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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
7.05K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$113 - $126
|
1
$122
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$113 - $126
|
1.82K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$113 - $126
|
20.9K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$340 - $379
|
2.24K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 7.32% |
$340 - $379
|
38
$4.64K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$453 - $505
|
11.8K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4- 0.31% |
$453 - $505
|
1.28K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7- 0.31% |
$793 - $885
|
2.23K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 4.07% |
$793 - $885
|
165
$20.1K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7- 0.19% |
$793 - $885
|
3.7K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-7- 0.17% |
$793 - $885
|
4.14K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.02% |
$1.47K - $1.64K
|
64.3K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 1.61% |
$1.7K - $1.9K
|
916
$112K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.45% |
$1.7K - $1.9K
|
3.28K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.68% |
$1.81K - $2.02K
|
2.33K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.39% |
$2.26K - $2.53K
|
5.08K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.51% |
$2.26K - $2.53K
|
3.86K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$2.26K - $2.53K
|
18.3K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.69% |
$2.6K - $2.91K
|
1.34K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.35% |
$2.94K - $3.29K
|
7.32K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-27- 0.78% |
$3.06K - $3.41K
|
3.43K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.72% |
$3.28K - $3.66K
|
3.98K
$486K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-30- 0.28% |
$3.4K - $3.79K
|
10.5K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 1.65% |
$3.96K - $4.42K
|
2.09K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 9.03% |
$4.76K - $5.31K
|
423
$51.6K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 2.31% |
$4.76K - $5.31K
|
1.78K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-45- 0.99% |
$5.09K - $5.69K
|
4.49K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-46- 1.65% |
$5.21K - $5.81K
|
2.74K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 0.82% |
$5.43K - $6.07K
|
5.81K
$709K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-50- 2.27% |
$5.66K - $6.32K
|
2.15K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-50- 1.57% |
$5.66K - $6.32K
|
3.13K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53- 0.18% |
$6K - $6.7K
|
28.9K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 0.83% |
$7.36K - $8.21K
|
7.8K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-67- 1.55% |
$7.59K - $8.47K
|
4.25K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-69- 0.83% |
$7.81K - $8.72K
|
8.28K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 1.33% |
$7.93K - $8.85K
|
5.21K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-70- 22.73% |
$7.93K - $8.85K
|
238
$29K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-73- 3.01% |
$8.27K - $9.22K
|
2.35K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 2.7% |
$8.49K - $9.48K
|
2.7K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 22.32% |
$8.49K - $9.48K
|
261
$31.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-75- 2.17% |
$8.49K - $9.48K
|
3.39K
$413K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 0.36% |
$8.6K - $9.6K
|
21.3K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-81- 7.71% |
$9.17K - $10.2K
|
969
$118K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-82- 1.58% |
$9.28K - $10.4K
|
5.1K
$622K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-87- 0.62% |
$9.85K - $11K
|
13.9K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-91- 0.74% |
$10.3K - $11.5K
|
12.1K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 1.99% |
$11.3K - $12.6K
|
4.92K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-103- 0.72% |
$11.7K - $13K
|
14.3K
$1.74M
|