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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.21% |
$3.66K - $3.94K
|
14.4K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.44% |
$4.48K - $4.83K
|
8.52K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-48- 0.55% |
$5.66K - $6.1K
|
8.72K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.9% |
$5.9K - $6.35K
|
2.58K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-51- 1.65% |
$6.02K - $6.48K
|
3.04K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-76- 0.74% |
$8.97K - $9.66K
|
10.2K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-84- 8.6% |
$9.91K - $10.7K
|
893
$113K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-100- 0.66% |
$11.8K - $12.7K
|
15.1K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-113- 3.45% |
$13.3K - $14.4K
|
3.16K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-120- 0.4% |
$14.2K - $15.2K
|
29.9K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-143- 2.2% |
$16.9K - $18.2K
|
6.36K
$802K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 1.76% |
$17K - $18.3K
|
8.02K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-148- 1.48% |
$17.5K - $18.8K
|
9.88K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-157- 2.57% |
$18.5K - $19.9K
|
5.94K
$749K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.32% |
$19K - $20.5K
|
49.5K
$6.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-184- 1.84% |
$21.7K - $23.4K
|
9.79K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-199- 4.14% |
$23.5K - $25.3K
|
4.61K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-205- 7.47% |
$24.2K - $26K
|
2.54K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 12.4% |
$27.5K - $29.6K
|
1.65K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 1.99% |
$29.3K - $31.5K
|
12.2K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-256- 1.91% |
$30.2K - $32.5K
|
13.1K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-275- 7.74% |
$32.5K - $34.9K
|
3.28K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 11.68% |
$32.6K - $35.1K
|
2.09K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-345- 67.78% |
$40.7K - $43.8K
|
164
$20.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 2.02% |
$52.9K - $56.9K
|
21.8K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 8.23% |
$53.1K - $57.2K
|
5.02K
$632K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.59% |
$83.8K - $90.2K
|
43.9K
$5.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-746- 1.11% |
$88K - $94.8K
|
66.3K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-804- 5.7% |
$94.9K - $102K
|
13.3K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-868- 16.49% |
$102K - $110K
|
4.4K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-879- 3.98% |
$104K - $112K
|
21.2K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-942- 9.75% |
$111K - $120K
|
8.72K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 5.76% |
$162K - $175K
|
22.5K
$2.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.6K- 15.9% |
$189K - $203K
|
8.46K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.64K- 21.82% |
$194K - $209K
|
5.89K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8K- 10.06% |
$213K - $229K
|
16.1K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.96K- 1.94% |
$232K - $250K
|
99.2K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.45K- 20.61% |
$289K - $311K
|
9.42K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.57K- 21.8% |
$303K - $326K
|
9.2K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$9.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.09K- 3.93% |
$365K - $393K
|
75.5K
$9.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6K- 75.25% |
$708K - $762K
|
1.97K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 81.49% |
$4.57M - $4.92M
|
8.79K
$1.11M
|