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 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 78.89% |
$2.88M - $3.12M
|
8.61K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$53.7K - $58.3K
|
600
$74.7K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 13.78% |
$164K - $180K
|
12K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$4.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.43KNew |
$294K - $321K
|
3.43K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$85.7 - $93.6
|
73
$9.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.12KNew |
$181K - $198K
|
2.12K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$771 - $843
|
9
$1.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-54- 1.02% |
$4.63K - $5.06K
|
5.26K
$655K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$57K - $62.3K
|
665
$82.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.35K- 88.52% |
$116K - $126K
|
175
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
14+ 4.91% |
$1.2K - $1.31K
|
299
$37.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-403- 2.46% |
$34.5K - $37.7K
|
16K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-850- 24.29% |
$72.8K - $79.6K
|
2.65K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-858- 99.54% |
$73.5K - $80.3K
|
4
$498
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$207K - $226K
|
2.42K
$301K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.68K+ 14.12% |
$144K - $158K
|
13.6K
$1.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02K+ 4.51% |
$87K - $95.1K
|
23.6K
$2.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.27% |
$600 - $655
|
2.58K
$321K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$425K - $465K
|
4.96K
$618K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$643K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$643K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.72K- 26.01% |
$147K - $161K
|
4.88K
$607K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22New |
$1.88K - $2.06K
|
22
$2.74K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 1.49% |
$171 - $187
|
132
$16.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-731- 24.79% |
$62.6K - $68.5K
|
2.22K
$276K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
271New |
$23.2K - $25.4K
|
271
$33.7K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
39+ 3.57% |
$3.18K - $3.51K
|
1.13K
$141K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$1.06K - $1.17K
|
13
$1.62K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$81.6 - $90
|
1
$125
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.3K+ 91.52% |
$3.94M - $4.34M
|
101K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-282- 16.29% |
$23K - $25.4K
|
1.45K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 6.62% |
$29.5K - $32.5K
|
5.09K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14.4K- 40.64% |
$1.18M - $1.3M
|
21.1K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
136New |
$11.1K - $12.2K
|
136
$16.9K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 6.07% |
$1.88K - $2.07K
|
356
$44.3K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.39K+ 43.06% |
$113K - $125K
|
4.62K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.96K- 96.9% |
$324K - $357K
|
127
$15.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73KNew |
$386K - $426K
|
4.73K
$589K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
731+ 5.27% |
$59.7K - $65.8K
|
14.6K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$980 - $1.08K
|
12
$1.49K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 1.08% |
$2.45K - $2.7K
|
2.75K
$342K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
865New |
$70.6K - $77.9K
|
865
$108K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-108- 12.97% |
$8.82K - $9.72K
|
725
$90.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-225- 1.81% |
$18.4K - $20.3K
|
12.2K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
12+ 0.36% |
$980 - $1.08K
|
3.31K
$412K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10New |
$816 - $900
|
10
$1.25K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 0.99% |
$1.88K - $2.07K
|
2.36K
$293K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-55- 9.52% |
$4.49K - $4.95K
|
523
$65.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-88- 97.78% |
$7.18K - $7.92K
|
2
$249
|
|