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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 97.4% |
$1.49M - $1.66M
|
351
$45K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-235- 0.39% |
$26.6K - $29.7K
|
59.7K
$7.65M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-469- 5.11% |
$53.1K - $59.3K
|
8.71K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 29.34% |
$133K - $149K
|
5.19K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-87- 0.62% |
$9.85K - $11K
|
13.9K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.68% |
$1.81K - $2.02K
|
2.33K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
517New |
$58.5K - $65.3K
|
517
$66.2K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
988+ 56.95% |
$112K - $125K
|
2.72K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
123+ 1.24% |
$13.9K - $15.5K
|
10K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.63% |
$221K - $247K
|
51.9K
$6.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-493- 1.34% |
$55.8K - $62.3K
|
36.3K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.78K- 16.55% |
$202K - $225K
|
8.99K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-198- 24.32% |
$22.4K - $25K
|
616
$78.9K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.69K+ 88.17% |
$1.1M - $1.22M
|
20.7K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.33K- 57.68% |
$1.06M - $1.18M
|
6.84K
$876K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18+ 0.48% |
$2.04K - $2.27K
|
3.79K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-145- 16.55% |
$16.4K - $18.3K
|
731
$93.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.68% |
$2.49K - $2.78K
|
3.26K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 0.36% |
$8.6K - $9.6K
|
21.3K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-82- 1.58% |
$9.28K - $10.4K
|
5.1K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
71New |
$8.04K - $8.97K
|
71
$9.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 1.65% |
$3.96K - $4.42K
|
2.09K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
349+ 19.01% |
$39.5K - $44.1K
|
2.19K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-314- 2.08% |
$35.6K - $39.7K
|
14.8K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.92K+ 44.13% |
$331K - $369K
|
9.54K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.9K- 7.23% |
$215K - $240K
|
24.4K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 22.32% |
$8.49K - $9.48K
|
261
$33.4K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 6.74% |
$385K - $430K
|
47.1K
$6.03M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.72% |
$3.28K - $3.66K
|
3.98K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 0.79% |
$19.1K - $21.4K
|
21.7K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$14.6K - $16.3K
|
129
$16.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.43KNew |
$615K - $686K
|
5.43K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 3.31% |
$81.5K - $91K
|
22.5K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 2.02% |
$31.1K - $34.7K
|
13.3K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.39% |
$2.26K - $2.53K
|
5.08K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4- 0.31% |
$453 - $505
|
1.28K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.37K- 1.78% |
$1.06M - $1.18M
|
516K
$66.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.71K- 38.56% |
$420K - $469K
|
5.92K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-642- 11.27% |
$72.7K - $81.1K
|
5.05K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$113 - $126
|
20.9K
$2.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
203+ 2.33% |
$23K - $25.7K
|
8.93K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-523- 18.94% |
$59.2K - $66.1K
|
2.24K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53- 0.18% |
$6K - $6.7K
|
28.9K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
683+ 4.14% |
$77.3K - $86.3K
|
17.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-248- 4.82% |
$28.1K - $31.3K
|
4.9K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$340 - $379
|
1.2K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18K+ 1.34% |
$134K - $149K
|
89.3K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.28K- 6.45% |
$258K - $288K
|
33.1K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$340 - $379
|
2.24K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-136- 0.41% |
$15.4K - $17.2K
|
33K
$4.23M
|