Purchases and Sales Made in Q4 2021 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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 21, 2022 Q4 2021
Pfg Advisors

BUY
 -
2
+ 0.05%
$192 - $213
4.37K $544K
Feb 03, 2022 Q4 2021
Brighton Jones LLC

BUY
 -
1
+ 0.01%
$95.8 - $107
8.26K $1.03M
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
1
+ 0.01%
$95.8 - $107
6.78K $844K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-1
- 0.02%
$95.8 - $107
6.21K $773K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2
- 0.41%
$192 - $213
486 $60.5K
Feb 07, 2022 Q4 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2
- 0.07%
$192 - $213
2.87K $357K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-12
Closed
$1.15K - $1.28K
0 $0
Feb 09, 2022 Q4 2021
Tria Gen Wealth Management LLC

SELL
 -
-14
- 0.24%
$1.34K - $1.49K
5.77K $718K
Jan 14, 2022 Q4 2021
Baldwin Brothers LLC

SELL
 -
-15
- 2.03%
$1.44K - $1.6K
725 $90.3K
Feb 10, 2022 Q4 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-18
- 0.64%
$1.72K - $1.92K
2.8K $348K
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-20
- 0.84%
$1.92K - $2.13K
2.37K $295K
Feb 15, 2022 Q4 2021
Prestige Wealth Management Group LLC

SELL
 -
-22
- 9.73%
$2.11K - $2.35K
204 $25.4K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-42
- 1.8%
$4.02K - $4.48K
2.29K $286K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-50
Closed
$4.79K - $5.33K
0 $0
Feb 15, 2022 Q4 2021
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-51
- 1.05%
$4.88K - $5.44K
4.82K $600K
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-52
- 2.08%
$4.98K - $5.55K
2.45K $305K
Jan 24, 2022 Q4 2021
Mc Namara Financial Services, Inc.

SELL
 -
-67
- 1.46%
$6.42K - $7.15K
4.53K $564K
Jan 27, 2022 Q4 2021
Peoples Bank

SELL
 -
-70
- 1.08%
$6.7K - $7.47K
6.38K $795K
Feb 14, 2022 Q4 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-70
- 3.09%
$6.7K - $7.47K
2.2K $274K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-80
Closed
$7.66K - $8.53K
0 $0
Feb 02, 2022 Q4 2021
Gould Asset Management LLC

Claremont, CA
SELL
 -
-85
- 0.62%
$8.14K - $9.07K
13.7K $1.7M
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

SELL
 -
-89
- 19.22%
$8.52K - $9.49K
374 $46.6K
Feb 04, 2022 Q4 2021
Van Hulzen Asset Management, LLC

SELL
 -
-96
- 3.0%
$9.19K - $10.2K
3.11K $387K
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

SELL
 -
-97
- 0.56%
$9.29K - $10.3K
17.3K $2.16M
Feb 07, 2022 Q4 2021
Parsons Capital Management Inc

SELL
 -
-100
- 1.56%
$9.58K - $10.7K
6.31K $786K
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-108
- 0.45%
$10.3K - $11.5K
23.8K $2.96M
Feb 10, 2022 Q4 2021
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-115
- 4.09%
$11K - $12.3K
2.7K $336K
Jan 31, 2022 Q4 2021
Addison Advisors LLC

SELL
 -
-120
- 1.41%
$11.5K - $12.8K
8.4K $1.05M
Feb 14, 2022 Q4 2021
Wj Wealth Management, LLC

SELL
 -
-138
- 0.28%
$13.2K - $14.7K
48.6K $6.05M
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-140
- 3.31%
$13.4K - $14.9K
4.1K $510K
Feb 14, 2022 Q4 2021
Archetype Wealth Partners

Houston, TX
SELL
 -
-160
- 2.29%
$15.3K - $17.1K
6.83K $850K
Jan 24, 2022 Q4 2021
Highland Private Wealth Management

SELL
 -
-170
- 0.54%
$16.3K - $18.1K
31.1K $3.88M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-172
- 2.6%
$16.5K - $18.3K
6.44K $802K
Jan 18, 2022 Q4 2021
Mjp Associates Inc

SELL
 -
-183
- 6.6%
$17.5K - $19.5K
2.59K $322K
Jan 28, 2022 Q4 2021
Avantax Planning Partners, Inc.

SELL
 -
-192
- 1.45%
$18.4K - $20.5K
13K $1.62M
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-197
- 1.43%
$18.9K - $21K
13.6K $1.7M
Jan 24, 2022 Q4 2021
Private Capital Group, LLC

SELL
 -
-200
- 1.1%
$19.2K - $21.3K
18K $2.24M
Jan 14, 2022 Q4 2021
Acropolis Investment Management, LLC

SELL
 -
-200
- 5.9%
$19.2K - $21.3K
3.19K $397K
Feb 14, 2022 Q4 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-216
- 10.04%
$20.7K - $23K
1.94K $241K
Feb 09, 2022 Q4 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-226
- 7.1%
$21.6K - $24.1K
2.96K $368K
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-226
Closed
$21.6K - $24.1K
0 $0
Jan 10, 2022 Q4 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-237
- 5.22%
$22.7K - $25.3K
4.31K $536K
Feb 07, 2022 Q4 2021
Monumental Financial Group Inc.

SELL
 -
-241
- 4.42%
$23.1K - $25.7K
5.21K $648K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-245
- 1.63%
$23.5K - $26.1K
14.8K $1.84M
Jan 19, 2022 Q4 2021
West Financial Advisors, LLC

SELL
 -
-247
- 3.72%
$23.7K - $26.3K
6.4K $797K
Feb 14, 2022 Q4 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-250
- 5.24%
$23.9K - $26.7K
4.53K $563K
Feb 15, 2022 Q4 2021
Westside Investment Management, Inc.

SELL
 -
-300
- 2.39%
$28.7K - $32K
12.3K $1.53M
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-301
Closed
$28.8K - $32.1K
0 $0

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