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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
349+ 2.82% |
$39.5K - $44.1K
|
12.7K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
325+ 0.62% |
$36.8K - $41.1K
|
52.3K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-225- 10.63% |
$25.5K - $28.4K
|
1.89K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
318+ 5.51% |
$36K - $40.2K
|
6.09K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.99K- 33.57% |
$452K - $505K
|
7.9K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 45.05% |
$18.8M - $20.9M
|
202K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-639- 2.04% |
$72.3K - $80.7K
|
30.6K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$453 - $505
|
11.8K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.2K+ 21.43% |
$136K - $152K
|
6.8K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-906- 2.85% |
$103K - $114K
|
30.9K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.16% |
$793 - $885
|
4.4K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.4K+ 127.63% |
$1.06M - $1.19M
|
16.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$113 - $126
|
1
$127
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.85% |
$36.5K - $40.7K
|
8.05K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.51K- 32.26% |
$171K - $191K
|
3.17K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.17% |
$2.04K - $2.27K
|
10.6K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13- 0.02% |
$1.47K - $1.64K
|
64.3K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.3% |
$3.51K - $3.92K
|
10.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 4.73% |
$2.96M - $3.3M
|
527K
$66.8M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.25% |
$1.47K - $1.64K
|
5.19K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 0.83% |
$7.36K - $8.21K
|
7.8K
$990K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 0.97% |
$13.6K - $15.2K
|
12.2K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.27K- 66.22% |
$597K - $666K
|
2.69K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-112K- 6.92% |
$12.6M - $14.1M
|
1.5M
$190M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-70- 22.73% |
$7.93K - $8.85K
|
238
$30.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 92.31% |
$163K - $182K
|
120
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 7.64% |
$76.1K - $84.9K
|
8.13K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
733+ 88.1% |
$83K - $92.6K
|
1.57K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-168- 19.67% |
$19K - $21.2K
|
686
$87.1K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.44% |
$22.6K - $25.3K
|
4.3K
$546K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.66K - $6.32K
|
50
$6.35K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-122- 3.15% |
$13.8K - $15.4K
|
3.75K
$476K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.04K- 9.29% |
$910K - $1.02M
|
78.5K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-45- 0.99% |
$5.09K - $5.69K
|
4.49K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.87K- 10.48% |
$438K - $489K
|
33.1K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
162New |
$18.3K - $20.5K
|
162
$20.6K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.12K- 1.15% |
$126K - $141K
|
96.3K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-317- 9.75% |
$35.9K - $40.1K
|
2.93K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
125+ 2.88% |
$14.2K - $15.8K
|
4.47K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-883- 12.7% |
$100K - $112K
|
6.07K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 9.83% |
$259K - $289K
|
21K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 105.52% |
$12.3M - $13.7M
|
212K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.66% |
$748K - $835K
|
997K
$127M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-783- 36.71% |
$88.7K - $98.9K
|
1.35K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-239- 8.43% |
$27.1K - $30.2K
|
2.6K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 31.49% |
$61.9K - $69.1K
|
1.19K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.77K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.21K- 9.46% |
$590K - $659K
|
49.9K
$6.33M
|