Purchases and Sales Made in Q3 2025 in Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q3 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
Nov 14, 2025 Q3 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
92K
+ 44.61%
$11.7M - $12.5M
298K $40.9M
Oct 17, 2025 Q3 2025
Hm Payson & CO

Portland, ME
BUY
 -
72.7K
+ 81.41%
$9.21M - $9.86M
162K $22.2M
Nov 19, 2025 Q3 2025
Regions Financial Corp

BUY
 -
59.2K
New
$7.5M - $8.03M
59.2K $8.13M
Oct 30, 2025 Q3 2025
Elevation Capital Advisory, LLC

Bend, OR
BUY
 -
50.3K
New
$6.37M - $6.83M
50.3K $6.91M
Nov 14, 2025 Q3 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
47.1K
+ 1459.0%
$5.97M - $6.39M
50.3K $6.91M
Nov 06, 2025 Q3 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
40K
+ 8.37%
$5.06M - $5.42M
518K $71.1M
Nov 14, 2025 Q3 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
28.7K
+ 44.05%
$3.63M - $3.89M
93.7K $12.9M
Nov 07, 2025 Q3 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
23.8K
+ 2.29%
$3.02M - $3.23M
1.06M $146M
Nov 10, 2025 Q3 2025
Vestmark Advisory Solutions, Inc.

BUY
 -
19.3K
New
$2.44M - $2.62M
19.3K $2.65M
Nov 14, 2025 Q3 2025
M&T Bank Corp

BUY
 -
18.7K
+ 3.71%
$2.37M - $2.54M
522K $71.7M
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
16.1K
New
$2.04M - $2.19M
16.1K $2.22M
Nov 14, 2025 Q3 2025
Destination Wealth Management

BUY
 -
12.4K
+ 39.55%
$1.57M - $1.68M
43.6K $5.99M
Nov 13, 2025 Q3 2025
Acorns Advisers, LLC

Irvine, CA
BUY
 -
10.2K
+ 2.38%
$1.29M - $1.38M
437K $59.9M
Nov 17, 2025 Q3 2025
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
9.43K
New
$1.19M - $1.28M
9.43K $1.29M
Nov 03, 2025 Q3 2025
Berman Mc Aleer LLC

Timonium, MD
BUY
 -
9.25K
New
$1.17M - $1.25M
9.25K $1.27M
Nov 12, 2025 Q3 2025
E Cio, Inc.

Madison, WI
BUY
 -
8.05K
+ 13.83%
$1.02M - $1.09M
66.2K $9.09M
Nov 14, 2025 Q3 2025
Nepc LLC

Boston, MA
BUY
 -
7.65K
New
$968K - $1.04M
7.65K $1.05M
Nov 14, 2025 Q3 2025
Mount Yale Investment Advisors, LLC

BUY
 -
6.43K
New
$815K - $873K
6.43K $883K
Nov 14, 2025 Q3 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.08K
+ 11.47%
$770K - $825K
59.1K $8.12M
Nov 12, 2025 Q3 2025
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
5.96K
+ 4.8%
$755K - $808K
130K $17.9M
Nov 14, 2025 Q3 2025
Hrt Financial LP

New York, NY
BUY
 -
4.99K
+ 246.37%
$632K - $677K
7.01K $963K
Nov 06, 2025 Q3 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
4.59K
New
$581K - $623K
4.59K $630K
Oct 28, 2025 Q3 2025
Wood Trust Financial Corp

BUY
 -
3.69K
New
$467K - $500K
3.69K $507K
Oct 29, 2025 Q3 2025
Global View Capital Management LLC

Waukesha, WI
BUY
 -
3.53K
+ 185.44%
$447K - $478K
5.43K $745K
Oct 15, 2025 Q3 2025
Curbstone Financial Management Corp

BUY
 -
3.47K
+ 84.31%
$439K - $471K
7.59K $1.04M
Nov 10, 2025 Q3 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.22K
New
$408K - $437K
3.22K $442K
Dec 01, 2025 Q3 2025
Investment Research Partners LLC

Lemont, PA
BUY
 -
3K
New
$380K - $407K
3K $412K
Nov 03, 2025 Q3 2025
Pilgrim Partners Asia Pte LTD

Singapore, U0
BUY
 -
2.82K
+ 41.47%
$357K - $383K
9.62K $1.32M
Oct 22, 2025 Q3 2025
Goal Vest Advisory LLC

BUY
 -
2.58K
+ 22.39%
$327K - $351K
14.1K $1.94M
Nov 12, 2025 Q3 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.33K
+ 5.03%
$295K - $316K
48.7K $6.69M
Oct 15, 2025 Q3 2025
Brookstone Capital Management

BUY
 -
2.32K
+ 7.55%
$294K - $315K
33.1K $4.54M
Nov 12, 2025 Q3 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
2.18K
New
$276K - $296K
2.18K $299K
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
2.01K
+ 4.25%
$255K - $273K
49.4K $6.78M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
1.93K
+ 6.91%
$245K - $262K
29.9K $4.11M
Nov 14, 2025 Q3 2025
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.93K
New
$244K - $262K
1.93K $265K
Nov 12, 2025 Q3 2025
Cambria Investment Management, L.P.

BUY
 -
1.9K
New
$241K - $258K
1.9K $261K
Nov 13, 2025 Q3 2025
Empowered Funds, LLC

BUY
 -
1.9K
New
$241K - $258K
1.9K $261K
Nov 14, 2025 Q3 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
1.87K
+ 1007.53%
$237K - $254K
2.06K $283K
Nov 04, 2025 Q3 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.86K
+ 91.25%
$235K - $252K
3.89K $534K
Nov 13, 2025 Q3 2025
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
1.81K
+ 5.49%
$229K - $246K
34.8K $4.78M
Oct 15, 2025 Q3 2025
Davenport & CO LLC

BUY
 -
1.77K
New
$225K - $241K
1.77K $244K
Nov 14, 2025 Q3 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.68K
+ 11.88%
$213K - $228K
15.8K $2.17M
Nov 10, 2025 Q3 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.64K
+ 6.88%
$207K - $222K
25.4K $3.49M
Nov 05, 2025 Q3 2025
Al Ti Global, Inc.

New York, NY
BUY
 -
1.59K
New
$201K - $215K
1.59K $218K
Nov 03, 2025 Q3 2025
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.57K
New
$199K - $213K
1.57K $216K
Oct 21, 2025 Q3 2025
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.57K
New
$199K - $213K
1.57K $216K
Oct 28, 2025 Q3 2025
Harbour Trust & Investment Management CO

Michigan City, IN
BUY
 -
1.56K
New
$198K - $212K
1.56K $215K
Oct 28, 2025 Q3 2025
Montis Financial, LLC

BUY
 -
1.55K
New
$196K - $210K
1.55K $213K
Oct 28, 2025 Q3 2025
Portland Financial Advisors Inc

Port Washington, NY
BUY
 -
1.51K
New
$191K - $205K
1.51K $207K

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