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 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 15.87% |
$215K - $240K
|
10.1K
$1.29M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.4% |
$1.67M - $1.87M
|
30.9K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.87K+ 22.24% |
$439K - $490K
|
21.3K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 28.82% |
$170K - $190K
|
6.7K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 0.12% |
$205K - $229K
|
1.49M
$190M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.5K- 7.73% |
$10M - $11.2M
|
1.06M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$324K - $361K
|
2.86K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-515- 9.6% |
$58.3K - $65.1K
|
4.85K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
579+ 1.94% |
$65.6K - $73.2K
|
30.4K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-67- 1.55% |
$7.59K - $8.47K
|
4.25K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.7K- 1.67% |
$1.1M - $1.23M
|
573K
$73.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 6.44% |
$374K - $418K
|
54.6K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-495- 3.69% |
$56K - $62.5K
|
12.9K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
143+ 4.28% |
$16.2K - $18.1K
|
3.49K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.57KNew |
$291K - $324K
|
2.57K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-103- 0.72% |
$11.7K - $13K
|
14.3K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
123+ 18.5% |
$13.9K - $15.5K
|
788
$101K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.53K- 15.14% |
$513K - $573K
|
25.4K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 33.98% |
$148K - $165K
|
5.15K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$1.92K - $2.15K
|
17.8K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.86K+ 13.23% |
$1M - $1.12M
|
75.9K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 9.03% |
$4.76K - $5.31K
|
423
$54.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.04% |
$375K - $418K
|
165K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
682+ 7.96% |
$77.2K - $86.2K
|
9.25K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 1.61% |
$1.7K - $1.9K
|
916
$117K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.89K- 30.24% |
$327K - $365K
|
6.67K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 5.21% |
$305K - $341K
|
49.1K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
701+ 3.27% |
$79.4K - $88.6K
|
22.1K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$22.6K - $25.3K
|
200
$25.6K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 498.29% |
$1.49M - $1.66M
|
15.8K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.02K - $1.14K
|
9
$1.15K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.27K+ 7.21% |
$370K - $413K
|
48.6K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.24KNew |
$253K - $283K
|
2.24K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
153+ 1.97% |
$17.3K - $19.3K
|
7.92K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 1.65% |
$2.15K - $2.4K
|
1.17K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.16% |
$29.2K - $32.6K
|
4.74K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 1.27% |
$266K - $297K
|
183K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81K+ 139.62% |
$9.17M - $10.2M
|
139K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.31K- 2.86% |
$488K - $545K
|
146K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
237+ 16.36% |
$26.8K - $29.9K
|
1.69K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$793 - $885
|
2.49K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-327- 2.12% |
$37K - $41.3K
|
15.1K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
555+ 0.68% |
$62.8K - $70.1K
|
82.8K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-13.8K- 76.1% |
$1.57M - $1.75M
|
4.35K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-131- 1.1% |
$14.8K - $16.6K
|
11.7K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 17.14% |
$15.3M - $17M
|
651K
$83.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.88K- 23.53% |
$553K - $617K
|
15.9K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.55K- 23.75% |
$854K - $953K
|
24.2K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.12M - $1.26M
|
9.94K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6+ 0.23% |
$679 - $758
|
2.61K
$334K
|