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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
70+ 2.64% |
$7.59K - $8.43K
|
2.72K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
55+ 0.85% |
$5.96K - $6.62K
|
6.51K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54New |
$5.86K - $6.5K
|
54
$6.72K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.02% |
$5.75K - $6.38K
|
5.25K
$654K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
52New |
$5.64K - $6.26K
|
52
$6.47K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
52+ 1.57% |
$5.64K - $6.26K
|
3.36K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 1.69% |
$5.53K - $6.14K
|
3.08K
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
51+ 0.86% |
$5.53K - $6.14K
|
5.97K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
51+ 1.71% |
$5.53K - $6.14K
|
3.04K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
46+ 0.6% |
$4.99K - $5.54K
|
7.66K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 5.48% |
$4.12K - $4.57K
|
732
$91.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.35% |
$3.58K - $3.97K
|
9.37K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.29% |
$3.47K - $3.85K
|
10.9K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 0.3% |
$3.47K - $3.85K
|
10.8K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.26% |
$3.36K - $3.73K
|
12K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 2.32% |
$2.82K - $3.13K
|
1.15K
$143K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
26+ 0.37% |
$2.82K - $3.13K
|
6.96K
$867K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 3.21% |
$2.82K - $3.13K
|
835
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
21+ 0.38% |
$2.28K - $2.53K
|
5.56K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.66% |
$2.17K - $2.41K
|
3.07K
$382K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.27% |
$2.06K - $2.29K
|
7K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
15+ 0.24% |
$1.63K - $1.81K
|
6.23K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$1.41K - $1.56K
|
3.45K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
12+ 0.37% |
$1.3K - $1.44K
|
3.25K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10+ 0.31% |
$1.08K - $1.2K
|
3.27K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.27% |
$1.08K - $1.2K
|
3.68K
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.38% |
$1.08K - $1.2K
|
2.63K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.36% |
$976 - $1.08K
|
2.5K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.37% |
$976 - $1.08K
|
2.47K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2.02K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.28% |
$759 - $843
|
2.49K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$651 - $722
|
4.35K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$542 - $602
|
2.26K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$542 - $602
|
4.32K
$537K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$434 - $481
|
6.66K
$829K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$325 - $361
|
10.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.44% |
$217 - $241
|
461
$57.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$217 - $241
|
578
$72K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$108 - $120
|
143
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.57K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$108 - $120
|
977
$122K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$108 - $120
|
2.07K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$108 - $120
|
20.9K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $120
|
1.94K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.73% |
$325 - $361
|
409
$50.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.09% |
$434 - $481
|
4.39K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-8- 0.1% |
$868 - $963
|
8.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-8- 0.18% |
$868 - $963
|
4.32K
$538K
|