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 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12.3KNew |
$1.17M - $1.31M
|
12.3K
$1.53M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6K+ 15.15% |
$1.11M - $1.23M
|
88K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
11.4K+ 1.09% |
$1.09M - $1.22M
|
1.06M
$132M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 19.7% |
$1.06M - $1.18M
|
67.1K
$8.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11K+ 45.37% |
$1.05M - $1.17M
|
35.1K
$4.37M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 12.48% |
$1.03M - $1.15M
|
96.9K
$12.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10.7KNew |
$1.02M - $1.14M
|
10.7K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
10.2KNew |
$978K - $1.09M
|
10.2K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$972K - $1.08M
|
10.1K
$1.26M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
9.83K+ 5.2% |
$941K - $1.05M
|
199K
$24.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.85K+ 8846.0% |
$847K - $944K
|
8.95K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
8.74K+ 116.92% |
$836K - $932K
|
16.2K
$2.02M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.54KNew |
$818K - $911K
|
8.54K
$1.06M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.37K+ 25.42% |
$801K - $892K
|
41.3K
$5.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.24KNew |
$789K - $879K
|
8.24K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.07K+ 23.13% |
$772K - $861K
|
42.9K
$5.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.81K+ 13.54% |
$748K - $833K
|
65.5K
$8.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.72KNew |
$740K - $824K
|
7.72K
$962K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.53K+ 23540.63% |
$721K - $804K
|
7.57K
$942K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.98KNew |
$668K - $744K
|
6.98K
$869K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.96K+ 282.21% |
$667K - $743K
|
9.43K
$1.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
BUY
|
- |
6.69K+ 5.88% |
$640K - $713K
|
120K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.59KNew |
$631K - $703K
|
6.59K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.94K+ 98.82% |
$569K - $633K
|
11.9K
$1.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
5.83K+ 187.23% |
$559K - $622K
|
8.95K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.83KNew |
$558K - $622K
|
5.83K
$726K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.78KNew |
$554K - $617K
|
5.78K
$720K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.71K+ 127.47% |
$547K - $609K
|
10.2K
$1.27M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.48KNew |
$525K - $585K
|
5.48K
$683K
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.36K+ 441.1% |
$513K - $571K
|
6.57K
$818K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.24KNew |
$502K - $559K
|
5.24K
$652K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.06K+ 708.54% |
$484K - $540K
|
5.77K
$719K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.03K+ 5.81% |
$481K - $536K
|
91.5K
$11.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
4.67K+ 12.33% |
$447K - $498K
|
42.5K
$5.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.65KNew |
$445K - $496K
|
4.65K
$579K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.64K+ 7.52% |
$444K - $495K
|
66.4K
$8.26M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.48KNew |
$429K - $478K
|
4.48K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39KNew |
$420K - $468K
|
4.39K
$546K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.3KNew |
$412K - $459K
|
4.3K
$536K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 85.57% |
$371K - $414K
|
8.41K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
3.72KNew |
$357K - $397K
|
3.72K
$464K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.67KNew |
$352K - $392K
|
3.67K
$457K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.66KNew |
$351K - $391K
|
3.66K
$456K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.64KNew |
$349K - $389K
|
3.64K
$454K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$334K - $372K
|
3.49K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.48KNew |
$333K - $371K
|
3.48K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.26KNew |
$312K - $347K
|
3.26K
$405K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.1K+ 6.03% |
$297K - $331K
|
54.5K
$6.79M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 3.94% |
$287K - $319K
|
78.9K
$9.83M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2.94K+ 134.43% |
$281K - $313K
|
5.12K
$637K
|