Purchases and Sales Made in Q4 2022 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
175
+ 1.5%
$13.3K - $15.4K
11.8K $1.47M
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
170
+ 2.01%
$12.9K - $15K
8.62K $1.07M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
157
+ 1.87%
$11.9K - $13.8K
8.56K $1.07M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
156
+ 15.15%
$11.8K - $13.7K
1.19K $148K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
150
New
$11.4K - $13.2K
150 $18.7K
Feb 09, 2023 Q4 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
150
+ 4.61%
$11.4K - $13.2K
3.41K $424K
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
140
+ 3.41%
$10.6K - $12.3K
4.24K $528K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
138
New
$10.5K - $12.2K
138 $17.2K
Jan 24, 2023 Q4 2022
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
127
+ 0.64%
$9.62K - $11.2K
20K $2.48M
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
119
+ 5.38%
$9.02K - $10.5K
2.33K $290K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
103
New
$7.8K - $9.07K
103 $12.8K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
102
+ 2.88%
$7.73K - $8.99K
3.64K $453K
Feb 14, 2023 Q4 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
100
+ 0.75%
$7.58K - $8.81K
13.5K $1.68M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
100
New
$7.58K - $8.81K
100 $12.5K
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
100
+ 2.72%
$7.58K - $8.81K
3.78K $470K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
72
New
$5.46K - $6.34K
72 $8.96K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
65
+ 3.44%
$4.93K - $5.73K
1.96K $244K
Jan 10, 2023 Q4 2022
Carret Asset Management, LLC

BUY
 -
63
+ 0.93%
$4.77K - $5.55K
6.8K $847K
Feb 10, 2023 Q4 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
58
+ 1.2%
$4.39K - $5.11K
4.89K $609K
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
50
+ 1.31%
$3.79K - $4.4K
3.88K $483K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
36
+ 0.15%
$2.73K - $3.17K
23.5K $2.93M
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
32
New
$2.42K - $2.82K
32 $3.98K
Jan 18, 2023 Q4 2022
Sl Advisors, LLC

BUY
 -
31
+ 0.95%
$2.35K - $2.73K
3.29K $410K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
31
+ 0.45%
$2.35K - $2.73K
6.97K $867K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
28
+ 18.42%
$2.12K - $2.47K
180 $22.4K
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
24
+ 0.44%
$1.82K - $2.11K
5.45K $679K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
23
+ 2.28%
$1.74K - $2.03K
1.03K $129K
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
23
+ 0.12%
$1.74K - $2.03K
19.5K $2.42M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
16
+ 0.45%
$1.21K - $1.41K
3.56K $443K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
13
+ 0.32%
$985 - $1.15K
4.09K $509K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
13
+ 0.37%
$985 - $1.15K
3.51K $437K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
11
+ 0.38%
$833 - $969
2.94K $365K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
11
+ 1.0%
$833 - $969
1.11K $138K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
10
+ 0.41%
$758 - $881
2.45K $305K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
10
+ 0.3%
$758 - $881
3.36K $419K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
7
+ 0.16%
$530 - $617
4.31K $536K
Feb 03, 2023 Q4 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
7
+ 0.2%
$530 - $617
3.54K $440K
Jan 11, 2023 Q4 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
6
+ 0.05%
$455 - $529
11.9K $1.48M
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
6
+ 15.0%
$455 - $529
46 $5.73K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
5
+ 0.89%
$379 - $440
565 $70.3K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
4
+ 0.03%
$303 - $352
13.3K $1.66M
Jan 19, 2023 Q4 2022
Mc Namara Financial Services, Inc.

BUY
 -
4
+ 0.09%
$303 - $352
4.61K $574K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3
+ 0.1%
$227 - $264
3.07K $382K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
3
+ 300.0%
$227 - $264
4 $498
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
2
New
$152 - $176
2 $249
Feb 09, 2023 Q4 2022
Cranbrook Wealth Management, LLC

BUY
 -
2
+ 0.15%
$152 - $176
1.37K $171K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
2
+ 0.02%
$152 - $176
9.96K $1.24M
Jan 31, 2023 Q4 2022
Graypoint LLC

BUY
 -
1
+ 0.02%
$75.8 - $88.1
5.01K $624K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
1
+ 0.26%
$75.8 - $88.1
379 $47.2K

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