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 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-303- 2.21% |
$29K - $32.3K
|
13.4K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-319- 1.32% |
$30.5K - $34K
|
23.9K
$2.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-324- 6.49% |
$31K - $34.6K
|
4.67K
$581K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-336- 44.15% |
$32.2K - $35.8K
|
425
$52.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-353- 10.52% |
$33.8K - $37.7K
|
3K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-368- 1.94% |
$35.2K - $39.3K
|
18.6K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-386Closed |
$37K - $41.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-466- 1.75% |
$44.6K - $49.7K
|
26.1K
$3.25M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-470- 10.43% |
$45K - $50.1K
|
4.04K
$503K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-505- 4.1% |
$48.4K - $53.9K
|
11.8K
$1.47M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-520- 13.62% |
$49.8K - $55.5K
|
3.3K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-531- 2.79% |
$50.8K - $56.6K
|
18.5K
$2.31M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-538- 0.87% |
$51.5K - $57.4K
|
61.3K
$7.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-540Closed |
$51.7K - $57.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-543- 22.0% |
$52K - $57.9K
|
1.93K
$240K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-543- 6.11% |
$52K - $57.9K
|
8.35K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-590- 35.12% |
$56.5K - $62.9K
|
1.09K
$136K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-606- 41.28% |
$58K - $64.6K
|
862
$107K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-625- 14.97% |
$59.9K - $66.7K
|
3.55K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-626- 9.26% |
$59.9K - $66.8K
|
6.13K
$763K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-631- 12.22% |
$60.4K - $67.3K
|
4.53K
$564K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-709- 3.14% |
$67.9K - $75.6K
|
21.9K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-709- 2.73% |
$67.9K - $75.6K
|
25.2K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-710- 22.59% |
$68K - $75.7K
|
2.43K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-747- 19.51% |
$71.5K - $79.7K
|
3.08K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-776Closed |
$74.3K - $82.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-873- 33.26% |
$83.6K - $93.1K
|
1.75K
$218K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-883- 18.82% |
$84.6K - $94.2K
|
3.81K
$474K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-894- 10.58% |
$85.6K - $95.4K
|
7.56K
$941K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.02K- 5.57% |
$97.8K - $109K
|
17.3K
$2.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.03K- 27.25% |
$98.6K - $110K
|
2.75K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 9.4% |
$105K - $117K
|
10.6K
$1.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 5.51% |
$107K - $119K
|
19.2K
$2.39M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.2KClosed |
$115K - $128K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.28K- 9.09% |
$123K - $137K
|
12.8K
$1.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 7.24% |
$153K - $170K
|
20.5K
$2.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.64K- 8.63% |
$157K - $175K
|
17.4K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.8K- 8.82% |
$172K - $192K
|
18.6K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.04K- 9.53% |
$196K - $218K
|
19.4K
$2.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.08K- 8.28% |
$199K - $222K
|
23.1K
$2.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.11K- 13.76% |
$202K - $225K
|
13.2K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.16K- 28.03% |
$206K - $230K
|
5.54K
$689K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.16K- 1.28% |
$207K - $231K
|
167K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.19K- 14.1% |
$210K - $234K
|
13.4K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.45K- 3.08% |
$235K - $262K
|
77.3K
$9.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.4K- 12.62% |
$326K - $363K
|
23.6K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.54K- 4.7% |
$339K - $378K
|
71.8K
$8.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.69K- 54.67% |
$353K - $393K
|
3.06K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.88K- 66.78% |
$371K - $414K
|
1.93K
$240K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.23K- 51.03% |
$405K - $451K
|
4.05K
$505K
|