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
|
Mai Capital Management
|
SELL
|
- |
-515- 9.6% |
$58.3K - $65.1K
|
4.85K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-519- 9.3% |
$58.8K - $65.6K
|
5.06K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-523- 18.94% |
$59.2K - $66.1K
|
2.24K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-523- 18.75% |
$59.2K - $66.1K
|
2.27K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-543- 4.08% |
$61.5K - $68.6K
|
12.8K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 31.49% |
$61.9K - $69.1K
|
1.19K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 2.43% |
$62K - $69.2K
|
22K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 3.85% |
$65.1K - $72.7K
|
14.4K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-591- 10.83% |
$66.9K - $74.7K
|
4.86K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-620- 14.69% |
$70.2K - $78.3K
|
3.6K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-634- 4.82% |
$71.8K - $80.1K
|
12.5K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-639- 2.04% |
$72.3K - $80.7K
|
30.6K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-642- 11.27% |
$72.7K - $81.1K
|
5.05K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 7.64% |
$76.1K - $84.9K
|
8.13K
$992K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-686- 4.74% |
$77.7K - $86.7K
|
13.8K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-783- 36.71% |
$88.7K - $98.9K
|
1.35K
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-795- 9.91% |
$90K - $100K
|
7.23K
$882K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-820- 1.65% |
$92.8K - $104K
|
48.7K
$5.95M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-883- 12.7% |
$100K - $112K
|
6.07K
$741K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-902- 31.02% |
$102K - $114K
|
2.01K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-906- 2.85% |
$103K - $114K
|
30.9K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-966- 13.26% |
$109K - $122K
|
6.32K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 7.58% |
$113K - $126K
|
12.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.12K- 1.15% |
$126K - $141K
|
96.3K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 2.56% |
$127K - $142K
|
42.8K
$5.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.17K- 7.28% |
$133K - $148K
|
14.9K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.38K- 9.41% |
$157K - $175K
|
13.3K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.4K- 25.25% |
$159K - $177K
|
4.14K
$506K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 39.9% |
$161K - $180K
|
2.14K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 92.31% |
$163K - $182K
|
120
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.51K- 32.26% |
$171K - $191K
|
3.17K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.57K- 63.3% |
$177K - $198K
|
908
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.58K- 8.09% |
$179K - $200K
|
18K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 96.21% |
$187K - $208K
|
65
$7.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 16.52% |
$191K - $213K
|
8.53K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.36% |
$193K - $215K
|
48.9K
$5.97M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.78K- 16.55% |
$202K - $225K
|
8.99K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 0.12% |
$205K - $229K
|
1.49M
$181M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 50.0% |
$206K - $229K
|
1.82K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 3.0% |
$212K - $236K
|
60.3K
$7.36M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.9K- 7.23% |
$215K - $240K
|
24.4K
$2.97M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 15.87% |
$215K - $240K
|
10.1K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 16.41% |
$217K - $243K
|
9.78K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.63% |
$221K - $247K
|
51.9K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.28K- 6.45% |
$258K - $288K
|
33.1K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 9.83% |
$259K - $289K
|
21K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 1.27% |
$266K - $297K
|
183K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.41K- 44.56% |
$273K - $305K
|
3K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 15.83% |
$275K - $307K
|
12.9K
$1.58M
|