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 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.09% |
$226 - $253
|
2.33K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-32.7K- 13.99% |
$3.7M - $4.13M
|
201K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327+ 11.43% |
$37K - $41.3K
|
3.19K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 109.35% |
$2.98M - $3.33M
|
50.4K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.28KNew |
$598K - $668K
|
5.28K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
514New |
$58.2K - $64.9K
|
514
$65.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 15.83% |
$275K - $307K
|
12.9K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7- 0.19% |
$793 - $885
|
3.7K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 100.92% |
$198K - $221K
|
3.49K
$447K
|
|
|
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
$26.6K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.83K- 18.97% |
$999K - $1.12M
|
37.7K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.23% |
$2.83K - $3.16K
|
11K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 7.58% |
$113K - $126K
|
12.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-160- 1.72% |
$18.1K - $20.2K
|
9.13K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-154- 2.75% |
$17.4K - $19.5K
|
5.45K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-50- 1.57% |
$5.66K - $6.32K
|
3.13K
$401K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 20.04% |
$200K - $223K
|
10.6K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.99K- 33.57% |
$452K - $505K
|
7.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-247- 42.59% |
$28K - $31.2K
|
333
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34K- 54.27% |
$3.85M - $4.29M
|
28.6K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-215- 5.09% |
$24.3K - $27.2K
|
4.01K
$514K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 39.9% |
$161K - $180K
|
2.14K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257+ 4.26% |
$29.1K - $32.5K
|
6.3K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 1.09% |
$476K - $531K
|
382K
$48.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 13.26% |
$122K - $136K
|
9.21K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
349+ 2.82% |
$39.5K - $44.1K
|
12.7K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
325+ 0.62% |
$36.8K - $41.1K
|
52.3K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-225- 10.63% |
$25.5K - $28.4K
|
1.89K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
318+ 5.51% |
$36K - $40.2K
|
6.09K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 8.78% |
$22.1K - $24.6K
|
2.03K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 45.05% |
$18.8M - $20.9M
|
202K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-639- 2.04% |
$72.3K - $80.7K
|
30.6K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.2K+ 21.43% |
$136K - $152K
|
6.8K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-906- 2.85% |
$103K - $114K
|
30.9K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.16% |
$793 - $885
|
4.4K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.4K+ 127.63% |
$1.06M - $1.19M
|
16.8K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$113 - $126
|
1
$128
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.85% |
$36.5K - $40.7K
|
8.05K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.51K- 32.26% |
$171K - $191K
|
3.17K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.17% |
$2.04K - $2.27K
|
10.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.02% |
$1.47K - $1.64K
|
64.3K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.3% |
$3.51K - $3.92K
|
10.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 4.73% |
$2.96M - $3.3M
|
527K
$67.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$453 - $505
|
11.8K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 0.83% |
$7.36K - $8.21K
|
7.8K
$999K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 0.97% |
$13.6K - $15.2K
|
12.2K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.27K- 66.22% |
$597K - $666K
|
2.69K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-112K- 6.92% |
$12.6M - $14.1M
|
1.5M
$192M
|