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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-932- 6.5% |
$95K - $118K
|
13.4K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.19K- 3.31% |
$224K - $278K
|
64.1K
$8.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-452- 21.04% |
$46.1K - $57.3K
|
1.7K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.63KNew |
$880K - $1.09M
|
8.63K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-240- 6.09% |
$24.5K - $30.4K
|
3.7K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.04K- 2.1% |
$208K - $259K
|
95.4K
$12.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.4% |
$447K - $556K
|
178K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.21% |
$2.04K - $2.54K
|
9.43K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.99KNew |
$203K - $252K
|
1.99K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-130- 4.75% |
$13.3K - $16.5K
|
2.61K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
529+ 28.05% |
$53.9K - $67.1K
|
2.42K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
27+ 0.65% |
$2.75K - $3.42K
|
4.17K
$529K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
541+ 1.83% |
$55.2K - $68.6K
|
30K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-165- 2.92% |
$16.8K - $20.9K
|
5.48K
$696K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
63+ 0.25% |
$6.42K - $7.99K
|
25.2K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.99K- 22.84% |
$305K - $379K
|
10.1K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-941- 5.24% |
$96K - $119K
|
17K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-351- 3.98% |
$35.8K - $44.5K
|
8.47K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
55+ 0.25% |
$5.61K - $6.97K
|
22.4K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 8.63% |
$429K - $533K
|
52.9K
$6.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.94% |
$5.1K - $6.34K
|
2.53K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-293- 1.69% |
$29.9K - $37.1K
|
17.1K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.05K- 23.76% |
$107K - $132K
|
3.35K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-138- 7.6% |
$14.1K - $17.5K
|
1.68K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.16% |
$408 - $507
|
2.5K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-564- 12.1% |
$57.5K - $71.5K
|
4.1K
$520K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-386- 6.0% |
$39.4K - $48.9K
|
6.05K
$767K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
86+ 2.9% |
$8.77K - $10.9K
|
3.05K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 7.64% |
$25.4K - $31.6K
|
3.01K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-40- 4.48% |
$4.08K - $5.07K
|
853
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.88% |
$1.94K - $2.41K
|
2.17K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $127
|
5.01K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
317+ 6.27% |
$32.3K - $40.2K
|
5.38K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
328+ 5.88% |
$33.4K - $41.6K
|
5.91K
$750K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-798- 13.74% |
$81.4K - $101K
|
5.01K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$510 - $634
|
2.07K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 4.07% |
$20.4K - $25.4K
|
4.72K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 60.35% |
$525K - $653K
|
3.38K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
194+ 5.66% |
$19.8K - $24.6K
|
3.62K
$460K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 31.03% |
$114K - $142K
|
4.72K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.47K- 9.82% |
$150K - $186K
|
13.5K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-139- 2.86% |
$14.2K - $17.6K
|
4.72K
$599K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 69.03% |
$166K - $206K
|
729
$92.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
472+ 1.1% |
$48.1K - $59.8K
|
43.2K
$5.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-134- 1.13% |
$13.7K - $17K
|
11.7K
$1.49M
|