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 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110Closed |
$7.94K - $9.06K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.92K+ 97.17% |
$644K - $734K
|
18.1K
$2.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-165Closed |
$11.9K - $13.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-34Closed |
$2.45K - $2.8K
|
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 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
$108K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 100.0% |
$1.3K - $1.48K
|
36
$4.57K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135Closed |
$9.75K - $11.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
1.82K+ 100.0% |
$132K - $150K
|
3.65K
$463K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
330New |
$23.8K - $27.2K
|
330
$41.9K
|
|
|
Jan 25, 2021
Q4 2020
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.66KNew |
$192K - $219K
|
2.66K
$338K
|
|
|
Jan 22, 2021
Q4 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16K+ 100.0% |
$1.16M - $1.32M
|
32K
$4.06M
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
1.39K+ 100.0% |
$100K - $114K
|
2.78K
$353K
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.5KClosed |
$108K - $124K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.56KNew |
$402K - $458K
|
5.56K
$706K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-117Closed |
$7.85K - $9.18K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-158Closed |
$10.6K - $12.4K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.83KClosed |
$190K - $222K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.86KClosed |
$125K - $146K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-368Closed |
$19.3K - $25.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-667Closed |
$35K - $46K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.07KClosed |
$213K - $281K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24Closed |
$1.26K - $1.66K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$623K - $819K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-44Closed |
$2.31K - $3.04K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-195Closed |
$10.2K - $13.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.07K- 88.48% |
$98.2K - $146K
|
269
$34.1K
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.04KClosed |
$96.8K - $144K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$23.8K - $35.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-210Closed |
$9.98K - $14.9K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-772Closed |
$36.7K - $54.7K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-166Closed |
$7.89K - $11.8K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-476Closed |
$22.6K - $33.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.83KClosed |
$109K - $123K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.49KClosed |
$148K - $168K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-964Closed |
$57.5K - $64.8K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.28KClosed |
$255K - $288K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-443Closed |
$26.4K - $29.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$11.9K - $13.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-425Closed |
$26K - $26.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-52Closed |
$3.18K - $3.25K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.76KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.69KClosed |
N/A
|
0
$0
|
|