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 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-314- 2.08% |
$35.6K - $39.7K
|
14.8K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.92K+ 44.13% |
$331K - $369K
|
9.54K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.9K- 7.23% |
$215K - $240K
|
24.4K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
714+ 2.0% |
$80.8K - $90.2K
|
36.4K
$4.62M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 22.32% |
$8.49K - $9.48K
|
261
$33.1K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$14.6K - $16.3K
|
129
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 0.79% |
$19.1K - $21.4K
|
21.7K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.72% |
$3.28K - $3.66K
|
3.98K
$506K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 6.74% |
$385K - $430K
|
47.1K
$5.98M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.43KNew |
$615K - $686K
|
5.43K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 3.31% |
$81.5K - $91K
|
22.5K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 2.02% |
$31.1K - $34.7K
|
13.3K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.39% |
$2.26K - $2.53K
|
5.08K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-81- 7.71% |
$9.17K - $10.2K
|
969
$123K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4- 0.31% |
$453 - $505
|
1.28K
$162K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.37K- 1.78% |
$1.06M - $1.18M
|
516K
$65.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.71K- 38.56% |
$420K - $469K
|
5.92K
$751K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-642- 11.27% |
$72.7K - $81.1K
|
5.05K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$113 - $126
|
20.9K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
203+ 2.33% |
$23K - $25.7K
|
8.93K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-523- 18.94% |
$59.2K - $66.1K
|
2.24K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53- 0.18% |
$6K - $6.7K
|
28.9K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
683+ 4.14% |
$77.3K - $86.3K
|
17.2K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-248- 4.82% |
$28.1K - $31.3K
|
4.9K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$340 - $379
|
1.2K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18K+ 1.34% |
$134K - $149K
|
89.3K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.28K- 6.45% |
$258K - $288K
|
33.1K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$340 - $379
|
2.24K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-136- 0.41% |
$15.4K - $17.2K
|
33K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81.2K- 43.58% |
$9.19M - $10.3M
|
105K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 26.8% |
$7.73M - $8.63M
|
323K
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 9.81% |
$1.58M - $1.77M
|
129K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
37+ 0.49% |
$4.19K - $4.68K
|
7.66K
$972K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.15% |
$340 - $379
|
1.99K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
180+ 2.66% |
$20.4K - $22.7K
|
6.96K
$883K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
84New |
$9.51K - $10.6K
|
84
$10.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
56K+ 72.82% |
$6.34M - $7.08M
|
133K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-134- 5.04% |
$15.2K - $16.9K
|
2.53K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.94K- 6.54% |
$446K - $497K
|
56.2K
$7.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
77+ 148.08% |
$8.72K - $9.73K
|
129
$16.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
8.11KNew |
$918K - $1.03M
|
8.11K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-330- 14.8% |
$37.4K - $41.7K
|
1.9K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-91- 0.74% |
$10.3K - $11.5K
|
12.1K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 3.85% |
$65.1K - $72.7K
|
14.4K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 4.96% |
$304K - $339K
|
51.4K
$6.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127- 1.49% |
$14.4K - $16K
|
8.4K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.18K+ 11.28% |
$360K - $402K
|
31.4K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.81K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-795- 9.91% |
$90K - $100K
|
7.23K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.3K- 2.94% |
$2.07M - $2.32M
|
605K
$76.8M
|