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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
180+ 8.87% |
$14.1K - $17.6K
|
2.21K
$271K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.61KClosed |
$282K - $354K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$859 - $1.08K
|
11
$1.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
30+ 25.86% |
$2.34K - $2.94K
|
146
$17.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
526New |
$41.1K - $51.5K
|
526
$64.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.94KClosed |
$151K - $190K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.34KClosed |
$261K - $327K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-401- 5.37% |
$31.3K - $39.3K
|
7.07K
$868K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.76KNew |
$294K - $369K
|
3.76K
$462K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.3KClosed |
$1.12M - $1.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.6% |
$6.25K - $7.84K
|
3K
$369K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
260New |
$20.3K - $25.5K
|
260
$31.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55New |
$4.3K - $5.39K
|
55
$6.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.13KClosed |
$322K - $404K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.71KClosed |
$212K - $266K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.58K+ 18.46% |
$280K - $351K
|
23K
$2.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
318New |
$24.8K - $31.2K
|
318
$39K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
166New |
$13K - $16.3K
|
166
$20.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.25% |
$78.1 - $98
|
403
$49.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.2K+ 29.56% |
$873K - $1.1M
|
49K
$6.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-42- 0.89% |
$3.28K - $4.12K
|
4.66K
$572K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-4.42KClosed |
$345K - $433K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-249- 2.49% |
$19.4K - $24.4K
|
9.73K
$1.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-48Closed |
$3.75K - $4.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.46KClosed |
$192K - $241K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.93KClosed |
$229K - $287K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.32K- 35.14% |
$494K - $619K
|
11.7K
$1.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-18.2K- 33.54% |
$1.42M - $1.78M
|
36K
$4.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.61KClosed |
$204K - $255K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
129+ 5.34% |
$10.1K - $12.6K
|
2.55K
$313K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.24KClosed |
$96.9K - $122K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
403New |
$31.5K - $39.5K
|
403
$49.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.37KClosed |
$185K - $232K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.04% |
$78.1 - $98
|
2.74K
$336K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
632New |
$49.4K - $61.9K
|
632
$77.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.16% |
$391 - $490
|
3.1K
$380K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
182+ 5.2% |
$14.2K - $17.8K
|
3.68K
$452K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.59KClosed |
$202K - $254K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-11.5KClosed |
$897K - $1.13M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.16KClosed |
$169K - $212K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.27KClosed |
$334K - $419K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
$185K - $232K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
52New |
$4.06K - $5.09K
|
52
$6.38K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-134- 4.99% |
$10.5K - $13.1K
|
2.55K
$314K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102Closed |
$7.97K - $9.99K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.83KClosed |
$221K - $277K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-127KClosed |
$9.94M - $12.5M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2Closed |
$179 - $213
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.55KClosed |
$318K - $378K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11Closed |
$984 - $1.17K
|
0
$0
|
|