Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
10.6M+ 139.37% |
$905M - $1.07B
|
18.2M
$2.23B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
235K+ 170.68% |
$20.1M - $23.7M
|
373K
$45.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167K+ 5.31% |
$14.2M - $16.8M
|
3.31M
$406M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
96.6KNew |
$8.25M - $9.74M
|
96.6K
$11.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.9K+ 5.94% |
$5.97M - $7.05M
|
1.25M
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.8KNew |
$4.08M - $4.82M
|
47.8K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.5K+ 3.61% |
$3.71M - $4.39M
|
1.25M
$153M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
41.4KNew |
$3.54M - $4.18M
|
41.4K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.9K+ 2.01% |
$3.07M - $3.62M
|
1.82M
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
27.1KNew |
$2.31M - $2.73M
|
27.1K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.09M - $2.48M
|
24.5K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
24.1KNew |
$2.06M - $2.43M
|
24.1K
$2.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
23.7K+ 28.1% |
$2.02M - $2.39M
|
108K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.3KNew |
$1.9M - $2.25M
|
22.3K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
20.9K+ 9794.84% |
$1.78M - $2.1M
|
21.1K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1K+ 93.79% |
$1.72M - $2.03M
|
41.5K
$5.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 33.04% |
$1.66M - $1.96M
|
78.4K
$9.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18K+ 1.89% |
$1.54M - $1.81M
|
972K
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.9K+ 27.59% |
$1.52M - $1.8M
|
82.6K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.6K+ 19.72% |
$1.42M - $1.67M
|
101K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 4.81% |
$1.34M - $1.58M
|
343K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.9K+ 12.08% |
$1.27M - $1.51M
|
138K
$17M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.7K+ 410.19% |
$1.25M - $1.48M
|
18.3K
$2.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
12.7K+ 4.83% |
$1.08M - $1.28M
|
275K
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.6K+ 2.48% |
$993K - $1.17M
|
480K
$58.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.72KNew |
$830K - $980K
|
9.72K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.62KNew |
$822K - $971K
|
9.62K
$1.18M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.56KNew |
$816K - $964K
|
9.56K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.22KNew |
$787K - $930K
|
9.22K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.21K+ 1.67% |
$786K - $929K
|
561K
$68.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
8.61KNew |
$735K - $869K
|
8.61K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
8.19KNew |
$699K - $826K
|
8.19K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.14K+ 2.4% |
$695K - $821K
|
348K
$42.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
8KNew |
$683K - $807K
|
8K
$982K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.94KNew |
$678K - $801K
|
7.94K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 37.5% |
$640K - $756K
|
27.5K
$3.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
7.34KNew |
$627K - $740K
|
7.34K
$901K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.97K+ 43.93% |
$595K - $703K
|
22.8K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
6.73K+ 0.83% |
$575K - $679K
|
817K
$100M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
6.54KNew |
$559K - $660K
|
6.54K
$803K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.15K+ 20.98% |
$525K - $620K
|
35.5K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.95KNew |
$508K - $600K
|
5.95K
$730K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.83KNew |
$498K - $588K
|
5.83K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.57K+ 22.28% |
$475K - $561K
|
30.6K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 9.85% |
$464K - $548K
|
60.6K
$7.44M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.43KNew |
$463K - $547K
|
5.43K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.28K+ 0.6% |
$450K - $532K
|
883K
$108M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.01K+ 19.07% |
$427K - $505K
|
31.3K
$3.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
4.74K+ 7.51% |
$405K - $478K
|
67.9K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.71K+ 13.91% |
$402K - $475K
|
38.6K
$4.74M
|