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 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-444- 7.6% |
$37.9K - $44.8K
|
5.4K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$939 - $1.11K
|
3.9K
$494K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.79% |
$256 - $303
|
385
$48.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.83KNew |
$498K - $588K
|
5.83K
$740K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
431New |
$36.8K - $43.5K
|
431
$54.7K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$62.6K - $68K
|
700
$88.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
85New |
$7.61K - $8.25K
|
85
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-706- 2.72% |
$63.2K - $68.6K
|
25.3K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.2K- 11.28% |
$197K - $214K
|
17.3K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
460+ 14.45% |
$41.2K - $44.7K
|
3.64K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.03% |
$89.5 - $97.1
|
2.9K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.4KNew |
$1.02M - $1.11M
|
11.4K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.09KNew |
$724K - $785K
|
8.09K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.75K- 70.59% |
$514K - $558K
|
2.39K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 9.79% |
$3.4K - $3.69K
|
350
$44.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.75K- 1.39% |
$246K - $267K
|
195K
$24.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-69- 28.99% |
$6.17K - $6.7K
|
169
$21.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
350+ 15.17% |
$31.3K - $34K
|
2.66K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$3.04K - $3.3K
|
34
$4.32K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
500+ 22.79% |
$44.7K - $48.6K
|
2.69K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-240- 9.45% |
$21.5K - $23.3K
|
2.3K
$292K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 2.23% |
$4.83K - $5.24K
|
2.37K
$301K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.24K - $2.43K
|
25
$3.17K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 10.75% |
$895 - $971
|
83
$10.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$53.7K - $58.3K
|
600
$76.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-141- 3.49% |
$12.6K - $13.7K
|
3.9K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$34.9K - $37.9K
|
390
$49.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 78.89% |
$2.88M - $3.12M
|
8.61K
$1.09M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 13.78% |
$164K - $180K
|
12K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$4.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$771 - $843
|
9
$1.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.12KNew |
$181K - $198K
|
2.12K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$85.7 - $93.6
|
73
$9.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-54- 1.02% |
$4.63K - $5.06K
|
5.26K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$57K - $62.3K
|
665
$84.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-403- 2.46% |
$34.5K - $37.7K
|
16K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.35K- 88.52% |
$116K - $126K
|
175
$22.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-858- 99.54% |
$73.5K - $80.3K
|
4
$508
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$207K - $226K
|
2.42K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.68K+ 14.12% |
$144K - $158K
|
13.6K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02K+ 4.51% |
$87K - $95.1K
|
23.6K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.27% |
$600 - $655
|
2.58K
$327K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$425K - $465K
|
4.96K
$630K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$655K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$655K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22New |
$1.88K - $2.06K
|
22
$2.79K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.72K- 26.01% |
$147K - $161K
|
4.88K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 1.49% |
$171 - $187
|
132
$16.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-731- 24.79% |
$62.6K - $68.5K
|
2.22K
$282K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
271New |
$23.2K - $25.4K
|
271
$34.4K
|
|