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 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.2K+ 21.43% |
$136K - $152K
|
6.8K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18K+ 1.34% |
$134K - $149K
|
89.3K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 29.34% |
$133K - $149K
|
5.19K
$634K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 13.26% |
$122K - $136K
|
9.21K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
988+ 56.95% |
$112K - $125K
|
2.72K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
977+ 33.12% |
$111K - $123K
|
3.93K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
928+ 1.23% |
$105K - $117K
|
76.4K
$9.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
846+ 34.6% |
$95.8K - $107K
|
3.29K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
733+ 88.1% |
$83K - $92.6K
|
1.57K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 3.31% |
$81.5K - $91K
|
22.5K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
718+ 24.34% |
$81.3K - $90.7K
|
3.67K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
714+ 2.0% |
$80.8K - $90.2K
|
36.4K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
701+ 3.27% |
$79.4K - $88.6K
|
22.1K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
683+ 4.14% |
$77.3K - $86.3K
|
17.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
682+ 7.96% |
$77.2K - $86.2K
|
9.25K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
579+ 1.94% |
$65.6K - $73.2K
|
30.4K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
555+ 0.68% |
$62.8K - $70.1K
|
82.8K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
517New |
$58.5K - $65.3K
|
517
$63.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
514New |
$58.2K - $64.9K
|
514
$62.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
506+ 6.38% |
$57.3K - $63.9K
|
8.44K
$1.03M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
453+ 9.83% |
$51.3K - $57.2K
|
5.06K
$617K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
410New |
$46.4K - $51.8K
|
410
$50K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
409+ 3.11% |
$46.3K - $51.7K
|
13.5K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
349+ 2.82% |
$39.5K - $44.1K
|
12.7K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
349+ 19.01% |
$39.5K - $44.1K
|
2.19K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327+ 11.43% |
$37K - $41.3K
|
3.19K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
325+ 0.62% |
$36.8K - $41.1K
|
52.3K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
318+ 5.51% |
$36K - $40.2K
|
6.09K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
302+ 3.75% |
$34.2K - $38.2K
|
8.35K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
301+ 4.17% |
$34.1K - $38K
|
7.51K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 16.41% |
$29.4K - $32.9K
|
1.84K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257+ 4.26% |
$29.1K - $32.5K
|
6.3K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 1.73% |
$28.2K - $31.5K
|
14.7K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
237+ 16.36% |
$26.8K - $29.9K
|
1.69K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 10.55% |
$26.7K - $29.8K
|
2.47K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
232New |
$26.3K - $29.3K
|
232
$28.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
208New |
$23.5K - $26.3K
|
208
$25.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$23.4K - $26.2K
|
207
$25.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
203+ 2.33% |
$23K - $25.7K
|
8.93K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
194+ 0.65% |
$22K - $24.5K
|
30.1K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 1.07% |
$21.3K - $23.8K
|
17.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
180+ 2.66% |
$20.4K - $22.7K
|
6.96K
$849K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 0.79% |
$19.1K - $21.4K
|
21.7K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
162New |
$18.3K - $20.5K
|
162
$19.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154+ 100.0% |
$17.4K - $19.5K
|
308
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
153+ 1.97% |
$17.3K - $19.3K
|
7.92K
$967K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
150+ 1.63% |
$17K - $19K
|
9.35K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
143+ 4.28% |
$16.2K - $18.1K
|
3.49K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$14.6K - $16.3K
|
129
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
125+ 2.88% |
$14.2K - $15.8K
|
4.47K
$545K
|