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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.88% |
$1.94K - $2.41K
|
2.17K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
86+ 2.9% |
$8.77K - $10.9K
|
3.05K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-40- 4.48% |
$4.08K - $5.07K
|
853
$109K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 7.64% |
$25.4K - $31.6K
|
3.01K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $127
|
5.01K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
317+ 6.27% |
$32.3K - $40.2K
|
5.38K
$689K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$496K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-798- 13.74% |
$81.4K - $101K
|
5.01K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$510 - $634
|
2.07K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 4.07% |
$20.4K - $25.4K
|
4.72K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
328+ 5.88% |
$33.4K - $41.6K
|
5.91K
$757K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 60.35% |
$525K - $653K
|
3.38K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
194+ 5.66% |
$19.8K - $24.6K
|
3.62K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 31.03% |
$114K - $142K
|
4.72K
$604K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-139- 2.86% |
$14.2K - $17.6K
|
4.72K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 69.03% |
$166K - $206K
|
729
$93.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 30.88% |
$272K - $338K
|
5.97K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
472+ 1.1% |
$48.1K - $59.8K
|
43.2K
$5.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-134- 1.13% |
$13.7K - $17K
|
11.7K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.47K- 9.82% |
$150K - $186K
|
13.5K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-8.4K- 17.31% |
$857K - $1.07M
|
40.1K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
421+ 6.38% |
$42.9K - $53.4K
|
7.02K
$899K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 1.39% |
$135K - $168K
|
94.4K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.31% |
$3.98K - $4.94K
|
12.5K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-400- 13.0% |
$40.8K - $50.7K
|
2.68K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 1.93% |
$187K - $232K
|
93.1K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12.5KNew |
$1.28M - $1.59M
|
12.5K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-684- 0.9% |
$69.7K - $86.7K
|
75.7K
$9.7M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
112+ 4.54% |
$11.4K - $14.2K
|
2.58K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-201- 2.13% |
$20.5K - $25.5K
|
9.22K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $127
|
2.05K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $127
|
3.39K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34- 0.01% |
$3.47K - $4.31K
|
287K
$36.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.03K- 7.63% |
$105K - $131K
|
12.5K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 8.77% |
$5.3K - $6.59K
|
645
$82.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 28.82% |
$20.4K - $25.4K
|
494
$63.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.47K- 6.56% |
$252K - $313K
|
35.2K
$4.5M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.88KNew |
$439K - $490K
|
3.88K
$497K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.43K- 60.11% |
$954K - $1.06M
|
5.59K
$716K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.7KNew |
$3.37M - $3.76M
|
29.7K
$3.81M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 192.32% |
$1.91M - $2.13M
|
25.6K
$3.28M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 50.0% |
$206K - $229K
|
1.82K
$233K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 21.43% |
$849K - $948K
|
42.5K
$5.44M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.36K+ 2.51% |
$1.06M - $1.18M
|
382K
$49M
|
|