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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
177+ 5.51% |
$15.1K - $17.9K
|
3.39K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
173+ 5.08% |
$14.8K - $17.4K
|
3.58K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
172New |
$14.7K - $17.3K
|
172
$21.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
171+ 0.72% |
$14.6K - $17.2K
|
23.9K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
160+ 6.61% |
$13.7K - $16.1K
|
2.58K
$321K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
152+ 1.27% |
$13K - $15.3K
|
12.1K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$12.8K - $15.1K
|
150
$18.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
146+ 4.79% |
$12.5K - $14.7K
|
3.2K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
136New |
$11.6K - $13.7K
|
136
$16.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
134+ 1.35% |
$11.4K - $13.5K
|
10.1K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
127+ 2.82% |
$10.8K - $12.8K
|
4.62K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
122+ 1.81% |
$10.4K - $12.3K
|
6.87K
$856K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
110+ 0.73% |
$9.39K - $11.1K
|
15.3K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
104+ 0.15% |
$8.88K - $10.5K
|
69.6K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 2.72% |
$8.54K - $10.1K
|
3.78K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
92+ 18.36% |
$7.85K - $9.28K
|
593
$73.8K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
84New |
$7.17K - $8.47K
|
84
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75New |
$6.4K - $7.56K
|
75
$9.34K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
71+ 0.77% |
$6.06K - $7.16K
|
9.31K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
71New |
$6.06K - $7.16K
|
71
$8.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 1.1% |
$5.98K - $7.06K
|
6.43K
$801K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
70+ 1.14% |
$5.98K - $7.06K
|
6.23K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
69+ 0.64% |
$5.89K - $6.96K
|
10.9K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63New |
$5.38K - $6.35K
|
63
$7.84K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59+ 1.7% |
$5.04K - $5.95K
|
3.53K
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
58+ 0.83% |
$4.95K - $5.85K
|
7.07K
$880K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
56+ 2.81% |
$4.78K - $5.65K
|
2.05K
$255K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
55+ 0.8% |
$4.69K - $5.55K
|
6.9K
$859K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
54+ 1.22% |
$4.61K - $5.45K
|
4.5K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
52+ 0.81% |
$4.44K - $5.24K
|
6.5K
$809K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 22.52% |
$4.27K - $5.04K
|
272
$33.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 0.82% |
$4.27K - $5.04K
|
6.12K
$762K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
48+ 0.35% |
$4.1K - $4.84K
|
13.7K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
44+ 0.8% |
$3.76K - $4.44K
|
5.53K
$689K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 0.6% |
$3.67K - $4.34K
|
7.16K
$891K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
36+ 0.32% |
$3.07K - $3.63K
|
11.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 2.85% |
$2.9K - $3.43K
|
1.23K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
30+ 0.81% |
$2.56K - $3.03K
|
3.71K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
28+ 1.12% |
$2.39K - $2.82K
|
2.53K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25+ 0.64% |
$2.13K - $2.52K
|
3.91K
$487K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25+ 0.43% |
$2.13K - $2.52K
|
5.85K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24+ 0.08% |
$2.05K - $2.42K
|
28.3K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 0.05% |
$1.79K - $2.12K
|
46.1K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 0.55% |
$1.79K - $2.12K
|
3.87K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 0.82% |
$1.71K - $2.02K
|
2.45K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18New |
$1.54K - $1.82K
|
18
$2.24K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
18+ 0.76% |
$1.54K - $1.82K
|
2.39K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
17+ 0.22% |
$1.45K - $1.71K
|
7.68K
$956K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16+ 0.17% |
$1.37K - $1.61K
|
9.7K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15+ 0.61% |
$1.28K - $1.51K
|
2.47K
$308K
|