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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.27KNew |
$121K - $135K
|
1.27K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.24K+ 4.82% |
$118K - $132K
|
26.9K
$3.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.23K+ 46.1% |
$118K - $132K
|
3.91K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21K+ 5.9% |
$116K - $129K
|
21.8K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.04K+ 13.22% |
$99.9K - $111K
|
8.93K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.9% |
$98.9K - $110K
|
16K
$1.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 9.69% |
$96K - $107K
|
11.4K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
991+ 5.57% |
$94.9K - $106K
|
18.8K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
991+ 27.8% |
$94.9K - $106K
|
4.56K
$567K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
988+ 40.91% |
$94.6K - $105K
|
3.4K
$424K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
975+ 15.77% |
$93.4K - $104K
|
7.16K
$891K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
951New |
$91.1K - $101K
|
951
$118K
|
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
951New |
$91.1K - $101K
|
951
$118K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
891+ 17.67% |
$85.3K - $95K
|
5.93K
$739K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885New |
$84.7K - $94.4K
|
885
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
830New |
$79.5K - $88.5K
|
830
$103K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
807+ 21.3% |
$77.3K - $86.1K
|
4.6K
$572K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
793+ 31.57% |
$75.9K - $84.6K
|
3.31K
$412K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
784+ 12.16% |
$75.1K - $83.6K
|
7.23K
$900K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
720+ 10.99% |
$68.9K - $76.8K
|
7.27K
$905K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
665+ 27.1% |
$63.7K - $70.9K
|
3.12K
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
662+ 15.32% |
$63.4K - $70.6K
|
4.98K
$620K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
628+ 26.17% |
$60.1K - $67K
|
3.03K
$377K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
581+ 21.01% |
$55.6K - $62K
|
3.35K
$417K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
571+ 24.32% |
$54.7K - $60.9K
|
2.92K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
560+ 2.73% |
$53.6K - $59.7K
|
21.1K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
559+ 10.15% |
$53.5K - $59.6K
|
6.07K
$756K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
537+ 4.54% |
$51.4K - $57.3K
|
12.4K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
519+ 10.84% |
$49.7K - $55.4K
|
5.31K
$661K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
495+ 13.37% |
$47.4K - $52.8K
|
4.2K
$523K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$45.8K - $51K
|
478
$59.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 1.36% |
$45.5K - $50.7K
|
35.3K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
472+ 21.9% |
$45.2K - $50.3K
|
2.63K
$327K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
436New |
$41.8K - $46.5K
|
436
$54.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
414+ 7.49% |
$39.6K - $44.2K
|
5.95K
$740K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
401New |
$38.4K - $42.8K
|
401
$49.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 9.41% |
$38.3K - $42.7K
|
4.65K
$579K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
363+ 8.82% |
$34.8K - $38.7K
|
4.48K
$557K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
348+ 14.58% |
$33.3K - $37.1K
|
2.74K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
332New |
$31.8K - $35.4K
|
332
$41.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
289+ 3.41% |
$27.7K - $30.8K
|
8.76K
$1.09M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
280New |
$26.8K - $29.9K
|
280
$34.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
268+ 5.1% |
$25.7K - $28.6K
|
5.52K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
268New |
$25.7K - $28.6K
|
268
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
240New |
$23K - $25.6K
|
240
$29.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
218+ 1.78% |
$20.9K - $23.3K
|
12.5K
$1.55M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
204+ 0.74% |
$19.5K - $21.8K
|
27.8K
$3.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
200+ 6.14% |
$19.2K - $21.3K
|
3.46K
$430K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
196+ 6.72% |
$18.8K - $20.9K
|
3.11K
$388K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
190+ 4.69% |
$18.2K - $20.3K
|
4.24K
$528K
|