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 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.18K+ 11.29% |
$101K - $119K
|
11.6K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 1.28% |
$98.5K - $116K
|
91.1K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.13K+ 19.25% |
$96.1K - $114K
|
6.98K
$869K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.03K+ 4.19% |
$87.8K - $104K
|
25.6K
$3.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
976+ 3.24% |
$83.3K - $98.4K
|
31.1K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
940+ 15.98% |
$80.2K - $94.8K
|
6.82K
$850K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
840+ 14.0% |
$71.7K - $84.7K
|
6.84K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
791+ 1.18% |
$67.5K - $79.8K
|
68.1K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
757+ 157.71% |
$64.6K - $76.4K
|
1.24K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
744+ 12.27% |
$63.5K - $75K
|
6.81K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
737+ 5.32% |
$62.9K - $74.3K
|
14.6K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
718+ 2.74% |
$61.3K - $72.4K
|
27K
$3.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
695+ 6.85% |
$59.3K - $70.1K
|
10.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
617+ 4.67% |
$52.7K - $62.2K
|
13.8K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
613+ 16.09% |
$52.3K - $61.8K
|
4.42K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
596+ 3.48% |
$50.9K - $60.1K
|
17.7K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
596+ 25.19% |
$50.9K - $60.1K
|
2.96K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
591+ 20.82% |
$50.4K - $59.6K
|
3.43K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
567New |
$48.4K - $57.2K
|
567
$70.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
567+ 22.1% |
$48.4K - $57.2K
|
3.13K
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
542+ 3.37% |
$46.3K - $54.7K
|
16.6K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
513+ 3.91% |
$43.8K - $51.7K
|
13.6K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
511+ 4.62% |
$43.6K - $51.5K
|
11.6K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
508+ 8.53% |
$43.4K - $51.2K
|
6.46K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
501+ 2.73% |
$42.8K - $50.5K
|
18.9K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
457New |
$39K - $46.1K
|
457
$56.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
431New |
$36.8K - $43.5K
|
431
$53.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
407+ 0.83% |
$34.7K - $41.1K
|
49.7K
$6.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
400+ 20.81% |
$34.1K - $40.3K
|
2.32K
$289K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
385New |
$32.9K - $38.8K
|
385
$47.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
375+ 7.44% |
$32K - $37.8K
|
5.41K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
366+ 4.8% |
$31.2K - $36.9K
|
7.98K
$994K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
333+ 5.98% |
$28.4K - $33.6K
|
5.91K
$735K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
315+ 50.16% |
$26.9K - $31.8K
|
943
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
298+ 0.13% |
$25.4K - $30.1K
|
236K
$29.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
298New |
$25.4K - $30.1K
|
298
$37.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
265+ 48.53% |
$22.6K - $26.7K
|
811
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
265+ 5.05% |
$22.6K - $26.7K
|
5.51K
$686K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
245+ 7.65% |
$20.9K - $24.7K
|
3.45K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
236+ 1.17% |
$20.1K - $23.8K
|
20.3K
$2.53M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
225+ 7.39% |
$19.2K - $22.7K
|
3.27K
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
222+ 6.47% |
$18.9K - $22.4K
|
3.65K
$455K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
204+ 7.79% |
$17.4K - $20.6K
|
2.82K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
203+ 1.8% |
$17.3K - $20.5K
|
11.5K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
203New |
$17.3K - $20.5K
|
203
$25.3K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
202+ 5.65% |
$17.2K - $20.4K
|
3.78K
$471K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 4.17% |
$17.1K - $20.2K
|
5K
$623K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
194+ 8.17% |
$16.6K - $19.6K
|
2.57K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
189+ 0.28% |
$16.1K - $19.1K
|
67.6K
$8.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
188+ 3.3% |
$16K - $19K
|
5.88K
$732K
|