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 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-400- 13.0% |
$40.8K - $50.7K
|
2.68K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 1.93% |
$187K - $232K
|
93.1K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12.5KNew |
$1.28M - $1.59M
|
12.5K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-684- 0.9% |
$69.7K - $86.7K
|
75.7K
$9.61M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
112+ 4.54% |
$11.4K - $14.2K
|
2.58K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-201- 2.13% |
$20.5K - $25.5K
|
9.22K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $127
|
2.05K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $127
|
3.39K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34- 0.01% |
$3.47K - $4.31K
|
287K
$36.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.03K- 7.63% |
$105K - $131K
|
12.5K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 8.77% |
$5.3K - $6.59K
|
645
$81.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 28.82% |
$20.4K - $25.4K
|
494
$62.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.47K- 6.56% |
$252K - $313K
|
35.2K
$4.46M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.88KNew |
$439K - $490K
|
3.88K
$492K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.43K- 60.11% |
$954K - $1.06M
|
5.59K
$710K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.7KNew |
$3.37M - $3.76M
|
29.7K
$3.77M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 192.32% |
$1.91M - $2.13M
|
25.6K
$3.25M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 50.0% |
$206K - $229K
|
1.82K
$231K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.36K+ 2.51% |
$1.06M - $1.18M
|
382K
$48.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 21.43% |
$849K - $948K
|
42.5K
$5.39M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 15.87% |
$215K - $240K
|
10.1K
$1.28M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.4% |
$1.67M - $1.87M
|
30.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.04% |
$375K - $418K
|
165K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.5K- 7.73% |
$10M - $11.2M
|
1.06M
$134M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$324K - $361K
|
2.86K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-515- 9.6% |
$58.3K - $65.1K
|
4.85K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
579+ 1.94% |
$65.6K - $73.2K
|
30.4K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-67- 1.55% |
$7.59K - $8.47K
|
4.25K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.7K- 1.67% |
$1.1M - $1.23M
|
573K
$72.7M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 9.03% |
$4.76K - $5.31K
|
423
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 0.12% |
$205K - $229K
|
1.49M
$189M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 28.82% |
$170K - $190K
|
6.7K
$851K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 6.44% |
$374K - $418K
|
54.6K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-495- 3.69% |
$56K - $62.5K
|
12.9K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.86K+ 13.23% |
$1M - $1.12M
|
75.9K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$1.92K - $2.15K
|
17.8K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.53K- 15.14% |
$513K - $573K
|
25.4K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
123+ 18.5% |
$13.9K - $15.5K
|
788
$100K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-103- 0.72% |
$11.7K - $13K
|
14.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.87K+ 22.24% |
$439K - $490K
|
21.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.57KNew |
$291K - $324K
|
2.57K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
682+ 7.96% |
$77.2K - $86.2K
|
9.25K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
153+ 1.97% |
$17.3K - $19.3K
|
7.92K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$22.6K - $25.3K
|
200
$25.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 5.21% |
$305K - $341K
|
49.1K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
701+ 3.27% |
$79.4K - $88.6K
|
22.1K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 33.98% |
$148K - $165K
|
5.15K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
143+ 4.28% |
$16.2K - $18.1K
|
3.49K
$442K
|
|