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 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
189+ 1.63% |
$18.1K - $20.2K
|
11.8K
$1.46M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
183+ 13.07% |
$17.5K - $19.5K
|
1.58K
$197K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
182+ 0.77% |
$17.4K - $19.4K
|
23.9K
$2.97M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
180+ 6.87% |
$17.2K - $19.2K
|
2.8K
$349K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
173New |
$16.6K - $18.5K
|
173
$21.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
166+ 10.45% |
$15.9K - $17.7K
|
1.75K
$218K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
158+ 5.11% |
$15.1K - $16.9K
|
3.25K
$405K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
150+ 12.5% |
$14.4K - $16K
|
1.35K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
142+ 2.5% |
$13.6K - $15.1K
|
5.82K
$725K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
142New |
$13.6K - $15.1K
|
142
$17.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
142+ 1.78% |
$13.6K - $15.1K
|
8.11K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 1.26% |
$12.1K - $13.4K
|
10.2K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
110+ 2.99% |
$10.5K - $11.7K
|
3.79K
$471K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
107+ 4.13% |
$10.2K - $11.4K
|
2.7K
$336K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
102+ 4.79% |
$9.77K - $10.9K
|
2.23K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100+ 0.92% |
$9.58K - $10.7K
|
11K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
96+ 0.38% |
$9.19K - $10.2K
|
25.4K
$3.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
93New |
$8.91K - $9.92K
|
93
$11.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 1.39% |
$8.62K - $9.6K
|
6.56K
$816K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
79+ 0.34% |
$7.57K - $8.43K
|
23.6K
$2.94M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 3.1% |
$6.7K - $7.47K
|
2.33K
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53+ 0.2% |
$5.08K - $5.65K
|
26.8K
$3.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 1.93% |
$4.79K - $5.33K
|
2.64K
$328K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
47+ 1.72% |
$4.5K - $5.01K
|
2.77K
$345K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 5.23% |
$4.4K - $4.91K
|
926
$115K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 0.83% |
$3.83K - $4.27K
|
4.84K
$603K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.67% |
$3.73K - $4.16K
|
5.86K
$730K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31+ 0.2% |
$2.97K - $3.31K
|
15.5K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
30+ 0.31% |
$2.87K - $3.2K
|
9.77K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
28New |
$2.68K - $2.99K
|
28
$3.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26+ 0.3% |
$2.49K - $2.77K
|
8.68K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.78% |
$2.2K - $2.45K
|
2.96K
$369K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 14.81% |
$1.92K - $2.13K
|
155
$19.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20+ 0.29% |
$1.92K - $2.13K
|
6.86K
$855K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20+ 0.58% |
$1.92K - $2.13K
|
3.49K
$435K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 47.62% |
$1.92K - $2.13K
|
62
$7.72K
|
|
|
Jan 28, 2022
Q4 2021
|
Sl Advisors, LLC
|
BUY
|
- |
20+ 0.62% |
$1.92K - $2.13K
|
3.24K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
12+ 150.0% |
$1.15K - $1.28K
|
20
$2.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11New |
$1.05K - $1.17K
|
11
$1.37K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
9+ 0.07% |
$862 - $960
|
13K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$862 - $960
|
3.51K
$436K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 0.9% |
$862 - $960
|
1K
$125K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.2% |
$766 - $853
|
4.05K
$504K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
7+ 0.28% |
$670 - $747
|
2.53K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.16% |
$670 - $747
|
4.27K
$532K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
5New |
$479 - $533
|
5
$623
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$287 - $320
|
2.24K
$278K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3+ 5.45% |
$287 - $320
|
58
$7.22K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$192 - $213
|
2
$249
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$192 - $213
|
1.36K
$169K
|