Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.76M+ 108131.93% |
$739M - $860M
|
9.77M
$1.2B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
368K+ 16.71% |
$27.9M - $32.4M
|
2.57M
$315M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
325K+ 111.99% |
$24.6M - $28.6M
|
615K
$75.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
250KNew |
$19M - $22M
|
250K
$30.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
113K+ 10.91% |
$8.6M - $9.99M
|
1.15M
$142M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
101K+ 27.5% |
$7.63M - $8.87M
|
467K
$57.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.2K+ 2.73% |
$6.23M - $7.24M
|
3.1M
$380M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.6KNew |
$4.59M - $5.34M
|
60.6K
$7.44M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
53.1KNew |
$4.02M - $4.68M
|
53.1K
$6.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
41.3KNew |
$3.13M - $3.64M
|
41.3K
$5.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.2KNew |
$3.12M - $3.63M
|
41.2K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.9K+ 18.17% |
$2.57M - $2.99M
|
220K
$27.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 43.65% |
$2.47M - $2.88M
|
107K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5K+ 159.21% |
$2.23M - $2.6M
|
48K
$5.89M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28.6KNew |
$2.17M - $2.52M
|
28.6K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
27.2K+ 10.37% |
$2.06M - $2.39M
|
289K
$35.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27.1K+ 50.19% |
$2.05M - $2.39M
|
81.1K
$9.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4K+ 49.2% |
$2M - $2.32M
|
79.9K
$9.81M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4K+ 49.2% |
$2M - $2.32M
|
79.9K
$9.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
25.5KNew |
$1.93M - $2.24M
|
25.5K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
22.5K+ 416.14% |
$1.71M - $1.98M
|
27.9K
$3.43M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.5KNew |
$1.63M - $1.9M
|
21.5K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 18.95% |
$1.5M - $1.74M
|
124K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.7KNew |
$1.42M - $1.65M
|
18.7K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.4K+ 68.46% |
$1.09M - $1.27M
|
35.6K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$1.06M - $1.24M
|
14K
$1.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 169.2% |
$1.04M - $1.2M
|
21.8K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.1KNew |
$991K - $1.15M
|
13.1K
$1.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 38.78% |
$984K - $1.14M
|
46.5K
$5.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.6K+ 78.08% |
$958K - $1.11M
|
28.8K
$3.54M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$925K - $1.08M
|
12.2K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.7KNew |
$888K - $1.03M
|
11.7K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 2.09% |
$822K - $955K
|
531K
$65.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$764K - $888K
|
10.1K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
9.91K+ 19.9% |
$751K - $873K
|
59.7K
$7.33M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
9.44K+ 1.91% |
$715K - $832K
|
503K
$61.8M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.06KNew |
$686K - $798K
|
9.06K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.71K+ 38.44% |
$660K - $767K
|
31.4K
$3.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.7K+ 414.59% |
$659K - $766K
|
10.8K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.59K+ 186.74% |
$651K - $757K
|
13.2K
$1.62M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.23KNew |
$624K - $725K
|
8.23K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.05K+ 1.37% |
$610K - $709K
|
595K
$73.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8KNew |
$606K - $705K
|
8K
$982K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.86K+ 17.25% |
$596K - $693K
|
53.4K
$6.56M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.89K+ 435.59% |
$522K - $607K
|
8.47K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.2KNew |
$470K - $546K
|
6.2K
$761K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6.08KNew |
$461K - $536K
|
6.08K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.07K+ 5.53% |
$460K - $535K
|
116K
$14.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.01K+ 104.67% |
$455K - $529K
|
11.7K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.92KNew |
$448K - $521K
|
5.92K
$726K
|