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 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 29.2% |
$280K - $312K
|
5.99K
$731K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.58K- 39.52% |
$292K - $326K
|
3.94K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 4.96% |
$304K - $339K
|
51.4K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 5.21% |
$305K - $341K
|
49.1K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.89K- 30.24% |
$327K - $365K
|
6.67K
$814K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 6.74% |
$385K - $430K
|
47.1K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.71K- 38.56% |
$420K - $469K
|
5.92K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.87K- 10.48% |
$438K - $489K
|
33.1K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.94K- 6.54% |
$446K - $497K
|
56.2K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.99K- 33.57% |
$452K - $505K
|
7.9K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 1.09% |
$476K - $531K
|
382K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.31K- 2.86% |
$488K - $545K
|
146K
$17.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.48K- 16.58% |
$507K - $565K
|
22.5K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.53K- 15.14% |
$513K - $573K
|
25.4K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.88K- 23.53% |
$553K - $617K
|
15.9K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5K- 56.31% |
$566K - $632K
|
3.88K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.21K- 9.46% |
$590K - $659K
|
49.9K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.27K- 66.22% |
$597K - $666K
|
2.69K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.52K- 5.45% |
$625K - $698K
|
95.7K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.88K- 55.78% |
$666K - $743K
|
4.66K
$569K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.58K- 42.91% |
$745K - $831K
|
8.75K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.66% |
$748K - $835K
|
997K
$122M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.51K- 2.42% |
$851K - $949K
|
303K
$36.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.55K- 23.75% |
$854K - $953K
|
24.2K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.04K- 9.29% |
$910K - $1.02M
|
78.5K
$9.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.34K- 36.77% |
$944K - $1.05M
|
14.3K
$1.75M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.43K- 60.11% |
$954K - $1.06M
|
5.59K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.83K- 18.97% |
$999K - $1.12M
|
37.7K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.07K- 8.72% |
$1.03M - $1.15M
|
94.9K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.33K- 57.68% |
$1.06M - $1.18M
|
6.84K
$835K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.37K- 1.78% |
$1.06M - $1.18M
|
516K
$63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.7K- 1.67% |
$1.1M - $1.23M
|
573K
$69.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 26.42% |
$1.4M - $1.56M
|
34.4K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 97.4% |
$1.49M - $1.66M
|
351
$42.8K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-13.8K- 76.1% |
$1.57M - $1.75M
|
4.35K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 9.81% |
$1.58M - $1.77M
|
129K
$15.7M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.4% |
$1.67M - $1.87M
|
30.9K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.3K- 2.94% |
$2.07M - $2.32M
|
605K
$73.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 4.73% |
$2.96M - $3.3M
|
527K
$64.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.3K- 16.68% |
$3.09M - $3.45M
|
136K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-32.7K- 13.99% |
$3.7M - $4.13M
|
201K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34K- 54.27% |
$3.85M - $4.29M
|
28.6K
$3.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38.5K- 74.62% |
$4.36M - $4.86M
|
13.1K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50.6K- 51.05% |
$5.73M - $6.4M
|
48.5K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.1K- 55.72% |
$7.49M - $8.36M
|
52.5K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81.2K- 43.58% |
$9.19M - $10.3M
|
105K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.5K- 7.73% |
$10M - $11.2M
|
1.06M
$129M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-112K- 6.92% |
$12.6M - $14.1M
|
1.5M
$183M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 17.14% |
$15.3M - $17M
|
651K
$79.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 45.05% |
$18.8M - $20.9M
|
202K
$24.7M
|