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 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1
+ 0.01%
$75.8 - $88.1
18.5K $2.27M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
1
+ 0.03%
$75.8 - $88.1
3.3K $405K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

SELL
 -
-3
- 3.23%
$227 - $264
90 $11K
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-9
- 0.2%
$682 - $793
4.59K $564K
Feb 07, 2023 Q4 2022
Brio Consultants, LLC

SELL
 -
-12
- 0.44%
$909 - $1.06K
2.69K $330K
Feb 01, 2023 Q4 2022
Spartan Planning & Wealth Management

Greensboro, NC
SELL
 -
-15
- 5.95%
$1.14K - $1.32K
237 $29.1K
Feb 09, 2023 Q4 2022
Mai Capital Management

SELL
 -
-19
- 0.68%
$1.44K - $1.67K
2.76K $338K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

SELL
 -
-20
- 0.46%
$1.52K - $1.76K
4.29K $526K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-20
- 0.4%
$1.52K - $1.76K
4.98K $611K
Feb 14, 2023 Q4 2022
Financial Counselors Inc

SELL
 -
-25
- 0.5%
$1.89K - $2.2K
4.97K $610K
Jan 31, 2023 Q4 2022
Peoples Bank

SELL
 -
-27
- 0.45%
$2.05K - $2.38K
6.01K $737K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-29
- 1.26%
$2.2K - $2.55K
2.27K $278K
Jan 09, 2023 Q4 2022
Dentgroup LLC

SELL
 -
-31
- 0.61%
$2.35K - $2.73K
5.04K $618K
Feb 03, 2023 Q4 2022
Regions Financial Corp

SELL
 -
-34
- 0.05%
$2.58K - $3K
71.3K $8.75M
Jan 23, 2023 Q4 2022
First Command Bank

SELL
 -
-37
- 1.19%
$2.8K - $3.26K
3.07K $377K
Jan 20, 2023 Q4 2022
First Command Financial Services, Inc.

SELL
 -
-37
- 1.19%
$2.8K - $3.26K
3.07K $377K
May 25, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
SELL
 -
-43
- 0.23%
$3.26K - $3.79K
18.3K $2.24M
Feb 14, 2023 Q4 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-44
- 0.59%
$3.33K - $3.88K
7.37K $905K
Feb 09, 2023 Q4 2022
Warner Financial, Inc

Bethesda, MD
SELL
 -
-52
- 0.77%
$3.94K - $4.58K
6.71K $823K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

SELL
 -
-52
- 0.42%
$3.94K - $4.58K
12.2K $1.5M
Jan 19, 2023 Q4 2022
Harbor Group, Inc.

SELL
 -
-56
- 2.06%
$4.24K - $4.93K
2.66K $327K
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-71
- 0.57%
$5.38K - $6.25K
12.5K $1.53M
Aug 03, 2023 Q4 2022
Winthrop Advisory Group LLC

SELL
 -
-75
- 0.46%
$5.68K - $6.61K
16.2K $1.99M
Feb 06, 2023 Q4 2022
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-81
- 1.5%
$6.14K - $7.14K
5.32K $654K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-95
- 0.9%
$7.2K - $8.37K
10.5K $1.28M
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-100
- 50.0%
$7.58K - $8.81K
100 $12.3K
Jan 17, 2023 Q4 2022
Litman Gregory Wealth Management LLC

SELL
 -
-100
- 0.65%
$7.58K - $8.81K
15.3K $1.88M
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-100
- 2.93%
$7.58K - $8.81K
3.32K $407K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

SELL
 -
-112
- 0.67%
$8.49K - $9.87K
16.6K $2.03M
Feb 02, 2023 Q4 2022
Spinnaker Trust

SELL
 -
-113
- 0.01%
$8.56K - $9.95K
974K $120M
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

SELL
 -
-126
- 5.39%
$9.55K - $11.1K
2.21K $271K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

SELL
 -
-162
- 1.22%
$12.3K - $14.3K
13.2K $1.61M
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

SELL
 -
-168
- 0.23%
$12.7K - $14.8K
74.4K $9.13M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-196
- 3.11%
$14.9K - $17.3K
6.11K $749K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-200
- 6.62%
$15.2K - $17.6K
2.82K $346K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-200
- 6.62%
$15.2K - $17.6K
2.82K $346K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-206
- 3.49%
$15.6K - $18.1K
5.69K $699K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-206
- 0.73%
$15.6K - $18.1K
27.8K $3.42M
Jan 30, 2023 Q4 2022
Monumental Financial Group Inc.

SELL
 -
-207
- 3.41%
$15.7K - $18.2K
5.87K $720K
Feb 10, 2023 Q4 2022
Signature Securities Group Corporation

SELL
 -
-222
- 5.22%
$16.8K - $19.6K
4.03K $494K
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-230
- 1.88%
$17.4K - $20.3K
12K $1.47M
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-230
- 1.88%
$17.4K - $20.3K
12K $1.47M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-238
- 4.18%
$18K - $21K
5.46K $670K
Feb 08, 2023 Q4 2022
Levy Wealth Management Group, LLC

SELL
 -
-241
- 2.22%
$18.3K - $21.2K
10.6K $1.31M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-245
- 2.86%
$18.6K - $21.6K
8.33K $1.02M
Jan 27, 2023 Q4 2022
Strategic Wealth Investment Group, LLC

SELL
 -
-248
- 7.13%
$18.8K - $21.8K
3.23K $396K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-251
- 9.03%
$19K - $22.1K
2.53K $310K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-257
- 96.25%
$19.5K - $22.6K
10 $1.23K

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