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
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-585- 1.7% |
$63.4K - $70.4K
|
33.9K
$4.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-606- 0.73% |
$65.7K - $72.9K
|
82.4K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-610- 6.71% |
$66.1K - $73.4K
|
8.49K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-625- 12.89% |
$67.8K - $75.2K
|
4.23K
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-634- 10.59% |
$68.8K - $76.3K
|
5.36K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-639- 21.37% |
$69.3K - $76.9K
|
2.35K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-662- 48.15% |
$71.8K - $79.7K
|
713
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-693- 0.29% |
$75.1K - $83.4K
|
234K
$29.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-699- 19.06% |
$75.8K - $84.1K
|
2.97K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-707- 7.54% |
$76.7K - $85.1K
|
8.67K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-715- 3.84% |
$77.5K - $86.1K
|
17.9K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-737- 28.9% |
$79.9K - $88.7K
|
1.81K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-759- 11.45% |
$82.3K - $91.4K
|
5.87K
$731K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-764- 0.88% |
$82.8K - $92K
|
85.8K
$10.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-838- 9.31% |
$90.9K - $101K
|
8.17K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 1.52% |
$112K - $125K
|
67K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 30.51% |
$118K - $131K
|
2.47K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.27K- 15.54% |
$138K - $153K
|
6.89K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.32K- 1.57% |
$143K - $159K
|
82.9K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 2.93% |
$163K - $181K
|
49.7K
$6.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.58K- 5.34% |
$171K - $190K
|
28K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.67K- 5.62% |
$181K - $201K
|
28.1K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 4.86% |
$184K - $204K
|
33.2K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.88K- 0.19% |
$204K - $227K
|
999K
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 35.84% |
$211K - $234K
|
3.49K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.97K- 1.95% |
$214K - $237K
|
99.1K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.05K- 3.12% |
$222K - $247K
|
63.7K
$7.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 13.4% |
$228K - $253K
|
13.6K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 4.48% |
$234K - $260K
|
46.1K
$5.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.31K- 22.33% |
$251K - $279K
|
8.05K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43K- 4.44% |
$264K - $293K
|
52.3K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 1.4% |
$293K - $326K
|
190K
$23.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.19K- 17.64% |
$346K - $384K
|
14.9K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.27K- 12.48% |
$355K - $394K
|
23K
$2.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.38K- 5.4% |
$367K - $407K
|
59.3K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 0.59% |
$372K - $413K
|
582K
$72.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.69K- 4.42% |
$400K - $444K
|
79.7K
$9.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.92K- 7.96% |
$425K - $472K
|
45.3K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.14K- 6.01% |
$448K - $498K
|
64.6K
$8.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.22K- 6.54% |
$458K - $508K
|
60.2K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 76.16% |
$516K - $573K
|
1.49K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 4.94% |
$578K - $641K
|
102K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.45K- 4.2% |
$591K - $656K
|
124K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.6K- 9.46% |
$715K - $794K
|
63.1K
$7.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.68K- 80.82% |
$724K - $803K
|
1.58K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 56.46% |
$900K - $999K
|
6.4K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.9K- 2.74% |
$965K - $1.07M
|
316K
$39.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.22K- 2.27% |
$1M - $1.11M
|
397K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.36K- 0.62% |
$1.01M - $1.13M
|
1.49M
$186M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.52K- 18.97% |
$1.03M - $1.15M
|
40.7K
$5.07M
|