Latest Institutional Transactions on Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Usa Esg Select (SUSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
969+ 12.46% |
$123K - $131K
|
8.75K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20- 0.14% |
$2.53K - $2.71K
|
14.7K
$2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-346- 0.8% |
$43.8K - $46.9K
|
42.9K
$5.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.24% |
$507 - $543
|
1.69K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.77KNew |
$225K - $241K
|
1.77K
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-48- 0.99% |
$6.08K - $6.51K
|
4.82K
$653K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.62K- 36.75% |
$332K - $355K
|
4.51K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.47K- 4.2% |
$567K - $607K
|
102K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.32K+ 7.55% |
$294K - $315K
|
33.1K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60- 2.5% |
$7.6K - $8.14K
|
2.34K
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.47K+ 84.31% |
$439K - $471K
|
7.59K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-794- 4.0% |
$101K - $108K
|
19K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-103- 4.84% |
$13K - $14K
|
2.02K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.11K- 33.19% |
$267K - $286K
|
4.25K
$576K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
65+ 1.79% |
$8.23K - $8.82K
|
3.69K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $136
|
5.08K
$689K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
273+ 16.99% |
$34.6K - $37K
|
1.88K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-206- 24.15% |
$26.1K - $27.9K
|
647
$87.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.15% |
$1.14K - $1.22K
|
5.98K
$811K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 0.36% |
$1.9K - $2.03K
|
4.16K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.49KNew |
$189K - $202K
|
1.49K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-559- 10.72% |
$70.8K - $75.8K
|
4.65K
$631K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.38K
$459K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12- 0.47% |
$1.52K - $1.63K
|
2.57K
$348K
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-40- 0.32% |
$5.07K - $5.43K
|
12.5K
$1.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-554- 13.52% |
$70.2K - $75.2K
|
3.55K
$481K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
13+ 0.19% |
$1.65K - $1.76K
|
7.03K
$954K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 16.17% |
$174K - $186K
|
7.11K
$964K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.94% |
$191K - $204K
|
28.9K
$3.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
220+ 4.81% |
$27.9K - $29.8K
|
4.8K
$650K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-445- 11.3% |
$56.4K - $60.4K
|
3.49K
$474K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.5KNew |
$190K - $203K
|
1.5K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
580+ 34.9% |
$73.5K - $78.7K
|
2.24K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
65+ 3.83% |
$8.23K - $8.82K
|
1.76K
$239K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$127 - $136
|
165
$22.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$633 - $678
|
21.2K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68+ 2.01% |
$8.61K - $9.22K
|
3.46K
$469K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71- 2.98% |
$8.99K - $9.63K
|
2.31K
$313K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-6.08K- 15.13% |
$769K - $824K
|
34.1K
$4.62M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.85K- 11.35% |
$234K - $251K
|
14.4K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-62- 0.82% |
$7.85K - $8.41K
|
7.53K
$1.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.31K+ 10.5% |
$166K - $178K
|
13.8K
$1.87M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22+ 0.87% |
$2.79K - $2.98K
|
2.55K
$346K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
73+ 11.32% |
$9.24K - $9.9K
|
718
$97.4K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4- 0.03% |
$408 - $507
|
14.1K
$1.92M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.84K- 5.55% |
$290K - $360K
|
48.4K
$6.56M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.69K- 44.23% |
$275K - $341K
|
3.4K
$461K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-160- 3.17% |
$16.3K - $20.3K
|
4.89K
$664K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.5K- 37.55% |
$2.9M - $3.61M
|
47.4K
$6.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-506- 2.25% |
$51.6K - $64.1K
|
22K
$2.98M
|
|