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 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 3.48% |
$9.22K - $10.9K
|
3K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-110- 1.21% |
$9.39K - $11.1K
|
9.01K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 8.83% |
$9.9K - $11.7K
|
1.2K
$147K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-153- 1.11% |
$13.1K - $15.4K
|
13.7K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-156- 6.35% |
$13.3K - $15.7K
|
2.3K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-156- 3.04% |
$13.3K - $15.7K
|
4.98K
$611K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 7.47% |
$13.8K - $16.3K
|
2.01K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-164- 0.65% |
$14K - $16.5K
|
25.2K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-175- 4.64% |
$14.9K - $17.7K
|
3.6K
$442K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-181- 1.82% |
$15.5K - $18.3K
|
9.77K
$1.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-187- 3.14% |
$16K - $18.9K
|
5.78K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-223- 2.03% |
$19K - $22.5K
|
10.8K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-226- 1.64% |
$19.3K - $22.8K
|
13.6K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-236- 4.5% |
$20.1K - $23.8K
|
5.01K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-250- 9.02% |
$21.3K - $25.2K
|
2.52K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-253- 4.43% |
$21.6K - $25.5K
|
5.45K
$669K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-274- 2.04% |
$23.4K - $27.6K
|
13.1K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-289- 0.36% |
$24.7K - $29.1K
|
80K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-298- 1.09% |
$25.4K - $30.1K
|
27.2K
$3.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-300- 9.53% |
$25.6K - $30.3K
|
2.85K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-310- 27.83% |
$26.5K - $31.3K
|
804
$98.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-310- 12.36% |
$26.5K - $31.3K
|
2.2K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-316- 3.49% |
$27K - $31.9K
|
8.74K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-341- 5.97% |
$29.1K - $34.4K
|
5.37K
$660K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-382- 3.31% |
$32.6K - $38.5K
|
11.1K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-384- 2.43% |
$32.8K - $38.7K
|
15.4K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-389- 1.99% |
$33.2K - $39.2K
|
19.1K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-418- 14.89% |
$35.7K - $42.2K
|
2.39K
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-444- 7.6% |
$37.9K - $44.8K
|
5.4K
$663K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-473- 18.81% |
$40.4K - $47.7K
|
2.04K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-480- 2.35% |
$41K - $48.4K
|
19.9K
$2.45M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-501- 9.65% |
$42.8K - $50.5K
|
4.69K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-518- 4.04% |
$44.2K - $52.2K
|
12.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-538- 12.0% |
$45.9K - $54.3K
|
3.95K
$484K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-557- 2.58% |
$47.5K - $56.2K
|
21K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-593- 13.77% |
$50.6K - $59.8K
|
3.71K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-597- 3.74% |
$51K - $60.2K
|
15.4K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-616- 6.67% |
$52.6K - $62.1K
|
8.62K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-637- 3.47% |
$54.4K - $64.2K
|
17.7K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-674- 57.02% |
$57.5K - $68K
|
508
$62.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-870- 20.26% |
$74.3K - $87.7K
|
3.43K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-872- 1.14% |
$74.4K - $87.9K
|
75.8K
$9.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-880- 1.33% |
$75.1K - $88.8K
|
65.2K
$8.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-904- 10.74% |
$77.2K - $91.2K
|
7.51K
$922K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-916- 10.74% |
$78.2K - $92.4K
|
7.61K
$934K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-936- 7.17% |
$79.9K - $94.4K
|
12.1K
$1.49M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-946- 1.89% |
$80.8K - $95.4K
|
49.1K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-957- 4.71% |
$81.7K - $96.5K
|
19.4K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-972- 8.39% |
$83K - $98K
|
10.6K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 16.72% |
$89K - $105K
|
5.2K
$638K
|