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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.78K+ 13.04% |
$135K - $157K
|
15.4K
$1.92M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.77K+ 4.89% |
$134K - $155K
|
37.9K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.73KNew |
$131K - $152K
|
1.73K
$215K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.65K+ 15.82% |
$125K - $145K
|
12.1K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
1.39K+ 26.3% |
$105K - $122K
|
6.67K
$831K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.34K+ 15.88% |
$101K - $118K
|
9.74K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3KNew |
$98.7K - $115K
|
1.3K
$162K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 13.53% |
$98.7K - $115K
|
10.9K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.19K+ 5.72% |
$90K - $105K
|
22K
$2.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
1.18K+ 3.62% |
$89.3K - $104K
|
33.7K
$4.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06K+ 11.18% |
$80.4K - $93.5K
|
10.6K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
952+ 4.43% |
$72.1K - $83.9K
|
22.4K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
900New |
$68.2K - $79.3K
|
900
$112K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
831+ 4.69% |
$63K - $73.2K
|
18.6K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
829+ 8.89% |
$62.8K - $73K
|
10.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
799+ 6.08% |
$60.5K - $70.4K
|
13.9K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
791+ 17.28% |
$59.9K - $69.7K
|
5.37K
$668K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
711+ 29.63% |
$53.9K - $62.6K
|
3.11K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
703+ 47.24% |
$53.3K - $61.9K
|
2.19K
$273K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$53K - $61.7K
|
700
$87.2K
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
672+ 11.11% |
$50.9K - $59.2K
|
6.72K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
650New |
$49.3K - $57.3K
|
650
$80.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
643+ 3.5% |
$48.7K - $56.6K
|
19K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
599+ 10.97% |
$45.4K - $52.8K
|
6.06K
$755K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
546New |
$41.4K - $48.1K
|
546
$68K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
544+ 1.56% |
$41.2K - $47.9K
|
35.4K
$4.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
530+ 6.41% |
$40.2K - $46.7K
|
8.8K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
528+ 10.84% |
$40K - $46.5K
|
5.4K
$672K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
520+ 13.05% |
$39.4K - $45.8K
|
4.5K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
508+ 7.92% |
$38.5K - $44.7K
|
6.92K
$862K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
505+ 3.2% |
$38.3K - $44.5K
|
16.3K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
504+ 16.77% |
$38.2K - $44.4K
|
3.51K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $43.6K
|
495
$61.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$36.2K - $42.1K
|
478
$59.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
449New |
$34K - $39.6K
|
449
$55.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
371New |
$28.1K - $32.7K
|
371
$46.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
362+ 2.04% |
$27.4K - $31.9K
|
18.1K
$2.25M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
350+ 47.23% |
$26.5K - $30.8K
|
1.09K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
346+ 2.37% |
$26.2K - $30.5K
|
15K
$1.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
305+ 5.23% |
$23.1K - $26.9K
|
6.14K
$764K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
300+ 0.63% |
$22.7K - $26.4K
|
48.2K
$6M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
288+ 1.81% |
$21.8K - $25.4K
|
16.2K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
270+ 2.13% |
$20.5K - $23.8K
|
12.9K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
254+ 5.76% |
$19.2K - $22.4K
|
4.67K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
252+ 9.97% |
$19.1K - $22.2K
|
2.78K
$346K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
248New |
$18.8K - $21.8K
|
248
$30.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
220+ 0.88% |
$16.7K - $19.4K
|
25.3K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
206+ 1.04% |
$15.6K - $18.1K
|
20K
$2.48M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$15.2K - $17.6K
|
200
$24.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
180+ 4.86% |
$13.6K - $15.9K
|
3.88K
$484K
|