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
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.93KNew |
$280K - $312K
|
2.93K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.9K+ 15.73% |
$278K - $309K
|
21.3K
$2.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.89KNew |
$277K - $308K
|
2.89K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.88KNew |
$276K - $308K
|
2.88K
$359K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
2.83KNew |
$271K - $301K
|
2.83K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.8K+ 69.32% |
$268K - $299K
|
6.84K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.79K+ 8.95% |
$268K - $298K
|
34K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.77K+ 383.4% |
$265K - $296K
|
3.5K
$435K
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 32.34% |
$265K - $295K
|
11.3K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.7KNew |
$259K - $288K
|
2.7K
$336K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 2.23% |
$255K - $284K
|
122K
$15.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.65K+ 5.2% |
$254K - $283K
|
53.7K
$6.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.64KNew |
$253K - $282K
|
2.64K
$329K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.58KNew |
$247K - $275K
|
2.58K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
2.58K+ 1.58% |
$247K - $275K
|
166K
$20.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.55KNew |
$244K - $272K
|
2.55K
$318K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.41K+ 6.24% |
$231K - $257K
|
41.1K
$5.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.37KNew |
$227K - $252K
|
2.37K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.33KNew |
$223K - $248K
|
2.33K
$289K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.27K+ 7.01% |
$218K - $242K
|
34.7K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 2.37% |
$214K - $239K
|
96.4K
$12M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$201K - $224K
|
2.1K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
2.08KNew |
$199K - $221K
|
2.08K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.04K+ 5.69% |
$196K - $218K
|
38K
$4.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
2.03KNew |
$194K - $216K
|
2.03K
$252K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.01K+ 13.14% |
$192K - $214K
|
17.3K
$2.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.97KNew |
$189K - $210K
|
1.97K
$246K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.97KNew |
$189K - $210K
|
1.97K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.97KNew |
$189K - $210K
|
1.97K
$245K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
1.95K+ 25.99% |
$187K - $208K
|
9.44K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.93KNew |
$185K - $206K
|
1.93K
$240K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
1.9KNew |
$182K - $203K
|
1.9K
$237K
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.9K+ 20.6% |
$182K - $202K
|
11.1K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
1.88K+ 7.13% |
$180K - $200K
|
28.2K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 4.77% |
$178K - $198K
|
40.8K
$5.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
1.82K+ 2.65% |
$174K - $194K
|
70.2K
$8.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.78K+ 3.54% |
$170K - $189K
|
51.9K
$6.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.75K+ 7.83% |
$167K - $186K
|
24.1K
$3M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.74K+ 12.76% |
$167K - $186K
|
15.4K
$1.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.68K+ 28.56% |
$161K - $180K
|
7.58K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.65K+ 16.47% |
$158K - $176K
|
11.7K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.58K+ 4.4% |
$151K - $168K
|
37.4K
$4.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
1.56K+ 21.77% |
$150K - $167K
|
8.74K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.55KNew |
$149K - $166K
|
1.55K
$193K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.55K+ 34.93% |
$149K - $166K
|
6K
$747K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.5K+ 18.59% |
$144K - $160K
|
9.58K
$1.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.48K+ 7.46% |
$142K - $158K
|
21.4K
$2.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.41K+ 78.21% |
$135K - $151K
|
3.22K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.36K+ 15.92% |
$130K - $145K
|
9.9K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 5.04% |
$125K - $139K
|
27.2K
$3.39M
|