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 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-70- 22.73% |
$7.93K - $8.85K
|
238
$30.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 92.31% |
$163K - $182K
|
120
$15.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 7.64% |
$76.1K - $84.9K
|
8.13K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
733+ 88.1% |
$83K - $92.6K
|
1.57K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-168- 19.67% |
$19K - $21.2K
|
686
$87.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.66K - $6.32K
|
50
$6.41K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-122- 3.15% |
$13.8K - $15.4K
|
3.75K
$480K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.04K- 9.29% |
$910K - $1.02M
|
78.5K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.87K- 10.48% |
$438K - $489K
|
33.1K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
162New |
$18.3K - $20.5K
|
162
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.44% |
$22.6K - $25.3K
|
4.3K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.12K- 1.15% |
$126K - $141K
|
96.3K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-317- 9.75% |
$35.9K - $40.1K
|
2.93K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
125+ 2.88% |
$14.2K - $15.8K
|
4.47K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-883- 12.7% |
$100K - $112K
|
6.07K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 9.83% |
$259K - $289K
|
21K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 105.52% |
$12.3M - $13.7M
|
212K
$27.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.66% |
$748K - $835K
|
997K
$128M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-783- 36.71% |
$88.7K - $98.9K
|
1.35K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-239- 8.43% |
$27.1K - $30.2K
|
2.6K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 1.73% |
$28.2K - $31.5K
|
14.7K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 31.49% |
$61.9K - $69.1K
|
1.19K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.77K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.21K- 9.46% |
$590K - $659K
|
49.9K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.35KNew |
$379K - $423K
|
3.35K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.35% |
$2.94K - $3.29K
|
7.32K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
718+ 24.34% |
$81.3K - $90.7K
|
3.67K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 10.55% |
$26.7K - $29.8K
|
2.47K
$317K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 1.07% |
$21.3K - $23.8K
|
17.7K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.04K - $2.27K
|
5.47K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.51% |
$2.26K - $2.53K
|
3.86K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 16.41% |
$29.4K - $32.9K
|
1.84K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-167- 3.22% |
$18.9K - $21.1K
|
5.02K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.38K- 9.41% |
$157K - $175K
|
13.3K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 4.07% |
$793 - $885
|
165
$21.1K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$2.26K - $2.53K
|
18.3K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.41K+ 18.89% |
$273K - $305K
|
15.2K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 3.0% |
$212K - $236K
|
60.3K
$7.73M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-233- 2.38% |
$26.4K - $29.4K
|
9.56K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 2.31% |
$4.76K - $5.31K
|
1.78K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.25% |
$566 - $632
|
2.03K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.51K- 2.42% |
$851K - $949K
|
303K
$38.8M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 16.41% |
$217K - $243K
|
9.78K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
977+ 33.12% |
$111K - $123K
|
3.93K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$1.59K - $1.77K
|
14
$1.79K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$226 - $253
|
2.51K
$321K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-30- 0.28% |
$3.4K - $3.79K
|
10.5K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-523- 18.75% |
$59.2K - $66.1K
|
2.27K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
470KNew |
$53.2M - $59.4M
|
470K
$60.2M
|