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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-966- 13.26% |
$109K - $122K
|
6.32K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-591- 10.83% |
$66.9K - $74.7K
|
4.86K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-106- 5.68% |
$12K - $13.4K
|
1.76K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.41K- 44.56% |
$273K - $305K
|
3K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 96.21% |
$187K - $208K
|
65
$8.25K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
301+ 4.17% |
$34.1K - $38K
|
7.51K
$954K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$17.4K - $19.5K
|
154
$19.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7- 0.31% |
$793 - $885
|
2.23K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-299- 6.14% |
$33.9K - $37.8K
|
4.57K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-325- 1.96% |
$36.8K - $41.1K
|
16.3K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.59K - $1.77K
|
66.3K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-686- 4.74% |
$77.7K - $86.7K
|
13.8K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $379
|
3.84K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
846+ 34.6% |
$95.8K - $107K
|
3.29K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$1.92K - $2.15K
|
7K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
19+ 0.44% |
$2.15K - $2.4K
|
4.37K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.36% |
$193K - $215K
|
48.9K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
72+ 2.16% |
$8.15K - $9.1K
|
3.41K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-212- 9.96% |
$24K - $26.8K
|
1.92K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-373- 1.73% |
$42.2K - $47.1K
|
21.1K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.83% |
$1.7K - $1.9K
|
1.82K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 4.63% |
$9.62K - $10.7K
|
1.92K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
506+ 6.38% |
$57.3K - $63.9K
|
8.44K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.13K+ 1532.35% |
$354K - $395K
|
3.33K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.58K- 39.52% |
$292K - $326K
|
3.94K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-415- 4.96% |
$47K - $52.4K
|
7.96K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 9.01% |
$35.2K - $39.3K
|
3.14K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-366- 1.87% |
$41.4K - $46.2K
|
19.2K
$2.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.48K- 16.58% |
$507K - $565K
|
22.5K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-389- 4.59% |
$44K - $49.2K
|
8.09K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 7.32% |
$340 - $379
|
38
$4.82K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-519- 9.3% |
$58.8K - $65.6K
|
5.06K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-902- 31.02% |
$102K - $114K
|
2.01K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-69- 0.83% |
$7.81K - $8.72K
|
8.28K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22.2K+ 4.82% |
$2.52M - $2.81M
|
484K
$61.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
194+ 0.65% |
$22K - $24.5K
|
30.1K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-7- 0.17% |
$793 - $885
|
4.14K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 26.42% |
$1.4M - $1.56M
|
34.4K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 2.7% |
$8.49K - $9.48K
|
2.7K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
302+ 3.75% |
$34.2K - $38.2K
|
8.35K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 3.02% |
$20.2K - $22.5K
|
5.71K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.69% |
$2.6K - $2.91K
|
1.34K
$170K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5K- 56.31% |
$566K - $632K
|
3.88K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
7.05K
$895K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-172- 5.63% |
$19.5K - $21.7K
|
2.88K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.25% |
$679 - $758
|
2.38K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
232New |
$26.3K - $29.3K
|
232
$29.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 29.2% |
$280K - $312K
|
5.99K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 2.43% |
$62K - $69.2K
|
22K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-267- 10.13% |
$30.2K - $33.7K
|
2.37K
$301K
|