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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$4.72K - $5.08K
|
40
$5.04K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
454+ 12.0% |
$53.6K - $57.7K
|
4.24K
$534K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-148- 1.48% |
$17.5K - $18.8K
|
9.88K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-48- 0.55% |
$5.66K - $6.1K
|
8.72K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-199- 4.14% |
$23.5K - $25.3K
|
4.61K
$580K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
366New |
$43.2K - $46.5K
|
366
$46.1K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.66% |
$1.06K - $1.14K
|
1.36K
$172K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.04% |
$118 - $127
|
2.35K
$296K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 1.99% |
$29.3K - $31.5K
|
12.2K
$1.54M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-51- 1.65% |
$6.02K - $6.48K
|
3.04K
$382K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.13% |
$2.71K - $2.92K
|
17.4K
$2.19M
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-25- 0.31% |
$2.95K - $3.18K
|
7.94K
$1M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$354 - $381
|
1.2K
$151K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$472 - $508
|
4.35K
$548K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$236 - $254
|
580
$73.1K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$222K - $239K
|
1.88K
$237K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-100- 0.66% |
$11.8K - $12.7K
|
15.1K
$1.9M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.21% |
$3.66K - $3.94K
|
14.4K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 11.68% |
$32.6K - $35.1K
|
2.09K
$263K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-868- 16.49% |
$102K - $110K
|
4.4K
$554K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.7K+ 47.66% |
$319K - $343K
|
8.38K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.14% |
$1.06K - $1.14K
|
6.52K
$821K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.09K- 3.93% |
$365K - $393K
|
75.5K
$9.51M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-76- 0.74% |
$8.97K - $9.66K
|
10.2K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$9.69M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 2.02% |
$52.9K - $56.9K
|
21.8K
$2.74M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-157- 2.57% |
$18.5K - $19.9K
|
5.94K
$749K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$236 - $254
|
1.82K
$229K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 12.4% |
$27.5K - $29.6K
|
1.65K
$207K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 2.95% |
$6.61K - $7.11K
|
1.96K
$246K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6K- 75.25% |
$708K - $762K
|
1.97K
$249K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-120- 0.4% |
$14.2K - $15.2K
|
29.9K
$3.77M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.9K+ 34.84% |
$3.17M - $3.41M
|
104K
$13.1M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 1.31% |
$5.07K - $5.46K
|
3.34K
$420K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.3% |
$944 - $1.02K
|
2.64K
$332K
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.19% |
$590 - $635
|
2.66K
$335K
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$351K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 1.76% |
$17K - $18.3K
|
8.02K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.3% |
$3.3K - $3.56K
|
9.4K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$898K - $967K
|
7.61K
$959K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.3% |
$708 - $762
|
2K
$252K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$590 - $635
|
2.49K
$314K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
96+ 1.16% |
$11.3K - $12.2K
|
8.34K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.32% |
$19K - $20.5K
|
49.5K
$6.24M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-942- 9.75% |
$111K - $120K
|
8.72K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.46M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.58KNew |
$658K - $709K
|
5.58K
$703K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-143- 2.2% |
$16.9K - $18.2K
|
6.36K
$802K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.44% |
$4.48K - $4.83K
|
8.52K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
82+ 3.5% |
$9.68K - $10.4K
|
2.43K
$306K
|