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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81.2K- 43.58% |
$9.19M - $10.3M
|
105K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 26.8% |
$7.73M - $8.63M
|
323K
$41.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 9.81% |
$1.58M - $1.77M
|
129K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
37+ 0.49% |
$4.19K - $4.68K
|
7.66K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.15% |
$340 - $379
|
1.99K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
180+ 2.66% |
$20.4K - $22.7K
|
6.96K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
84New |
$9.51K - $10.6K
|
84
$10.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
56K+ 72.82% |
$6.34M - $7.08M
|
133K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-134- 5.04% |
$15.2K - $16.9K
|
2.53K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.94K- 6.54% |
$446K - $497K
|
56.2K
$7.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
77+ 148.08% |
$8.72K - $9.73K
|
129
$16.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
8.11KNew |
$918K - $1.03M
|
8.11K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-330- 14.8% |
$37.4K - $41.7K
|
1.9K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-91- 0.74% |
$10.3K - $11.5K
|
12.1K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 3.85% |
$65.1K - $72.7K
|
14.4K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 4.96% |
$304K - $339K
|
51.4K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127- 1.49% |
$14.4K - $16K
|
8.4K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.18K+ 11.28% |
$360K - $402K
|
31.4K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-795- 9.91% |
$90K - $100K
|
7.23K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.3K- 2.94% |
$2.07M - $2.32M
|
605K
$77.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-966- 13.26% |
$109K - $122K
|
6.32K
$809K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-591- 10.83% |
$66.9K - $74.7K
|
4.86K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-106- 5.68% |
$12K - $13.4K
|
1.76K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.41K- 44.56% |
$273K - $305K
|
3K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 96.21% |
$187K - $208K
|
65
$8.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$17.4K - $19.5K
|
154
$19.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
301+ 4.17% |
$34.1K - $38K
|
7.51K
$962K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7- 0.31% |
$793 - $885
|
2.23K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-299- 6.14% |
$33.9K - $37.8K
|
4.57K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-325- 1.96% |
$36.8K - $41.1K
|
16.3K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-686- 4.74% |
$77.7K - $86.7K
|
13.8K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $379
|
3.84K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
846+ 34.6% |
$95.8K - $107K
|
3.29K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$1.92K - $2.15K
|
7K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.36% |
$193K - $215K
|
48.9K
$6.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
72+ 2.16% |
$8.15K - $9.1K
|
3.41K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-212- 9.96% |
$24K - $26.8K
|
1.92K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-373- 1.73% |
$42.2K - $47.1K
|
21.1K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.83% |
$1.7K - $1.9K
|
1.82K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 9.01% |
$35.2K - $39.3K
|
3.14K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-415- 4.96% |
$47K - $52.4K
|
7.96K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.13K+ 1532.35% |
$354K - $395K
|
3.33K
$427K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-366- 1.87% |
$41.4K - $46.2K
|
19.2K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.48K- 16.58% |
$507K - $565K
|
22.5K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 26.42% |
$1.4M - $1.56M
|
34.4K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22.2K+ 4.82% |
$2.52M - $2.81M
|
484K
$62M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-519- 9.3% |
$58.8K - $65.6K
|
5.06K
$648K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-389- 4.59% |
$44K - $49.2K
|
8.09K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
302+ 3.75% |
$34.2K - $38.2K
|
8.35K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 3.02% |
$20.2K - $22.5K
|
5.71K
$731K
|