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 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$1.06K - $1.17K
|
13
$1.65K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$81.6 - $90
|
1
$127
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.3K+ 91.52% |
$3.94M - $4.34M
|
101K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-361- 6.62% |
$29.5K - $32.5K
|
5.09K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 6.07% |
$1.88K - $2.07K
|
356
$45.2K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
136New |
$11.1K - $12.2K
|
136
$17.3K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14.4K- 40.64% |
$1.18M - $1.3M
|
21.1K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.39K+ 43.06% |
$113K - $125K
|
4.62K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.96K- 96.9% |
$324K - $357K
|
127
$16.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73KNew |
$386K - $426K
|
4.73K
$600K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
731+ 5.27% |
$59.7K - $65.8K
|
14.6K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$980 - $1.08K
|
12
$1.52K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 1.08% |
$2.45K - $2.7K
|
2.75K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-108- 12.97% |
$8.82K - $9.72K
|
725
$92K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
865New |
$70.6K - $77.9K
|
865
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-225- 1.81% |
$18.4K - $20.3K
|
12.2K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
12+ 0.36% |
$980 - $1.08K
|
3.31K
$420K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10New |
$816 - $900
|
10
$1.27K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 0.99% |
$1.88K - $2.07K
|
2.36K
$299K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-55- 9.52% |
$4.49K - $4.95K
|
523
$66.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-88- 97.78% |
$7.18K - $7.92K
|
2
$254
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-100- 2.93% |
$7.58K - $8.81K
|
3.32K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
900New |
$68.2K - $79.3K
|
900
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.03% |
$75.8 - $88.1
|
3.3K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100+ 0.75% |
$7.58K - $8.81K
|
13.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-29- 1.26% |
$2.2K - $2.55K
|
2.27K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
650New |
$49.3K - $57.3K
|
650
$82.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.4% |
$1.52K - $1.76K
|
4.98K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.54K- 28.77% |
$496K - $576K
|
16.2K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$7.88K - $9.16K
|
104
$13.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 15.0% |
$455 - $529
|
46
$5.84K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.56KNew |
$194K - $226K
|
2.56K
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$1.06M - $1.24M
|
14K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $43.6K
|
495
$62.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45KNew |
$186K - $216K
|
2.45K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.73KNew |
$131K - $152K
|
1.73K
$220K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
103New |
$7.8K - $9.07K
|
103
$13.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
150+ 4.61% |
$11.4K - $13.2K
|
3.41K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$319K - $371K
|
4.21K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
508+ 7.92% |
$38.5K - $44.7K
|
6.92K
$878K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$15.2K - $17.6K
|
200
$25.4K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.06KNew |
$686K - $798K
|
9.06K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.33KNew |
$176K - $205K
|
2.33K
$296K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
248New |
$18.8K - $21.8K
|
248
$31.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-100- 50.0% |
$7.58K - $8.81K
|
100
$12.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.09K- 91.58% |
$82.4K - $95.8K
|
100
$12.7K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
100New |
$7.58K - $8.81K
|
100
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.61KNew |
$349K - $406K
|
4.61K
$585K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
32New |
$2.42K - $2.82K
|
32
$4.06K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.3KNew |
$326K - $378K
|
4.3K
$545K
|
|