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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.07K - $2.29K
|
21
$2.58K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155Closed |
$15.3K - $16.9K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.93K- 48.15% |
$289K - $320K
|
3.16K
$387K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
431+ 10.39% |
$42.4K - $47.1K
|
4.58K
$562K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-92- 1.35% |
$9.06K - $10K
|
6.72K
$824K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-661- 10.02% |
$65.1K - $72.2K
|
5.94K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
265+ 2.31% |
$26.1K - $28.9K
|
11.7K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-186- 5.57% |
$18.3K - $20.3K
|
3.15K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3KNew |
$325K - $361K
|
3.3K
$405K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.6KNew |
$1.34M - $1.48M
|
13.6K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.17K- 6.01% |
$115K - $128K
|
18.3K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.21% |
$689 - $764
|
3.25K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-736- 7.99% |
$72.5K - $80.3K
|
8.48K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.71% |
$98.5 - $109
|
141
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.71K- 21.99% |
$266K - $295K
|
9.6K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.6K- 95.24% |
$158K - $175K
|
80
$9.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.19% |
$197 - $218
|
1.05K
$129K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$187K - $207K
|
1.9K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
157+ 1.82% |
$15.5K - $17.1K
|
8.77K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.83KNew |
$378K - $419K
|
3.83K
$471K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-525- 18.43% |
$51.7K - $57.3K
|
2.32K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
512New |
$50.4K - $55.9K
|
512
$62.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
1.83KNew |
$181K - $200K
|
1.83K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.96K- 49.58% |
$292K - $323K
|
3.01K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
90+ 3.13% |
$8.86K - $9.83K
|
2.97K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-225- 7.58% |
$22.2K - $24.6K
|
2.75K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
503New |
$49.5K - $54.9K
|
503
$61.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$98.5 - $109
|
509
$62.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.94KNew |
$191K - $212K
|
1.94K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54+ 30.0% |
$5.32K - $5.9K
|
234
$28.7K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-50- 1.23% |
$4.92K - $5.46K
|
4K
$491K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$2.86K - $3.17K
|
3.83K
$470K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.56KNew |
$816K - $964K
|
9.56K
$1.17M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
84New |
$7.17K - $8.47K
|
84
$10.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
315+ 50.16% |
$26.9K - $31.8K
|
943
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
385New |
$32.9K - $38.8K
|
385
$47.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
27.1KNew |
$2.31M - $2.73M
|
27.1K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-156- 6.35% |
$13.3K - $15.7K
|
2.3K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 3.48% |
$9.22K - $10.9K
|
3K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-175- 4.64% |
$14.9K - $17.7K
|
3.6K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
71New |
$6.06K - $7.16K
|
71
$8.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
10.6M+ 139.37% |
$905M - $1.07B
|
18.2M
$2.23B
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$249K - $294K
|
2.92K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.94KNew |
$678K - $801K
|
7.94K
$975K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
567New |
$48.4K - $57.2K
|
567
$69.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.95KNew |
$508K - $600K
|
5.95K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $220K
|
2.18K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
172New |
$14.7K - $17.3K
|
172
$21.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.97KNew |
$254K - $300K
|
2.97K
$365K
|
|