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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
143+ 4.28% |
$16.2K - $18.1K
|
3.49K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.89K- 30.24% |
$327K - $365K
|
6.67K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 1.61% |
$1.7K - $1.9K
|
916
$116K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.31K- 2.86% |
$488K - $545K
|
146K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 498.29% |
$1.49M - $1.66M
|
15.8K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.02K - $1.14K
|
9
$1.14K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 1.65% |
$2.15K - $2.4K
|
1.17K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.16% |
$29.2K - $32.6K
|
4.74K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 1.27% |
$266K - $297K
|
183K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81K+ 139.62% |
$9.17M - $10.2M
|
139K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$793 - $885
|
2.49K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
237+ 16.36% |
$26.8K - $29.9K
|
1.69K
$214K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.24KNew |
$253K - $283K
|
2.24K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.27K+ 7.21% |
$370K - $413K
|
48.6K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-13.8K- 76.1% |
$1.57M - $1.75M
|
4.35K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.88K- 23.53% |
$553K - $617K
|
15.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-327- 2.12% |
$37K - $41.3K
|
15.1K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
555+ 0.68% |
$62.8K - $70.1K
|
82.8K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 109.35% |
$2.98M - $3.33M
|
50.4K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-131- 1.1% |
$14.8K - $16.6K
|
11.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 17.14% |
$15.3M - $17M
|
651K
$82.6M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-32.7K- 13.99% |
$3.7M - $4.13M
|
201K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.55K- 23.75% |
$854K - $953K
|
24.2K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.12M - $1.26M
|
9.94K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6+ 0.23% |
$679 - $758
|
2.61K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.09% |
$226 - $253
|
2.33K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327+ 11.43% |
$37K - $41.3K
|
3.19K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.28KNew |
$598K - $668K
|
5.28K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
514New |
$58.2K - $64.9K
|
514
$65.2K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 15.83% |
$275K - $307K
|
12.9K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7- 0.19% |
$793 - $885
|
3.7K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 100.92% |
$198K - $221K
|
3.49K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
208New |
$23.5K - $26.3K
|
208
$26.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.83K- 18.97% |
$999K - $1.12M
|
37.7K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.23% |
$2.83K - $3.16K
|
11K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 7.58% |
$113K - $126K
|
12.2K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.4K+ 135.49% |
$1.29M - $1.44M
|
19.8K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-160- 1.72% |
$18.1K - $20.2K
|
9.13K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-154- 2.75% |
$17.4K - $19.5K
|
5.45K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-50- 1.57% |
$5.66K - $6.32K
|
3.13K
$397K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 20.04% |
$200K - $223K
|
10.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 8.78% |
$22.1K - $24.6K
|
2.03K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-247- 42.59% |
$28K - $31.2K
|
333
$42.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34K- 54.27% |
$3.85M - $4.29M
|
28.6K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-215- 5.09% |
$24.3K - $27.2K
|
4.01K
$509K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 39.9% |
$161K - $180K
|
2.14K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257+ 4.26% |
$29.1K - $32.5K
|
6.3K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 1.09% |
$476K - $531K
|
382K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 13.26% |
$122K - $136K
|
9.21K
$1.17M
|