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 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.35KNew |
$379K - $423K
|
3.35K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.35% |
$2.94K - $3.29K
|
7.32K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
718+ 24.34% |
$81.3K - $90.7K
|
3.67K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 3.0% |
$212K - $236K
|
60.3K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 10.55% |
$26.7K - $29.8K
|
2.47K
$314K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 1.07% |
$21.3K - $23.8K
|
17.7K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.04K - $2.27K
|
5.47K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.51% |
$2.26K - $2.53K
|
3.86K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 16.41% |
$29.4K - $32.9K
|
1.84K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-167- 3.22% |
$18.9K - $21.1K
|
5.02K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.3K- 16.68% |
$3.09M - $3.45M
|
136K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.38K- 9.41% |
$157K - $175K
|
13.3K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 4.07% |
$793 - $885
|
165
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$2.26K - $2.53K
|
18.3K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.41K+ 18.89% |
$273K - $305K
|
15.2K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 2.31% |
$4.76K - $5.31K
|
1.78K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-233- 2.38% |
$26.4K - $29.4K
|
9.56K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.25% |
$566 - $632
|
2.03K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.51K- 2.42% |
$851K - $949K
|
303K
$38.4M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 16.41% |
$217K - $243K
|
9.78K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
977+ 33.12% |
$111K - $123K
|
3.93K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$1.59K - $1.77K
|
14
$1.78K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-30- 0.28% |
$3.4K - $3.79K
|
10.5K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$226 - $253
|
2.51K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-523- 18.75% |
$59.2K - $66.1K
|
2.27K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
470KNew |
$53.2M - $59.4M
|
470K
$59.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 97.4% |
$1.49M - $1.66M
|
351
$44.6K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-235- 0.39% |
$26.6K - $29.7K
|
59.7K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-469- 5.11% |
$53.1K - $59.3K
|
8.71K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 29.34% |
$133K - $149K
|
5.19K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-87- 0.62% |
$9.85K - $11K
|
13.9K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.68% |
$1.81K - $2.02K
|
2.33K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
517New |
$58.5K - $65.3K
|
517
$65.6K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
988+ 56.95% |
$112K - $125K
|
2.72K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
123+ 1.24% |
$13.9K - $15.5K
|
10K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.63% |
$221K - $247K
|
51.9K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-493- 1.34% |
$55.8K - $62.3K
|
36.3K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.78K- 16.55% |
$202K - $225K
|
8.99K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-198- 24.32% |
$22.4K - $25K
|
616
$78.2K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.69K+ 88.17% |
$1.1M - $1.22M
|
20.7K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.33K- 57.68% |
$1.06M - $1.18M
|
6.84K
$868K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18+ 0.48% |
$2.04K - $2.27K
|
3.79K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-145- 16.55% |
$16.4K - $18.3K
|
731
$92.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.68% |
$2.49K - $2.78K
|
3.26K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 0.36% |
$8.6K - $9.6K
|
21.3K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-82- 1.58% |
$9.28K - $10.4K
|
5.1K
$647K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
71New |
$8.04K - $8.97K
|
71
$9.01K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 1.65% |
$3.96K - $4.42K
|
2.09K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
349+ 19.01% |
$39.5K - $44.1K
|
2.19K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.17% |
$793 - $885
|
4.06K
$515K
|