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 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.68KNew |
$400K - $472K
|
4.68K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.32K+ 1.92% |
$368K - $435K
|
229K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.2K+ 55.26% |
$359K - $424K
|
11.8K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.12K+ 8.58% |
$352K - $416K
|
52.2K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.88KNew |
$331K - $391K
|
3.88K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.84K+ 0.71% |
$327K - $387K
|
543K
$67.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.74K+ 2.16% |
$319K - $377K
|
177K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$306K - $361K
|
3.58K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.56K+ 60.24% |
$304K - $359K
|
9.47K
$1.18M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.56K+ 60.24% |
$304K - $359K
|
9.47K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.56K+ 7.68% |
$304K - $359K
|
49.8K
$6.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.55K+ 63.37% |
$303K - $358K
|
9.16K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.46K+ 13.24% |
$295K - $348K
|
29.6K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17K+ 14.97% |
$271K - $320K
|
24.3K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 2.78% |
$261K - $309K
|
113K
$14.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
3.05KNew |
$261K - $308K
|
3.05K
$380K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.97KNew |
$254K - $300K
|
2.97K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.97K+ 1.73% |
$253K - $299K
|
175K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$249K - $294K
|
2.92K
$363K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.9KNew |
$248K - $292K
|
2.9K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 22.38% |
$241K - $285K
|
15.5K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.75KNew |
$235K - $277K
|
2.75K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.75K+ 22.89% |
$234K - $277K
|
14.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$224K - $264K
|
2.62K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.6K+ 18.64% |
$222K - $262K
|
16.6K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.56KNew |
$219K - $258K
|
2.56K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54KNew |
$217K - $256K
|
2.54K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.52KNew |
$215K - $254K
|
2.52K
$314K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.37KNew |
$202K - $239K
|
2.37K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 3.48% |
$202K - $239K
|
70.3K
$8.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.31KNew |
$197K - $233K
|
2.31K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 1233.7% |
$194K - $229K
|
2.45K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.26KNew |
$193K - $228K
|
2.26K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23KNew |
$190K - $225K
|
2.23K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $220K
|
2.18K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.16KNew |
$185K - $218K
|
2.16K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $217K
|
2.15K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.12KNew |
$181K - $214K
|
2.12K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1K+ 18.54% |
$179K - $212K
|
13.4K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.1KNew |
$179K - $212K
|
2.1K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.1K+ 2.6% |
$179K - $211K
|
82.6K
$10.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.07KNew |
$177K - $209K
|
2.07K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.04KNew |
$174K - $206K
|
2.04K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.01KNew |
$172K - $203K
|
2.01K
$251K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2KNew |
$171K - $202K
|
2K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.91K+ 9.79% |
$163K - $193K
|
21.4K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.68KNew |
$143K - $169K
|
1.68K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 4.07% |
$129K - $152K
|
38.6K
$4.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.42K+ 10.06% |
$121K - $144K
|
15.6K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.24K+ 2.99% |
$106K - $125K
|
42.6K
$5.31M
|