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 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-8- 0.03% |
$868 - $963
|
22.9K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-12- 0.22% |
$1.3K - $1.44K
|
5.36K
$667K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15- 0.03% |
$1.63K - $1.81K
|
57.2K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-17- 4.5% |
$1.84K - $2.05K
|
361
$44.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 77.27% |
$1.84K - $2.05K
|
5
$623
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 0.37% |
$1.95K - $2.17K
|
4.8K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18- 0.03% |
$1.95K - $2.17K
|
64.3K
$8.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 1.21% |
$2.28K - $2.53K
|
1.72K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.11% |
$2.49K - $2.77K
|
20.7K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 1.1% |
$2.71K - $3.01K
|
2.24K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 2.29% |
$3.04K - $3.37K
|
1.19K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 0.9% |
$3.25K - $3.61K
|
3.32K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.4% |
$3.58K - $3.97K
|
8.25K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-36- 1.85% |
$3.9K - $4.33K
|
1.91K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.71% |
$4.12K - $4.57K
|
5.29K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-39- 0.05% |
$4.23K - $4.69K
|
77.1K
$9.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-44- 0.37% |
$4.77K - $5.3K
|
11.9K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-46- 0.28% |
$4.99K - $5.54K
|
16.5K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47- 0.88% |
$5.1K - $5.66K
|
5.26K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-49- 0.86% |
$5.31K - $5.9K
|
5.67K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54- 1.72% |
$5.86K - $6.5K
|
3.09K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 2.44% |
$5.86K - $6.5K
|
2.16K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-55- 0.48% |
$5.96K - $6.62K
|
11.5K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 2.42% |
$6.18K - $6.86K
|
2.3K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-57- 1.14% |
$6.18K - $6.86K
|
4.93K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-60- 0.47% |
$6.51K - $7.22K
|
12.8K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.13% |
$6.51K - $7.22K
|
2.76K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-65- 2.72% |
$7.05K - $7.82K
|
2.33K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.8% |
$7.48K - $8.31K
|
8.56K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-76- 1.63% |
$8.24K - $9.15K
|
4.58K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 0.63% |
$8.68K - $9.63K
|
12.7K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-87- 2.58% |
$9.43K - $10.5K
|
3.29K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-88- 2.55% |
$9.54K - $10.6K
|
3.37K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89- 0.38% |
$9.65K - $10.7K
|
23.5K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 1.13% |
$9.76K - $10.8K
|
7.89K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-90- 2.02% |
$9.76K - $10.8K
|
4.38K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 23.98% |
$10.8K - $12K
|
317
$39.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.08% |
$11.4K - $12.6K
|
1.96K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-107- 1.11% |
$11.6K - $12.9K
|
9.5K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-110- 5.16% |
$11.9K - $13.2K
|
2.02K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-114- 1.2% |
$12.4K - $13.7K
|
9.41K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 0.51% |
$12.5K - $13.8K
|
22.5K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-119- 3.36% |
$12.9K - $14.3K
|
3.42K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 1.56% |
$13.6K - $15K
|
7.9K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-130- 12.24% |
$14.1K - $15.6K
|
932
$116K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-132- 1.78% |
$14.3K - $15.9K
|
7.28K
$906K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-135- 0.93% |
$14.6K - $16.2K
|
14.4K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-140- 1.1% |
$15.2K - $16.9K
|
12.6K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-144- 0.83% |
$15.6K - $17.3K
|
17.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-145- 1.69% |
$15.7K - $17.5K
|
8.41K
$1.05M
|