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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.37K+ 6.53% |
$691K - $767K
|
104K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 11.84% |
$1.53M - $1.7M
|
105K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
782+ 26.07% |
$84.8K - $94.1K
|
3.78K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.23K+ 1886.61% |
$458K - $509K
|
4.45K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
299+ 2.1% |
$32.4K - $36K
|
14.5K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 1.1% |
$2.71K - $3.01K
|
2.24K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
123+ 2.43% |
$13.3K - $14.8K
|
5.18K
$636K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 1.52% |
$112K - $125K
|
67K
$8.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-280- 5.43% |
$30.4K - $33.7K
|
4.87K
$598K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.79K+ 265.69% |
$628K - $697K
|
7.97K
$979K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$108 - $120
|
143
$17.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
643+ 8.68% |
$69.7K - $77.4K
|
8.05K
$988K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 3.21% |
$2.82K - $3.13K
|
835
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.13% |
$6.51K - $7.22K
|
2.76K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
700+ 33.33% |
$75.9K - $84.3K
|
2.8K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.02% |
$5.75K - $6.38K
|
5.25K
$645K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 13.4% |
$228K - $253K
|
13.6K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
21+ 0.38% |
$2.28K - $2.53K
|
5.56K
$683K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-49- 0.86% |
$5.31K - $5.9K
|
5.67K
$696K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.87K+ 97.66% |
$961K - $1.07M
|
17.9K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.27% |
$1.08K - $1.2K
|
3.68K
$451K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.11% |
$2.49K - $2.77K
|
20.7K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-415- 2.33% |
$45K - $50K
|
17.4K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-737- 28.9% |
$79.9K - $88.7K
|
1.81K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$108 - $120
|
977
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.73% |
$325 - $361
|
409
$50.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-107- 1.11% |
$11.6K - $12.9K
|
9.5K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.05KNew |
$764K - $848K
|
7.05K
$865K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$1.41K - $1.56K
|
3.45K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-262- 8.62% |
$28.4K - $31.5K
|
2.78K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
461+ 2.12% |
$50K - $55.5K
|
22.2K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-210- 4.43% |
$22.8K - $25.3K
|
4.53K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$542 - $602
|
2.26K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7.37K+ 168.01% |
$799K - $887K
|
11.8K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.52K- 18.97% |
$1.03M - $1.15M
|
40.7K
$4.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-302- 3.86% |
$32.7K - $36.4K
|
7.53K
$924K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
611+ 11.85% |
$66.3K - $73.5K
|
5.77K
$708K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.7K- 3.91% |
$1.16M - $1.28M
|
262K
$32.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 3.96% |
$10.8K - $12K
|
2.63K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
70+ 2.64% |
$7.59K - $8.43K
|
2.72K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.69K- 4.42% |
$400K - $444K
|
79.7K
$9.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 176.17% |
$3.09M - $3.43M
|
44.6K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-715- 3.84% |
$77.5K - $86.1K
|
17.9K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-377- 9.59% |
$40.9K - $45.4K
|
3.55K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
304+ 0.88% |
$33K - $36.6K
|
34.9K
$4.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
150+ 6.83% |
$16.3K - $18.1K
|
2.35K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 0.51% |
$12.5K - $13.8K
|
22.5K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-404- 7.29% |
$43.8K - $48.6K
|
5.14K
$631K
|