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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-699- 19.06% |
$75.8K - $84.1K
|
2.97K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
191+ 8.93% |
$20.7K - $23K
|
2.33K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-342- 6.09% |
$37.1K - $41.2K
|
5.27K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-87- 2.58% |
$9.43K - $10.5K
|
3.29K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $120
|
1.94K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
70.8KNew |
$7.68M - $8.53M
|
70.8K
$8.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 1.69% |
$5.53K - $6.14K
|
3.08K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 1.13% |
$9.76K - $10.8K
|
7.89K
$968K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
165+ 3.99% |
$17.9K - $19.9K
|
4.3K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.2KNew |
$238K - $265K
|
2.2K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.68K- 80.82% |
$724K - $803K
|
1.58K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
237+ 2.01% |
$25.7K - $28.5K
|
12K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-292- 2.34% |
$31.7K - $35.1K
|
12.2K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 0.63% |
$8.68K - $9.63K
|
12.7K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54New |
$5.86K - $6.5K
|
54
$6.63K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
52New |
$5.64K - $6.26K
|
52
$6.38K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 7.01% |
$27.1K - $30.1K
|
3.32K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
19.3K+ 23.56% |
$2.09M - $2.32M
|
101K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.19K- 17.64% |
$346K - $384K
|
14.9K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-470- 8.45% |
$51K - $56.6K
|
5.09K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
55+ 0.85% |
$5.96K - $6.62K
|
6.51K
$799K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-270- 0.45% |
$29.3K - $32.5K
|
60.2K
$7.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 13.49% |
$204K - $227K
|
15.8K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.94K+ 1.98% |
$969K - $1.08M
|
461K
$56.6M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 14.45% |
$587K - $652K
|
42.9K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79KNew |
$194K - $215K
|
1.79K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-71.7K- 10.23% |
$7.78M - $8.63M
|
629K
$77.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-639- 21.37% |
$69.3K - $76.9K
|
2.35K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 77.27% |
$1.84K - $2.05K
|
5
$614
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-448- 3.08% |
$48.6K - $53.9K
|
14.1K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-12- 0.22% |
$1.3K - $1.44K
|
5.36K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-381- 2.4% |
$41.3K - $45.9K
|
15.5K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-155- 0.86% |
$16.8K - $18.7K
|
17.8K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-189- 4.54% |
$20.5K - $22.7K
|
3.97K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-338- 2.2% |
$36.7K - $40.7K
|
15K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
637+ 0.82% |
$69.1K - $76.7K
|
78.6K
$9.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.9K+ 448.11% |
$4.21M - $4.68M
|
47.5K
$5.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 2.29% |
$3.04K - $3.37K
|
1.19K
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-362- 6.73% |
$39.3K - $43.6K
|
5.02K
$616K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 2.42% |
$6.18K - $6.86K
|
2.3K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.38% |
$1.08K - $1.2K
|
2.63K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-585- 1.7% |
$63.4K - $70.4K
|
33.9K
$4.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-8- 0.03% |
$868 - $963
|
22.9K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-132- 1.78% |
$14.3K - $15.9K
|
7.28K
$894K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.27K- 15.54% |
$138K - $153K
|
6.89K
$846K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-364- 10.18% |
$39.5K - $43.8K
|
3.21K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 0.3% |
$3.47K - $3.85K
|
10.8K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$651 - $722
|
4.35K
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-186- 11.93% |
$20.2K - $22.4K
|
1.37K
$169K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.79KNew |
$737K - $818K
|
6.79K
$834K
|