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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-47- 7.07% |
$5.95K - $6.38K
|
618
$84.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
9.25KNew |
$1.17M - $1.25M
|
9.25K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.14% |
$380 - $407
|
2.19K
$301K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-38- 0.24% |
$4.81K - $5.15K
|
16.1K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $213K
|
1.57K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
52New |
$6.59K - $7.05K
|
52
$7.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23- 14.94% |
$2.91K - $3.12K
|
131
$18K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-148- 11.67% |
$18.7K - $20.1K
|
1.12K
$154K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.06% |
$253 - $271
|
3.36K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-237- 1.26% |
$30K - $32.1K
|
18.6K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-380- 5.41% |
$48.1K - $51.5K
|
6.65K
$912K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.54K- 9.67% |
$195K - $209K
|
14.4K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2- 0.02% |
$253 - $271
|
8.35K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-971- 19.07% |
$123K - $132K
|
4.12K
$566K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.78K- 2.35% |
$226K - $242K
|
73.9K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
201+ 0.88% |
$25.5K - $27.3K
|
23.1K
$3.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.05K+ 1.89% |
$133K - $143K
|
56.6K
$7.78M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.36K- 31.9% |
$932K - $999K
|
15.7K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
229+ 26.29% |
$29K - $31.1K
|
1.1K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
50.3KNew |
$6.37M - $6.83M
|
50.3K
$6.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-139- 1.87% |
$17.6K - $18.9K
|
7.29K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
509New |
$64.5K - $69K
|
509
$69.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16- 0.57% |
$2.03K - $2.17K
|
2.81K
$386K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
301+ 2.59% |
$38.1K - $40.8K
|
11.9K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.28% |
$886 - $950
|
2.51K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.6K- 6.01% |
$709K - $759K
|
87.5K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
771+ 0.82% |
$97.6K - $105K
|
95.1K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.32% |
$253 - $271
|
619
$85K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 0.6% |
$4.18K - $4.48K
|
5.45K
$748K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 31.82% |
$886 - $950
|
15
$2.06K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
300New |
$38K - $40.7K
|
300
$41.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.53K+ 185.44% |
$447K - $478K
|
5.43K
$745K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-130- 2.42% |
$16.5K - $17.6K
|
5.25K
$720K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24- 0.17% |
$3.04K - $3.26K
|
14.5K
$1.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.51KNew |
$191K - $205K
|
1.51K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.69KNew |
$467K - $500K
|
3.69K
$507K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.55KNew |
$196K - $210K
|
1.55K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
192+ 2.95% |
$24.3K - $26K
|
6.71K
$921K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-478- 10.36% |
$60.5K - $64.8K
|
4.14K
$568K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.56KNew |
$198K - $212K
|
1.56K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-74- 4.16% |
$9.37K - $10K
|
1.71K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 1.77% |
$29.8K - $31.9K
|
13.1K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.2% |
$2.28K - $2.44K
|
9.08K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $136
|
5.4K
$741K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$2.04M - $2.19M
|
16.1K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-69- 0.49% |
$8.74K - $9.36K
|
14K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 71.15% |
$187K - $201K
|
600
$82.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
887+ 46.68% |
$112K - $120K
|
2.79K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.8K- 10.96% |
$735K - $787K
|
47.1K
$6.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 0.4% |
$1.65K - $1.76K
|
3.27K
$449K
|
|