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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.86K- 0.62% |
$1.07M - $1.19M
|
1.59M
$198M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.4K- 5.79% |
$1.13M - $1.26M
|
170K
$21.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.7K- 3.91% |
$1.16M - $1.28M
|
262K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.4K- 59.25% |
$1.24M - $1.38M
|
7.87K
$980K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 11.84% |
$1.53M - $1.7M
|
105K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.24% |
$1.58M - $1.75M
|
1.16M
$145M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 84.14% |
$1.78M - $1.98M
|
3.1K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 12.52% |
$2.46M - $2.73M
|
158K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 49.59% |
$2.59M - $2.87M
|
24.2K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 2.98% |
$2.71M - $3.01M
|
812K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.2K- 5.57% |
$3.71M - $4.11M
|
579K
$72.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40.4K- 41.56% |
$4.38M - $4.86M
|
56.8K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-45.2K- 22.72% |
$4.9M - $5.44M
|
154K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-71.7K- 10.23% |
$7.78M - $8.63M
|
629K
$78.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 76.5% |
$25.2M - $28M
|
71.5K
$8.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-715K- 92.03% |
$77.5M - $86M
|
61.9K
$7.71M
|