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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.08% |
$11.4K - $12.6K
|
1.96K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 2.44% |
$5.86K - $6.5K
|
2.16K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-583- 1.55% |
$63.2K - $70.2K
|
36.9K
$4.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 2.93% |
$163K - $181K
|
49.7K
$6.1M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-144- 0.83% |
$15.6K - $17.3K
|
17.1K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$37.3K - $41.4K
|
344
$42.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.4K- 5.79% |
$1.13M - $1.26M
|
170K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.58K- 5.34% |
$171K - $190K
|
28K
$3.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83+ 0.16% |
$9K - $9.99K
|
52.6K
$6.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-606- 0.73% |
$65.7K - $72.9K
|
82.4K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
653New |
$70.8K - $78.6K
|
653
$80.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.57K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-135- 0.93% |
$14.6K - $16.2K
|
14.4K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 39.58% |
$22.2K - $24.7K
|
723
$88.8K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.71% |
$4.12K - $4.57K
|
5.29K
$650K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.8% |
$7.48K - $8.31K
|
8.56K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-36- 1.85% |
$3.9K - $4.33K
|
1.91K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-230- 6.04% |
$24.9K - $27.7K
|
3.58K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.97K- 1.95% |
$214K - $237K
|
99.1K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-634- 10.59% |
$68.8K - $76.3K
|
5.36K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
26+ 0.37% |
$2.82K - $3.13K
|
6.96K
$855K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.79% |
$32K - $35.5K
|
10.3K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
459+ 2.88% |
$49.8K - $55.2K
|
16.4K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.75KNew |
$190K - $211K
|
1.75K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10+ 0.31% |
$1.08K - $1.2K
|
3.27K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-455- 8.98% |
$49.3K - $54.8K
|
4.61K
$566K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.28% |
$759 - $843
|
2.49K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.5K+ 500.0% |
$163K - $181K
|
1.8K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$108 - $120
|
20.9K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$108 - $120
|
2.07K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.71K+ 5.94% |
$511K - $567K
|
84K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47- 0.88% |
$5.1K - $5.66K
|
5.26K
$646K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
163+ 0.45% |
$17.7K - $19.6K
|
36.1K
$4.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
403+ 1.36% |
$43.7K - $48.5K
|
30K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$217 - $241
|
578
$71K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 21.52% |
$92.3K - $102K
|
4.81K
$590K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-110- 5.16% |
$11.9K - $13.2K
|
2.02K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.35% |
$3.58K - $3.97K
|
9.37K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
75+ 0.95% |
$8.13K - $9.03K
|
7.96K
$977K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-39- 0.05% |
$4.23K - $4.69K
|
77.1K
$9.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
377New |
$40.9K - $45.4K
|
377
$46.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.27K- 12.48% |
$355K - $394K
|
23K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
274+ 4.39% |
$29.7K - $33K
|
6.51K
$799K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-455- 2.62% |
$49.3K - $54.8K
|
16.9K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-239- 6.76% |
$25.9K - $28.8K
|
3.29K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.4% |
$3.58K - $3.97K
|
8.25K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.74K+ 8.18% |
$188K - $209K
|
22.9K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.38K- 5.4% |
$367K - $407K
|
59.3K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
392New |
$42.5K - $47.2K
|
392
$48.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 76.5% |
$25.2M - $28M
|
71.5K
$8.78M
|