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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-266- 0.5% |
$28.8K - $32K
|
53.4K
$6.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-335- 1.1% |
$36.3K - $40.3K
|
30.3K
$3.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.6KNew |
$1.47M - $1.63M
|
13.6K
$1.67M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-838- 9.31% |
$90.9K - $101K
|
8.17K
$1M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 1.21% |
$2.28K - $2.53K
|
1.72K
$211K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
170+ 3.55% |
$18.4K - $20.5K
|
4.95K
$608K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
3.38K+ 0.66% |
$367K - $407K
|
512K
$62.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15- 0.03% |
$1.63K - $1.81K
|
57.2K
$7.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$542 - $602
|
4.32K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-454- 3.24% |
$49.2K - $54.6K
|
13.6K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 4.94% |
$578K - $641K
|
102K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 4.21% |
$205K - $227K
|
46.8K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 1.4% |
$293K - $326K
|
190K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.66% |
$2.17K - $2.41K
|
3.07K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
577+ 32.36% |
$62.6K - $69.5K
|
2.36K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-140- 1.1% |
$15.2K - $16.9K
|
12.6K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 76.16% |
$516K - $573K
|
1.49K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
275New |
$29.8K - $33.1K
|
275
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 2.98% |
$2.71M - $3.01M
|
812K
$99.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-273- 1.84% |
$29.6K - $32.9K
|
14.5K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.14K- 6.01% |
$448K - $498K
|
64.6K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-610- 6.71% |
$66.1K - $73.4K
|
8.49K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 84.14% |
$1.78M - $1.98M
|
3.1K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
195K+ 9889.32% |
$21.2M - $23.5M
|
197K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.74KNew |
$188K - $209K
|
1.74K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.34K+ 51.75% |
$362K - $402K
|
9.79K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-662- 48.15% |
$71.8K - $79.7K
|
713
$87.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-159- 0.8% |
$17.2K - $19.1K
|
19.8K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-250- 5.29% |
$27.1K - $30.1K
|
4.48K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 0.59% |
$372K - $413K
|
582K
$71.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-57- 1.14% |
$6.18K - $6.86K
|
4.93K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6KNew |
$1.15M - $1.28M
|
10.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.02K+ 1.37% |
$545K - $605K
|
371K
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-349- 13.88% |
$37.8K - $42K
|
2.17K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 4.86% |
$184K - $204K
|
33.2K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 2.32% |
$2.82K - $3.13K
|
1.15K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.2K- 5.57% |
$3.71M - $4.11M
|
579K
$71.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 49.59% |
$2.59M - $2.87M
|
24.2K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-337- 14.63% |
$36.5K - $40.6K
|
1.97K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 30.51% |
$118K - $131K
|
2.47K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$10.8K - $12K
|
100
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.66K+ 20.91% |
$288K - $320K
|
15.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 4.48% |
$234K - $260K
|
46.1K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.76KNew |
$191K - $212K
|
1.76K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 0.37% |
$1.95K - $2.17K
|
4.8K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 140.03% |
$1.06M - $1.17M
|
16.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
141+ 1.25% |
$15.3K - $17K
|
11.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-707- 7.54% |
$76.7K - $85.1K
|
8.67K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.29% |
$3.47K - $3.85K
|
10.9K
$1.34M
|