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 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.66K- 48.16% |
$638K - $710K
|
7.17K
$892K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.69K- 75.46% |
$641K - $714K
|
2.18K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.19KClosed |
$784K - $874K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-8.97K- 2.67% |
$859K - $957K
|
327K
$40.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$1.03M - $1.15M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.6K- 32.36% |
$1.2M - $1.34M
|
26.3K
$3.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.3K- 5.31% |
$1.37M - $1.53M
|
255K
$31.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-17.4KClosed |
$1.67M - $1.86M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-18.5K- 19.71% |
$1.78M - $1.98M
|
75.6K
$9.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-27.1KClosed |
$2.59M - $2.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$3.83M - $4.26M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.9K- 38.81% |
$7.56M - $8.42M
|
124K
$15.5M
|