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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.53KClosed |
$618K - $665K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
714New |
$67.6K - $72.8K
|
714
$88.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.04KClosed |
$98.6K - $106K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77KNew |
$262K - $283K
|
2.77K
$345K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15KClosed |
$109K - $117K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.14KClosed |
$203K - $219K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
344New |
$30.6K - $32.9K
|
344
$42.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16.9KClosed |
$1.5M - $1.62M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76KClosed |
$156K - $168K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-837Closed |
$74.4K - $80K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.01KNew |
$534K - $574K
|
6.01K
$748K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-410Closed |
$36.4K - $39.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-72.9KClosed |
$6.48M - $6.96M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-12.2KClosed |
$1.08M - $1.17M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
183New |
$16.3K - $17.5K
|
183
$22.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
564New |
$50.1K - $53.9K
|
564
$70.2K
|
|
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12.6KClosed |
$1.12M - $1.2M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
146K+ 9485.06% |
$13M - $13.9M
|
148K
$18.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.2KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$1.09M - $1.17M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.85KClosed |
$150K - $162K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.74KClosed |
$223K - $241K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-20Closed |
$1.63K - $1.76K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
382New |
$31.1K - $33.5K
|
382
$47.6K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$185K - $200K
|
2.28K
$284K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-238Closed |
$19.4K - $20.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84Closed |
$6.83K - $7.38K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.69KClosed |
$382K - $412K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.91KClosed |
$399K - $431K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-26Closed |
$2.11K - $2.28K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.36K+ 100.0% |
$98.2K - $112K
|
2.72K
$339K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$325K - $371K
|
4.5K
$560K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$1.66K - $1.89K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.92K+ 97.17% |
$644K - $734K
|
18.1K
$2.25M
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110Closed |
$7.94K - $9.06K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.22KClosed |
$377K - $430K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-165Closed |
$11.9K - $13.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.33KClosed |
$96.2K - $110K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.6KClosed |
$188K - $214K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-34Closed |
$2.45K - $2.8K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-201Closed |
$14.5K - $16.6K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.52KClosed |
$110K - $125K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425+ 100.0% |
$30.7K - $35K
|
850
$106K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 100.0% |
$1.3K - $1.48K
|
36
$4.48K
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
1.82K+ 100.0% |
$132K - $150K
|
3.65K
$454K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135Closed |
$9.75K - $11.1K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
330New |
$23.8K - $27.2K
|
330
$41.1K
|
|
|
Jan 25, 2021
Q4 2020
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.66KNew |
$192K - $219K
|
2.66K
$331K
|
|
|
Jan 22, 2021
Q4 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16K+ 100.0% |
$1.16M - $1.32M
|
32K
$3.98M
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
1.39K+ 100.0% |
$100K - $114K
|
2.78K
$346K
|
|