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 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.9K+ 34.84% |
$3.17M - $3.41M
|
104K
$13.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 17.42% |
$1.73M - $1.86M
|
98.7K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.68M - $1.81M
|
14.3K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
7.79K+ 66.29% |
$919K - $990K
|
19.5K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$898K - $967K
|
7.61K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.87KNew |
$810K - $873K
|
6.87K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.58KNew |
$658K - $709K
|
5.58K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.7K+ 47.66% |
$319K - $343K
|
8.38K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 15.92% |
$289K - $311K
|
17.8K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$222K - $239K
|
1.88K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.65KNew |
$195K - $210K
|
1.65K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.5K+ 55.15% |
$177K - $191K
|
4.22K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.42K+ 0.54% |
$168K - $180K
|
264K
$33.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
663+ 23.68% |
$78.2K - $84.2K
|
3.46K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
465+ 1.33% |
$54.9K - $59.1K
|
35.3K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
454+ 12.0% |
$53.6K - $57.7K
|
4.24K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
375+ 4.66% |
$44.3K - $47.6K
|
8.42K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
366New |
$43.2K - $46.5K
|
366
$46.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
270+ 4.15% |
$31.9K - $34.3K
|
6.78K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
240+ 63.66% |
$28.3K - $30.5K
|
617
$77.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
182+ 3.73% |
$21.5K - $23.1K
|
5.06K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
143+ 2.78% |
$16.9K - $18.2K
|
5.28K
$666K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 0.4% |
$13.3K - $14.4K
|
28.2K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
96+ 1.16% |
$11.3K - $12.2K
|
8.34K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
94+ 3.5% |
$11.1K - $11.9K
|
2.78K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
91+ 2.7% |
$10.7K - $11.6K
|
3.46K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
82+ 3.5% |
$9.68K - $10.4K
|
2.43K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 2.95% |
$6.61K - $7.11K
|
1.96K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$5.07K - $5.46K
|
3.34K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$4.72K - $5.08K
|
40
$5.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.3% |
$3.3K - $3.56K
|
9.4K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.14% |
$1.06K - $1.14K
|
6.52K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$944 - $1.02K
|
2.64K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
7+ 0.13% |
$826 - $889
|
5.54K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.3% |
$708 - $762
|
2K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$590 - $635
|
2.49K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$472 - $508
|
4.35K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.04% |
$354 - $381
|
7.05K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$354 - $381
|
1.2K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$236 - $254
|
580
$73.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$236 - $254
|
1.82K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$236 - $254
|
1.7K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $127
|
15.6K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $127
|
5.01K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.04% |
$118 - $127
|
2.35K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.19% |
$590 - $635
|
2.66K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.66% |
$1.06K - $1.14K
|
1.36K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22- 0.97% |
$2.6K - $2.79K
|
2.24K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.13% |
$2.71K - $2.92K
|
17.4K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-25- 0.31% |
$2.95K - $3.18K
|
7.94K
$1M
|