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10KNew |
$1.09M - $1.21M
|
10K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 140.03% |
$1.06M - $1.17M
|
16.7K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.94K+ 1.98% |
$969K - $1.08M
|
461K
$56.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.87K+ 97.66% |
$961K - $1.07M
|
17.9K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2K+ 29.84% |
$890K - $988K
|
35.7K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8KNew |
$867K - $962K
|
8K
$981K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7.37K+ 168.01% |
$799K - $887K
|
11.8K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.05KNew |
$764K - $848K
|
7.05K
$865K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.79KNew |
$737K - $818K
|
6.79K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.66KNew |
$722K - $801K
|
6.66K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.42K+ 204.07% |
$696K - $773K
|
9.57K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.37K+ 6.53% |
$691K - $767K
|
104K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.24K+ 35.54% |
$677K - $752K
|
23.8K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.87K+ 3.94% |
$637K - $707K
|
155K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.79K+ 265.69% |
$628K - $697K
|
7.97K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 14.45% |
$587K - $652K
|
42.9K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.02K+ 1.37% |
$545K - $605K
|
371K
$45.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$542K - $602K
|
5K
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.71K+ 5.94% |
$511K - $567K
|
84K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.23K+ 1886.61% |
$458K - $509K
|
4.45K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.95K+ 8.28% |
$429K - $476K
|
51.7K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.73K+ 11.76% |
$404K - $448K
|
35.4K
$4.35M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
3.38K+ 0.66% |
$367K - $407K
|
512K
$62.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.34K+ 51.75% |
$362K - $402K
|
9.79K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.66K+ 20.91% |
$288K - $320K
|
15.4K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.2KNew |
$238K - $265K
|
2.2K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 4.21% |
$205K - $227K
|
46.8K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.89K+ 8.31% |
$205K - $227K
|
24.6K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 13.49% |
$204K - $227K
|
15.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$197K - $218K
|
1.82K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79KNew |
$194K - $215K
|
1.79K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.76KNew |
$191K - $212K
|
1.76K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.75KNew |
$190K - $211K
|
1.75K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.74KNew |
$188K - $209K
|
1.74K
$213K
|