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 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-119- 3.36% |
$12.9K - $14.3K
|
3.42K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.82KNew |
$197K - $218K
|
1.82K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.5KNew |
$1.25M - $1.38M
|
11.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.36K- 0.62% |
$1.01M - $1.13M
|
1.49M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.24% |
$1.58M - $1.75M
|
1.16M
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.05K- 3.12% |
$222K - $247K
|
63.7K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-8- 0.18% |
$868 - $963
|
4.32K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
15+ 0.24% |
$1.63K - $1.81K
|
6.23K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 0.9% |
$3.25K - $3.61K
|
3.32K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
21.1KNew |
$2.29M - $2.54M
|
21.1K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.73K+ 11.76% |
$404K - $448K
|
35.4K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.4K- 59.25% |
$1.24M - $1.38M
|
7.87K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 1.56% |
$13.6K - $15K
|
7.9K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 5.48% |
$4.12K - $4.57K
|
732
$89.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
567+ 1.49% |
$61.5K - $68.2K
|
38.6K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 23.98% |
$10.8K - $12K
|
317
$38.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 56.46% |
$900K - $999K
|
6.4K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-60- 0.47% |
$6.51K - $7.22K
|
12.8K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-154- 1.57% |
$16.7K - $18.5K
|
9.66K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.95K+ 8.28% |
$429K - $476K
|
51.7K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40.4K- 41.56% |
$4.38M - $4.86M
|
56.8K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-55- 0.48% |
$5.96K - $6.62K
|
11.5K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-693- 0.29% |
$75.1K - $83.4K
|
234K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-8- 0.1% |
$868 - $963
|
8.1K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.44% |
$217 - $241
|
461
$56.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 12.52% |
$2.46M - $2.73M
|
158K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.22K- 2.27% |
$1M - $1.11M
|
397K
$48.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
46+ 0.6% |
$4.99K - $5.54K
|
7.66K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.66KNew |
$722K - $801K
|
6.66K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-114- 1.2% |
$12.4K - $13.7K
|
9.41K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.89K+ 8.31% |
$205K - $227K
|
24.6K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.58K+ 1.1% |
$171K - $190K
|
146K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162New |
$17.6K - $19.5K
|
162
$19.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.09% |
$434 - $481
|
4.39K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43K- 4.44% |
$264K - $293K
|
52.3K
$6.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-130- 12.24% |
$14.1K - $15.6K
|
932
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.45K- 4.2% |
$591K - $656K
|
124K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18- 0.03% |
$1.95K - $2.17K
|
64.3K
$7.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.87K+ 3.94% |
$637K - $707K
|
155K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
115+ 0.52% |
$12.5K - $13.8K
|
22.1K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
290+ 2.55% |
$31.4K - $34.9K
|
11.7K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$542K - $602K
|
5K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89- 0.38% |
$9.65K - $10.7K
|
23.5K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.37% |
$976 - $1.08K
|
2.47K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
373+ 3.2% |
$40.4K - $44.9K
|
12K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.32K- 1.57% |
$143K - $159K
|
82.9K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 35.84% |
$211K - $234K
|
3.49K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-506- 8.82% |
$54.9K - $60.9K
|
5.23K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-510- 19.88% |
$55.3K - $61.4K
|
2.06K
$252K
|