Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
470KNew |
$53.2M - $59.4M
|
470K
$57.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 105.52% |
$12.3M - $13.7M
|
212K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81K+ 139.62% |
$9.17M - $10.2M
|
139K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 26.8% |
$7.73M - $8.63M
|
323K
$39.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
56K+ 72.82% |
$6.34M - $7.08M
|
133K
$16.2M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.7KNew |
$3.37M - $3.76M
|
29.7K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.5KNew |
$3.34M - $3.73M
|
29.5K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 109.35% |
$2.98M - $3.33M
|
50.4K
$6.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
23.8K+ 9.04% |
$2.7M - $3.01M
|
287K
$35.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22.2K+ 4.82% |
$2.52M - $2.81M
|
484K
$59M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 192.32% |
$1.91M - $2.13M
|
25.6K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 498.29% |
$1.49M - $1.66M
|
15.8K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12KNew |
$1.36M - $1.51M
|
12K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.4K+ 135.49% |
$1.29M - $1.44M
|
19.8K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.12M - $1.26M
|
9.94K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.69K+ 88.17% |
$1.1M - $1.22M
|
20.7K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.4K+ 127.63% |
$1.06M - $1.19M
|
16.8K
$2.05M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.36K+ 2.51% |
$1.06M - $1.18M
|
382K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.86K+ 13.23% |
$1M - $1.12M
|
75.9K
$9.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
8.11KNew |
$918K - $1.03M
|
8.11K
$990K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.96K+ 1176.37% |
$902K - $1.01M
|
8.64K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 21.43% |
$849K - $948K
|
42.5K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.68K+ 42.7% |
$756K - $844K
|
22.3K
$2.72M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.43KNew |
$615K - $686K
|
5.43K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.28KNew |
$598K - $668K
|
5.28K
$645K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.11K+ 4.4% |
$465K - $519K
|
97.5K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.02K+ 2.25% |
$456K - $508K
|
183K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.87K+ 22.24% |
$439K - $490K
|
21.3K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.35KNew |
$379K - $423K
|
3.35K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.04% |
$375K - $418K
|
165K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 6.44% |
$374K - $418K
|
54.6K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.27K+ 7.21% |
$370K - $413K
|
48.6K
$5.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.18K+ 11.28% |
$360K - $402K
|
31.4K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.18KNew |
$360K - $402K
|
3.18K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.13K+ 1532.35% |
$354K - $395K
|
3.33K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.92K+ 44.13% |
$331K - $369K
|
9.54K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$324K - $361K
|
2.86K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.57KNew |
$291K - $324K
|
2.57K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.47KNew |
$279K - $312K
|
2.47K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.41K+ 18.89% |
$273K - $305K
|
15.2K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.24KNew |
$253K - $283K
|
2.24K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 120.66% |
$225K - $251K
|
3.63K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89KNew |
$214K - $238K
|
1.89K
$230K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 20.04% |
$200K - $223K
|
10.6K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 100.92% |
$198K - $221K
|
3.49K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 28.82% |
$170K - $190K
|
6.7K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 33.98% |
$148K - $165K
|
5.15K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 65.23% |
$146K - $163K
|
3.26K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.25K+ 5.23% |
$141K - $158K
|
25.1K
$3.06M
|