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 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 6.22% |
$124K - $144K
|
24.6K
$3.02M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.66KClosed |
$126K - $146K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.69K- 36.01% |
$128K - $149K
|
3.01K
$369K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.69K- 25.91% |
$128K - $149K
|
4.84K
$594K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.91K- 7.43% |
$145K - $168K
|
23.8K
$2.92M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.04K- 2.02% |
$155K - $180K
|
99.1K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.25K- 25.67% |
$170K - $198K
|
6.51K
$799K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.48K- 37.21% |
$188K - $219K
|
4.19K
$514K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.93K- 37.01% |
$222K - $258K
|
4.99K
$613K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.96K- 47.12% |
$225K - $261K
|
3.33K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.36K- 9.97% |
$255K - $296K
|
30.4K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.44K- 10.63% |
$261K - $303K
|
28.9K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.48K- 2.85% |
$264K - $307K
|
119K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.86K- 56.88% |
$292K - $340K
|
2.93K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4.2K- 2.94% |
$318K - $370K
|
138K
$17M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-5.65K- 15.11% |
$428K - $497K
|
31.7K
$3.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.76K- 53.79% |
$437K - $508K
|
4.95K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.93K- 0.66% |
$449K - $522K
|
889K
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.97K- 37.39% |
$453K - $526K
|
10K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.54K- 28.77% |
$496K - $576K
|
16.2K
$1.99M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.55K- 49.26% |
$496K - $577K
|
6.75K
$829K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.67K- 72.39% |
$581K - $676K
|
2.93K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.49K- 9.24% |
$719K - $836K
|
93.3K
$11.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.57K- 13.5% |
$725K - $843K
|
61.3K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 2.02% |
$772K - $898K
|
493K
$60.5M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.5K- 7.03% |
$797K - $926K
|
139K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13.2K- 48.8% |
$1M - $1.16M
|
13.9K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 55.8% |
$1.01M - $1.17M
|
10.5K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 1.86% |
$1.03M - $1.2M
|
714K
$87.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.3K- 5.98% |
$1.16M - $1.35M
|
241K
$29.5M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-16.8K- 41.58% |
$1.27M - $1.48M
|
23.6K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-21.5K- 5.27% |
$1.63M - $1.9M
|
387K
$47.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 33.75% |
$1.74M - $2.03M
|
45.2K
$5.54M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-29K- 40.73% |
$2.2M - $2.55M
|
42.2K
$5.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43K- 8.09% |
$3.26M - $3.79M
|
489K
$60M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81K- 38.92% |
$6.14M - $7.14M
|
127K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-99.6K- 64.53% |
$7.54M - $8.77M
|
54.7K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-248K- 14.62% |
$18.8M - $21.9M
|
1.45M
$178M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-263K- 41.84% |
$20M - $23.2M
|
366K
$44.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.77M- 99.98% |
$740M - $860M
|
1.58K
$194K
|