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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $113
|
5.01K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2K+ 110.83% |
$204K - $225K
|
3.8K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.53% |
$15.4K - $16.9K
|
1.84K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$7.17K - $7.91K
|
70
$8.59K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.15K- 10.6% |
$117K - $129K
|
9.66K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-362- 9.59% |
$37.1K - $40.9K
|
3.41K
$419K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-346- 5.05% |
$35.4K - $39.1K
|
6.5K
$798K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 3.42% |
$7.58K - $8.36K
|
2.24K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.31KNew |
$237K - $261K
|
2.31K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 2.6% |
$40.6K - $44.7K
|
15.6K
$1.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.98K- 45.59% |
$203K - $224K
|
2.36K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
167+ 6.47% |
$17.1K - $18.9K
|
2.75K
$337K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.91K+ 15.88% |
$195K - $215K
|
13.9K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$8.6K - $9.49K
|
84
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
113KNew |
$11.6M - $12.8M
|
113K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.54% |
$1.02K - $1.13K
|
1.88K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$14.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-84- 1.36% |
$8.6K - $9.49K
|
6.1K
$749K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.09KNew |
$419K - $462K
|
4.09K
$502K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 1.35% |
$4.61K - $5.08K
|
3.3K
$405K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-120- 6.18% |
$12.3K - $13.6K
|
1.82K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 42.49% |
$81.9K - $90.4K
|
2.68K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-217- 5.7% |
$22.2K - $24.5K
|
3.59K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$614 - $678
|
6.51K
$799K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.41KNew |
$349K - $385K
|
3.41K
$419K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-203- 6.23% |
$20.8K - $22.9K
|
3.06K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-122- 1.28% |
$12.5K - $13.8K
|
9.41K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
51+ 1.63% |
$5.22K - $5.76K
|
3.18K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.92KNew |
$708K - $781K
|
6.92K
$849K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
47+ 0.4% |
$4.81K - $5.31K
|
11.8K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.38K- 5.86% |
$141K - $155K
|
22.1K
$2.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-163- 2.86% |
$16.7K - $18.4K
|
5.54K
$680K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
658New |
$64.8K - $71.8K
|
658
$80.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91KNew |
$287K - $318K
|
2.91K
$357K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.94KNew |
$486K - $539K
|
4.94K
$606K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 25.0% |
$98.5 - $109
|
5
$614
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10K+ 2.68% |
$986K - $1.09M
|
383K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60- 2.34% |
$5.91K - $6.55K
|
2.5K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 87.25% |
$25.6K - $28.4K
|
38
$4.66K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 2200.38% |
$1.14M - $1.26M
|
12.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.43KNew |
$240K - $266K
|
2.43K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 35.24% |
$473K - $525K
|
18.4K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-344- 1.22% |
$33.9K - $37.6K
|
28K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-960- 3.82% |
$94.5K - $105K
|
24.1K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.56KNew |
$154K - $170K
|
1.56K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-22- 2.71% |
$2.17K - $2.4K
|
789
$96.9K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.17KNew |
$213K - $236K
|
2.17K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
345New |
$34K - $37.7K
|
345
$42.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
168+ 1.55% |
$16.5K - $18.3K
|
11K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.49% |
$98.5 - $109
|
204
$25K
|
|