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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
843New |
$86K - $107K
|
843
$116K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 9.36% |
$17.3K - $21.5K
|
1.99K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.52KNew |
$563K - $700K
|
5.52K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 9.34% |
$4.89K - $6.08K
|
466
$64K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
294+ 6.2% |
$30K - $37.3K
|
5.04K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24.1K- 49.47% |
$2.45M - $3.05M
|
24.6K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 43.8% |
$704K - $875K
|
22.7K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.33K+ 62.78% |
$645K - $802K
|
16.4K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-94- 45.19% |
$9.59K - $11.9K
|
114
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
767+ 29.89% |
$78.2K - $97.2K
|
3.33K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 8.89% |
$408 - $507
|
41
$5.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$174K - $216K
|
1.71K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$163K - $203K
|
1.6K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 1.02% |
$10.2K - $12.7K
|
9.68K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.33KNew |
$238K - $295K
|
2.33K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.5K- 86.07% |
$1.07M - $1.33M
|
1.7K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 1.92% |
$510 - $634
|
266
$36.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-109- 3.13% |
$11.1K - $13.8K
|
3.38K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.26K- 9.9% |
$129K - $160K
|
11.5K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-779- 2.72% |
$79.4K - $98.7K
|
27.9K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-130- 1.23% |
$13.3K - $16.5K
|
10.4K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.21% |
$714 - $887
|
3.27K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
223+ 2.76% |
$22.7K - $28.3K
|
8.31K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 2.93% |
$36.7K - $45.6K
|
11.9K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.63K - $2.03K
|
13.9K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$1.53K - $1.9K
|
12.2K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 1.65% |
$10.2K - $12.7K
|
5.97K
$819K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-46.5K- 97.19% |
$4.74M - $5.89M
|
1.34K
$184K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
832New |
$84.8K - $105K
|
832
$114K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-311- 3.48% |
$31.7K - $39.4K
|
8.62K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-100- 2.67% |
$10.2K - $12.7K
|
3.65K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.91K- 27.99% |
$296K - $368K
|
7.48K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.17% |
$612 - $761
|
122
$16.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-540- 15.79% |
$55.1K - $68.4K
|
2.88K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-538- 29.19% |
$54.9K - $68.2K
|
1.31K
$179K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-77- 59.69% |
$7.85K - $9.76K
|
52
$7.14K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.43KNew |
$554K - $688K
|
5.43K
$746K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-669- 10.03% |
$68.2K - $84.8K
|
6K
$824K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-5.35K- 75.93% |
$546K - $678K
|
1.7K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
10New |
$1.02K - $1.27K
|
10
$1.37K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-155- 51.67% |
$15.8K - $19.6K
|
145
$19.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19- 1.04% |
$1.94K - $2.41K
|
1.8K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
96New |
$9.79K - $12.2K
|
96
$13.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
542+ 0.41% |
$55.3K - $68.7K
|
133K
$18.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
205+ 2.15% |
$20.9K - $26K
|
9.74K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$102 - $127
|
144
$19.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-66- 12.62% |
$6.73K - $8.37K
|
457
$62.8K
|
|