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 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
123+ 18.5% |
$13.9K - $15.5K
|
788
$96.2K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
123+ 1.24% |
$13.9K - $15.5K
|
10K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
120+ 0.32% |
$13.6K - $15.2K
|
37.6K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 4.55% |
$10.1K - $11.2K
|
2.05K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 4.63% |
$9.62K - $10.7K
|
1.92K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
84New |
$9.51K - $10.6K
|
84
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
77+ 148.08% |
$8.72K - $9.73K
|
129
$15.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
72+ 2.16% |
$8.15K - $9.1K
|
3.41K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
71New |
$8.04K - $8.97K
|
71
$8.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
68+ 1.07% |
$7.7K - $8.59K
|
6.43K
$785K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 3.35% |
$7.59K - $8.47K
|
2.07K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.66K - $6.32K
|
50
$6.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
37+ 0.49% |
$4.19K - $4.68K
|
7.66K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.3% |
$3.51K - $3.92K
|
10.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.23% |
$2.83K - $3.16K
|
11K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.68% |
$2.49K - $2.78K
|
3.26K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
19+ 0.44% |
$2.15K - $2.4K
|
4.37K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 1.65% |
$2.15K - $2.4K
|
1.17K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.17% |
$2.04K - $2.27K
|
10.6K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.04K - $2.27K
|
5.47K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18+ 0.48% |
$2.04K - $2.27K
|
3.79K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
17+ 0.26% |
$1.92K - $2.15K
|
6.6K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$1.92K - $2.15K
|
7K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$1.92K - $2.15K
|
17.8K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
16+ 0.29% |
$1.81K - $2.02K
|
5.58K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.83% |
$1.7K - $1.9K
|
1.82K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.59K - $1.77K
|
66.3K
$8.09M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$1.59K - $1.77K
|
14
$1.71K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.25% |
$1.47K - $1.64K
|
5.19K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.81K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.77K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.02K - $1.14K
|
9
$1.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$906 - $1.01K
|
32.1K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.16% |
$793 - $885
|
4.4K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.17% |
$793 - $885
|
4.06K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$793 - $885
|
2.49K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6+ 0.23% |
$679 - $758
|
2.61K
$319K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.03% |
$679 - $758
|
17.4K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.06% |
$679 - $758
|
9.41K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.25% |
$679 - $758
|
2.38K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.25% |
$566 - $632
|
2.03K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$566 - $632
|
2.5K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.15% |
$340 - $379
|
1.99K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$340 - $379
|
1.2K
$146K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $379
|
3.84K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$226 - $253
|
2.51K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$226 - $253
|
8.78K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.05% |
$226 - $253
|
4.4K
$537K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2+ 0.09% |
$226 - $253
|
2.15K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.09% |
$226 - $253
|
2.33K
$284K
|