Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.8M+ 1000.66% |
$268M - $299M
|
3.08M
$383M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
399K+ 15.45% |
$38.2M - $42.5M
|
2.98M
$371M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
275KNew |
$26.4M - $29.4M
|
275K
$34.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
244KNew |
$23.3M - $26M
|
244K
$30.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
243K+ 9.89% |
$23.2M - $25.9M
|
2.69M
$335M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
178K+ 174.24% |
$17M - $18.9M
|
280K
$34.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
173K+ 105.41% |
$16.6M - $18.5M
|
337K
$42M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
160K+ 1317.13% |
$15.4M - $17.1M
|
173K
$21.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
140K+ 53.46% |
$13.4M - $14.9M
|
402K
$50M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
128K+ 50.18% |
$12.3M - $13.7M
|
384K
$47.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 12.94% |
$12.2M - $13.6M
|
1.11M
$139M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 5.89% |
$11.2M - $12.5M
|
2.11M
$262M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
113K+ 22.56% |
$10.8M - $12.1M
|
614K
$76.5M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
108K+ 47.36% |
$10.4M - $11.6M
|
337K
$42M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105K+ 12.25% |
$10M - $11.2M
|
960K
$119M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
80.3K+ 12.05% |
$7.69M - $8.56M
|
746K
$92.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.9K+ 85.49% |
$7.17M - $7.99M
|
163K
$20.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
52.5K+ 48.61% |
$5.03M - $5.6M
|
160K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51.8K+ 275.26% |
$4.96M - $5.53M
|
70.6K
$8.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
50.2KNew |
$4.81M - $5.36M
|
50.2K
$6.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
50.2KNew |
$4.8M - $5.35M
|
50.2K
$6.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42.5K+ 15.8% |
$4.07M - $4.53M
|
311K
$38.8M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
38.7KNew |
$3.7M - $4.13M
|
38.7K
$4.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.6K+ 7.32% |
$3.6M - $4.01M
|
552K
$68.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
35.8KNew |
$3.43M - $3.82M
|
35.8K
$4.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
32.7K+ 403.74% |
$3.13M - $3.49M
|
40.8K
$5.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
32.4KNew |
$3.11M - $3.46M
|
32.4K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 5.01% |
$2.99M - $3.34M
|
655K
$81.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
29.5K+ 10.16% |
$2.82M - $3.14M
|
320K
$39.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9K+ 594.46% |
$2.67M - $2.98M
|
32.6K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 4.15% |
$2.6M - $2.9M
|
683K
$85M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
26.5KNew |
$2.54M - $2.83M
|
26.5K
$3.3M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
26.4K+ 45.75% |
$2.53M - $2.82M
|
84.1K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.6K+ 52.45% |
$2.45M - $2.73M
|
74.3K
$9.26M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.8K+ 36.89% |
$2.28M - $2.54M
|
88.3K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.5K+ 551.64% |
$2.25M - $2.51M
|
27.8K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.4KNew |
$2.24M - $2.5M
|
23.4K
$2.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 8.97% |
$2.15M - $2.39M
|
272K
$33.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
21.3K+ 10.25% |
$2.04M - $2.27M
|
229K
$28.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19.7K+ 25.9% |
$1.89M - $2.1M
|
95.8K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.87M - $2.09M
|
19.6K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$1.87M - $2.08M
|
19.5K
$2.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 28.08% |
$1.71M - $1.91M
|
81.5K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.3K+ 6498.01% |
$1.56M - $1.74M
|
16.6K
$2.06M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$1.53M - $1.7M
|
15.9K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 66.5% |
$1.48M - $1.65M
|
38.7K
$4.82M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
14.7K+ 446.46% |
$1.41M - $1.57M
|
18K
$2.24M
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.1K+ 107.43% |
$1.35M - $1.5M
|
27.2K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9K+ 548.46% |
$1.33M - $1.48M
|
16.5K
$2.05M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$1.27M - $1.42M
|
13.3K
$1.66M
|