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 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-149- 1.34% |
$16.2K - $17.9K
|
11K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-154- 1.57% |
$16.7K - $18.5K
|
9.66K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-155- 0.86% |
$16.8K - $18.7K
|
17.8K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-156- 5.06% |
$16.9K - $18.8K
|
2.93K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-159- 0.8% |
$17.2K - $19.1K
|
19.8K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-186- 11.93% |
$20.2K - $22.4K
|
1.37K
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-189- 4.54% |
$20.5K - $22.7K
|
3.97K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-210- 4.43% |
$22.8K - $25.3K
|
4.53K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-230- 6.04% |
$24.9K - $27.7K
|
3.58K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-239- 6.76% |
$25.9K - $28.8K
|
3.29K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-241- 4.12% |
$26.1K - $29K
|
5.61K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-249- 4.5% |
$27K - $30K
|
5.28K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-250- 5.29% |
$27.1K - $30.1K
|
4.48K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 7.01% |
$27.1K - $30.1K
|
3.32K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-255- 4.41% |
$27.7K - $30.7K
|
5.52K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-262- 8.62% |
$28.4K - $31.5K
|
2.78K
$346K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-266- 0.5% |
$28.8K - $32K
|
53.4K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-270- 0.45% |
$29.3K - $32.5K
|
60.2K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-273- 1.84% |
$29.6K - $32.9K
|
14.5K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-280- 5.43% |
$30.4K - $33.7K
|
4.87K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-289- 9.81% |
$31.3K - $34.8K
|
2.66K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-292- 2.34% |
$31.7K - $35.1K
|
12.2K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.79% |
$32K - $35.5K
|
10.3K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-302- 3.86% |
$32.7K - $36.4K
|
7.53K
$938K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-335- 1.1% |
$36.3K - $40.3K
|
30.3K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-337- 14.63% |
$36.5K - $40.6K
|
1.97K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-338- 2.2% |
$36.7K - $40.7K
|
15K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-340- 2.39% |
$36.9K - $40.9K
|
13.9K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-342- 6.09% |
$37.1K - $41.2K
|
5.27K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-349- 13.88% |
$37.8K - $42K
|
2.17K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-362- 6.73% |
$39.3K - $43.6K
|
5.02K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-364- 10.18% |
$39.5K - $43.8K
|
3.21K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-377- 9.59% |
$40.9K - $45.4K
|
3.55K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-381- 2.4% |
$41.3K - $45.9K
|
15.5K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-402- 17.46% |
$43.6K - $48.4K
|
1.9K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-404- 7.29% |
$43.8K - $48.6K
|
5.14K
$640K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-405- 2.94% |
$43.9K - $48.7K
|
13.4K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-415- 2.33% |
$45K - $50K
|
17.4K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 4.05% |
$46.1K - $51.2K
|
10.1K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-428- 5.07% |
$46.4K - $51.5K
|
8.01K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-436- 18.88% |
$47.3K - $52.5K
|
1.87K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-448- 3.08% |
$48.6K - $53.9K
|
14.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-454- 3.24% |
$49.2K - $54.6K
|
13.6K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-455- 8.98% |
$49.3K - $54.8K
|
4.61K
$574K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-455- 2.62% |
$49.3K - $54.8K
|
16.9K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-470- 8.45% |
$51K - $56.6K
|
5.09K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-506- 8.82% |
$54.9K - $60.9K
|
5.23K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-510- 19.88% |
$55.3K - $61.4K
|
2.06K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-531- 23.43% |
$57.6K - $63.9K
|
1.74K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-583- 1.55% |
$63.2K - $70.2K
|
36.9K
$4.6M
|