Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 1.76% |
$17K - $18.3K
|
8.02K
$991K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-147- 1.28% |
$17.3K - $18.7K
|
11.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-148- 1.48% |
$17.5K - $18.8K
|
9.88K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-157- 2.57% |
$18.5K - $19.9K
|
5.94K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.32% |
$19K - $20.5K
|
49.5K
$6.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-175- 4.05% |
$20.7K - $22.2K
|
4.15K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-180- 7.78% |
$21.2K - $22.9K
|
2.13K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-184- 1.84% |
$21.7K - $23.4K
|
9.79K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 2.68% |
$22.2K - $23.9K
|
6.82K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-198- 7.69% |
$23.4K - $25.2K
|
2.38K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-199- 4.14% |
$23.5K - $25.3K
|
4.61K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-205- 7.47% |
$24.2K - $26K
|
2.54K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-206- 1.26% |
$24.3K - $26.2K
|
16.2K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-227- 7.3% |
$26.8K - $28.8K
|
2.88K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 12.4% |
$27.5K - $29.6K
|
1.65K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 1.99% |
$29.3K - $31.5K
|
12.2K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-253- 3.22% |
$29.9K - $32.1K
|
7.59K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-256- 1.91% |
$30.2K - $32.5K
|
13.1K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 3.37% |
$31.3K - $33.7K
|
7.61K
$940K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-275- 7.74% |
$32.5K - $34.9K
|
3.28K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 11.68% |
$32.6K - $35.1K
|
2.09K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-287- 9.33% |
$33.9K - $36.5K
|
2.79K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-303- 10.91% |
$35.8K - $38.5K
|
2.47K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-315- 2.27% |
$37.2K - $40K
|
13.6K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-325- 7.94% |
$38.4K - $41.3K
|
3.77K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-345- 67.78% |
$40.7K - $43.8K
|
164
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 2.83% |
$42.5K - $45.7K
|
12.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-448- 1.48% |
$52.9K - $56.9K
|
29.8K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 2.02% |
$52.9K - $56.9K
|
21.8K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 8.23% |
$53.1K - $57.2K
|
5.02K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-522- 19.7% |
$61.6K - $66.3K
|
2.13K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-536- 10.87% |
$63.2K - $68.1K
|
4.4K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-539- 3.14% |
$63.6K - $68.5K
|
16.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-540- 6.85% |
$63.7K - $68.6K
|
7.35K
$908K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.59% |
$83.8K - $90.2K
|
43.9K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-746- 1.11% |
$88K - $94.8K
|
66.3K
$8.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-804- 5.7% |
$94.9K - $102K
|
13.3K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-868- 16.49% |
$102K - $110K
|
4.4K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-879- 3.98% |
$104K - $112K
|
21.2K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 8.4% |
$108K - $116K
|
9.97K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-942- 9.75% |
$111K - $120K
|
8.72K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-987- 4.39% |
$116K - $125K
|
21.5K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.03K- 3.66% |
$121K - $130K
|
27K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.1K- 18.42% |
$130K - $140K
|
4.87K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.23K- 3.34% |
$145K - $156K
|
35.7K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 9.46% |
$162K - $175K
|
13.2K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 5.76% |
$162K - $175K
|
22.5K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.43K- 6.25% |
$169K - $182K
|
21.5K
$2.66M
|