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
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 5.76% |
$162K - $175K
|
22.5K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.43K- 6.25% |
$169K - $182K
|
21.5K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.45K- 12.01% |
$171K - $184K
|
10.6K
$1.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.6K- 15.9% |
$189K - $203K
|
8.46K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.64K- 21.82% |
$194K - $209K
|
5.89K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 5.2% |
$208K - $224K
|
32.1K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8K- 10.06% |
$213K - $229K
|
16.1K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.96K- 1.94% |
$232K - $250K
|
99.2K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.45K- 20.61% |
$289K - $311K
|
9.42K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.57K- 21.8% |
$303K - $326K
|
9.2K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$9.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.09K- 3.93% |
$365K - $393K
|
75.5K
$9.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 29.22% |
$469K - $505K
|
9.63K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6K- 75.25% |
$708K - $762K
|
1.97K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.69K- 14.43% |
$1.03M - $1.1M
|
51.6K
$6.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 25.84% |
$1.92M - $2.07M
|
46.8K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 81.49% |
$4.57M - $4.92M
|
8.79K
$1.1M
|