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
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12+ 0.21% |
$1.02K - $1.21K
|
5.73K
$704K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.65% |
$1.02K - $1.21K
|
1.87K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
11+ 0.25% |
$939 - $1.11K
|
4.34K
$532K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.23% |
$854 - $1.01K
|
4.31K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.29% |
$854 - $1.01K
|
3.45K
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 80.0% |
$683 - $807
|
18
$2.21K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.26% |
$598 - $706
|
2.73K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6+ 0.05% |
$512 - $605
|
11.6K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.88% |
$427 - $504
|
573
$70.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.48% |
$427 - $504
|
1.05K
$128K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.37% |
$341 - $403
|
1.09K
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.79% |
$256 - $303
|
385
$47.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$256 - $303
|
2.44K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$171 - $202
|
1.05K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.03% |
$171 - $202
|
6.13K
$753K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2+ 0.04% |
$171 - $202
|
5.01K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$85.4 - $101
|
140
$17.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.03% |
$85.4 - $101
|
3.38K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.71% |
$85.4 - $101
|
141
$17.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.27% |
$85.4 - $101
|
378
$46.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3- 0.06% |
$256 - $303
|
5.25K
$644K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-4- 0.03% |
$341 - $403
|
12.9K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.09% |
$427 - $504
|
5.76K
$707K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-8- 0.15% |
$683 - $807
|
5.49K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9- 0.09% |
$768 - $908
|
9.66K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 0.25% |
$768 - $908
|
3.57K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$939 - $1.11K
|
3.9K
$478K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12- 0.5% |
$1.02K - $1.21K
|
2.38K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.08% |
$1.28K - $1.51K
|
19.5K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-25- 0.98% |
$2.13K - $2.52K
|
2.53K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 0.72% |
$2.56K - $3.03K
|
4.11K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-33- 0.26% |
$2.82K - $3.33K
|
12.9K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-34- 0.18% |
$2.9K - $3.43K
|
19.4K
$2.38M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-34- 15.89% |
$2.9K - $3.43K
|
180
$22.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-39- 1.59% |
$3.33K - $3.93K
|
2.42K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 5.45% |
$3.41K - $4.03K
|
694
$85.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-40- 37.04% |
$3.41K - $4.03K
|
68
$8.35K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 1.48% |
$3.76K - $4.44K
|
2.92K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-45- 0.19% |
$3.84K - $4.54K
|
23.1K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 2.51% |
$3.93K - $4.64K
|
1.79K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-55- 1.62% |
$4.69K - $5.55K
|
3.34K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-56- 0.66% |
$4.78K - $5.65K
|
8.45K
$1.04M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-58- 0.7% |
$4.95K - $5.85K
|
8.22K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69- 0.78% |
$5.89K - $6.96K
|
8.75K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-74- 3.91% |
$6.32K - $7.46K
|
1.82K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-79- 0.63% |
$6.74K - $7.97K
|
12.5K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-79- 3.04% |
$6.74K - $7.97K
|
2.52K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-86- 0.56% |
$7.34K - $8.67K
|
15.2K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-88- 0.96% |
$7.51K - $8.88K
|
9.12K
$1.12M
|