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 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.65K+ 1.51% |
$428K - $497K
|
379K
$47.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.44K+ 2.38% |
$412K - $479K
|
233K
$29.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.43KNew |
$412K - $479K
|
5.43K
$676K
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
5.18K+ 14.96% |
$393K - $457K
|
39.8K
$4.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5KNew |
$379K - $440K
|
5K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5K+ 50.73% |
$379K - $440K
|
14.9K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
4.85KNew |
$368K - $428K
|
4.85K
$604K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.82K+ 185.31% |
$365K - $425K
|
7.42K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.75KNew |
$360K - $418K
|
4.75K
$591K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.61KNew |
$349K - $406K
|
4.61K
$574K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.43K+ 12.22% |
$336K - $390K
|
40.7K
$5.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.42K+ 6.71% |
$335K - $389K
|
70.2K
$8.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.3KNew |
$326K - $378K
|
4.3K
$535K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.29KNew |
$325K - $378K
|
4.29K
$534K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$319K - $371K
|
4.21K
$524K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.2K+ 5.58% |
$318K - $370K
|
79.4K
$9.89M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
4.08KNew |
$309K - $359K
|
4.08K
$507K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3.64K+ 18.14% |
$276K - $321K
|
23.7K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.51KNew |
$266K - $309K
|
3.51K
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.24K+ 4.6% |
$246K - $285K
|
73.6K
$9.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.23KNew |
$245K - $284K
|
3.23K
$402K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.12KNew |
$237K - $275K
|
3.12K
$389K
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.12K+ 0.89% |
$236K - $275K
|
355K
$44.2M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.12K+ 0.89% |
$236K - $275K
|
355K
$44.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.12K+ 9.09% |
$236K - $275K
|
37.4K
$4.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
2.96KNew |
$224K - $260K
|
2.96K
$368K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 2.61% |
$221K - $257K
|
115K
$14.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.82K+ 15.86% |
$214K - $249K
|
20.6K
$2.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 6.68% |
$212K - $247K
|
44.7K
$5.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 1.31% |
$206K - $239K
|
210K
$26.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68KNew |
$203K - $236K
|
2.68K
$333K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.66K+ 1.08% |
$202K - $235K
|
249K
$31M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.66K+ 35.89% |
$202K - $234K
|
10.1K
$1.25M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.62K+ 31.62% |
$198K - $231K
|
10.9K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.62KNew |
$198K - $230K
|
2.62K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.58KNew |
$195K - $227K
|
2.58K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.56KNew |
$194K - $226K
|
2.56K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.55KNew |
$193K - $225K
|
2.55K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.5KNew |
$189K - $220K
|
2.5K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.46KNew |
$186K - $217K
|
2.46K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45KNew |
$186K - $216K
|
2.45K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.43K+ 26.13% |
$184K - $214K
|
11.7K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.33KNew |
$176K - $205K
|
2.33K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.25K+ 17.45% |
$170K - $198K
|
15.1K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 14.68% |
$162K - $188K
|
16.7K
$2.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2.13K+ 11.63% |
$162K - $188K
|
20.5K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.09K+ 7.82% |
$158K - $184K
|
28.8K
$3.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.98K+ 6.13% |
$150K - $175K
|
34.4K
$4.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.83K+ 23.03% |
$139K - $161K
|
9.78K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.79K+ 23.05% |
$135K - $157K
|
9.53K
$1.19M
|