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
Jan 27, 2023 Q4 2022
Pfg Advisors

SELL
 -
-275
- 4.84%
$20.8K - $24.2K
5.4K $663K
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-292
- 12.53%
$22.1K - $25.7K
2.04K $250K
Jan 31, 2023 Q4 2022
Bell Bank

SELL
 -
-303
- 3.54%
$23K - $26.7K
8.26K $1.01M
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

SELL
 -
-318
- 5.36%
$24.1K - $28K
5.62K $689K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

SELL
 -
-342
- 0.37%
$25.9K - $30.1K
92.6K $11.4M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-342
- 5.72%
$25.9K - $30.1K
5.64K $692K
Feb 14, 2023 Q4 2022
Crestwood Advisors Group LLC

SELL
 -
-350
- 10.22%
$26.5K - $30.8K
3.08K $377K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-374
- 2.04%
$28.3K - $32.9K
18K $2.2M
Apr 24, 2024 Q4 2022
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-375
- 1.13%
$28.4K - $33K
32.7K $4.01M
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

SELL
 -
-387
- 3.83%
$29.3K - $34.1K
9.73K $1.19M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-419
- 8.05%
$31.7K - $36.9K
4.78K $587K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-433
- 54.81%
$32.8K - $38.1K
357 $43.8K
Jan 25, 2023 Q4 2022
Grimes & Company, Inc.

SELL
 -
-455
- 1.78%
$34.5K - $40.1K
25.1K $3.09M
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

SELL
 -
-482
- 18.62%
$36.5K - $42.5K
2.11K $259K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-534
- 32.64%
$40.5K - $47K
1.1K $135K
Aug 13, 2024 Q4 2022
Meridian Financial, LLC

Holliston, MA
SELL
 -
-600
- 7.72%
$45.5K - $52.9K
7.17K $880K
Feb 08, 2023 Q4 2022
Hudock, Inc.

SELL
 -
-607
- 17.76%
$46K - $53.5K
2.81K $345K
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-610
- 14.35%
$46.2K - $53.7K
3.64K $447K
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-675
- 11.52%
$51.1K - $59.5K
5.19K $637K
Feb 07, 2023 Q4 2022
Trillium Asset Management, LLC

Boston, MA
SELL
 -
-775
- 11.83%
$58.7K - $68.3K
5.77K $709K
Feb 10, 2023 Q4 2022
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-838
- 2.17%
$63.5K - $73.8K
37.7K $4.63M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-882
- 7.5%
$66.8K - $77.7K
10.9K $1.33M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

SELL
 -
-885
- 19.66%
$67.1K - $78K
3.62K $444K
Jan 20, 2023 Q4 2022
Mjp Associates Inc

SELL
 -
-887
- 25.44%
$67.2K - $78.1K
2.6K $319K
Feb 02, 2023 Q4 2022
Bailard, Inc.

SELL
 -
-900
- 3.4%
$68.2K - $79.3K
25.5K $3.14M
Feb 06, 2023 Q4 2022
Rollins Financial

SELL
 -
-928
- 7.93%
$70.3K - $81.7K
10.8K $1.32M
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-939
- 13.41%
$71.1K - $82.7K
6.06K $744K
Apr 26, 2023 Q4 2022
Ashburton (Jersey) LTD

St Helier, Y9
SELL
 -
-951
Closed
$72.1K - $83.8K
0 $0
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-956
- 1.78%
$72.4K - $84.2K
52.7K $6.47M
Jan 25, 2023 Q4 2022
Whittier Trust CO

SELL
 -
-989
- 22.03%
$74.9K - $87.1K
3.5K $430K
Jan 24, 2023 Q4 2022
White Lighthouse Investment Management Inc.

SELL
 -
-991
- 20.71%
$75.1K - $87.3K
3.79K $466K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
SELL
 -
-1K
- 5.18%
$75.8K - $88.1K
18.3K $2.25M
Jan 17, 2023 Q4 2022
Colorado Capital Management, Inc.

SELL
 -
-1.01K
- 4.46%
$76.3K - $88.7K
21.6K $2.65M
Jan 12, 2023 Q4 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-1.02K
- 7.88%
$77.4K - $89.9K
11.9K $1.47M
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-1.03K
- 9.42%
$78K - $90.6K
9.89K $1.21M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-1.05K
- 44.44%
$79.7K - $92.7K
1.32K $161K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

SELL
 -
-1.09K
- 91.58%
$82.4K - $95.8K
100 $12.3K
Feb 13, 2023 Q4 2022
Parsons Capital Management Inc

SELL
 -
-1.1K
- 18.95%
$83K - $96.5K
4.68K $575K
Feb 09, 2023 Q4 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.12K
- 20.67%
$85.2K - $99K
4.31K $529K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-1.13K
- 9.14%
$85.5K - $99.4K
11.2K $1.38M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

SELL
 -
-1.22K
- 10.11%
$92.7K - $108K
10.9K $1.34M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.27K
- 9.54%
$96.2K - $112K
12K $1.48M
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-1.28K
- 11.85%
$97.3K - $113K
9.55K $1.17M
Jan 26, 2023 Q4 2022
Greenup Street Wealth Management LLC

SELL
 -
-1.29K
- 17.88%
$97.9K - $114K
5.94K $729K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.3K
- 4.01%
$98.3K - $114K
31.1K $3.81M
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

SELL
 -
-1.38K
- 37.6%
$105K - $122K
2.3K $282K
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-1.49K
- 10.33%
$113K - $131K
12.9K $1.59M
Jan 31, 2023 Q4 2022
Ulland Investment Advisors, LLC

SELL
 -
-1.53K
- 14.66%
$116K - $134K
8.88K $1.09M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

SELL
 -
-1.56K
- 8.96%
$118K - $138K
15.9K $1.95M

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