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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-386Closed |
$37K - $41.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$4.79K - $5.33K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-540Closed |
$51.7K - $57.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-776Closed |
$74.3K - $82.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
436New |
$41.8K - $46.5K
|
436
$55.3K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-80Closed |
$7.66K - $8.53K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-17.4KClosed |
$1.67M - $1.86M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-301Closed |
$28.8K - $32.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.03K- 27.25% |
$98.6K - $110K
|
2.75K
$349K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-170- 0.54% |
$16.3K - $18.1K
|
31.1K
$3.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$334K - $372K
|
3.49K
$443K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.41% |
$192 - $213
|
486
$61.7K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
175+ 23.97% |
$16.6K - $17.8K
|
905
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.69KNew |
$255K - $274K
|
2.69K
$342K
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
4KNew |
$379K - $408K
|
4K
$508K
|
|
|
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
$90.6K
|
|
|
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
$352K
|
|
|
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
$43.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-837Closed |
$74.4K - $80K
|
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
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16.9KClosed |
$1.5M - $1.62M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.01KNew |
$534K - $574K
|
6.01K
$763K
|
|
|
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
$23.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
564New |
$50.1K - $53.9K
|
564
$71.6K
|
|
|
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
$18.7M
|
|
|
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
$48.5K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$185K - $200K
|
2.28K
$289K
|
|
|
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
$345K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$325K - $371K
|
4.5K
$571K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$1.66K - $1.89K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.22KClosed |
$377K - $430K
|
0
$0
|
|