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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.22K- 6.54% |
$458K - $508K
|
60.2K
$7.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-44- 0.37% |
$4.77K - $5.3K
|
11.9K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-88- 2.55% |
$9.54K - $10.6K
|
3.37K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
915+ 3.98% |
$99.2K - $110K
|
23.9K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$184K - $204K
|
1.7K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
51+ 0.86% |
$5.53K - $6.14K
|
5.97K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
52+ 1.57% |
$5.64K - $6.26K
|
3.36K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-402- 17.46% |
$43.6K - $48.4K
|
1.9K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 4.05% |
$46.1K - $51.2K
|
10.1K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-759- 11.45% |
$82.3K - $91.4K
|
5.87K
$720K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
125+ 0.82% |
$13.6K - $15K
|
15.4K
$1.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-764- 0.88% |
$82.8K - $92K
|
85.8K
$10.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-405- 2.94% |
$43.9K - $48.7K
|
13.4K
$1.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$434 - $481
|
6.66K
$817K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-435- 4.05% |
$44.5K - $49.1K
|
10.3K
$1.27M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-619- 2.04% |
$63.4K - $69.9K
|
29.8K
$3.66M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
190+ 69.09% |
$19.5K - $21.5K
|
465
$57.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-83- 2.19% |
$8.5K - $9.38K
|
3.71K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-726- 9.26% |
$74.3K - $82K
|
7.12K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-68- 1.02% |
$6.96K - $7.68K
|
6.59K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.5K+ 9.09% |
$256K - $282K
|
30K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 3900.0% |
$3.99K - $4.41K
|
40
$4.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31New |
$3.17K - $3.5K
|
31
$3.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.9K- 77.22% |
$2.45M - $2.7M
|
7.05K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.4K- 15.74% |
$1.06M - $1.17M
|
55.5K
$6.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 15.13% |
$466K - $514K
|
34.6K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-285- 10.09% |
$29.2K - $32.2K
|
2.54K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-35- 0.36% |
$3.58K - $3.95K
|
9.61K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 3.53% |
$20.5K - $22.6K
|
5.47K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.28K+ 1.61% |
$745K - $822K
|
459K
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-564- 91.41% |
$57.8K - $63.7K
|
53
$6.51K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
142+ 2.63% |
$14.5K - $16K
|
5.53K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.03K- 48.64% |
$310K - $342K
|
3.2K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 36.82% |
$338K - $373K
|
12.3K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 3.82% |
$138K - $152K
|
33.8K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
85+ 4.58% |
$8.7K - $9.6K
|
1.94K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5.24K- 98.42% |
$537K - $592K
|
84
$10.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-600- 12.24% |
$61.4K - $67.8K
|
4.3K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-5- 0.14% |
$512 - $565
|
3.65K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8KNew |
$184K - $203K
|
1.8K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36- 3.94% |
$3.69K - $4.07K
|
877
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.5KNew |
$3.64M - $4.01M
|
35.5K
$4.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.2K- 18.15% |
$123K - $136K
|
5.41K
$664K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-94- 6.95% |
$9.63K - $10.6K
|
1.26K
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8- 0.95% |
$819 - $904
|
830
$102K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-212- 1.67% |
$21.7K - $24K
|
12.5K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-514- 14.28% |
$52.6K - $58.1K
|
3.09K
$379K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$30.7K - $33.9K
|
300
$36.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.88K- 49.36% |
$193K - $213K
|
1.93K
$237K
|
|