Latest Institutional Purchases of Ishares Tr Msci Usa Esg Select (SUSA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Usa Esg Select (SUSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 67.45% |
$12.6M - $15.6M
|
306K
$39.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
67.1K+ 48.28% |
$6.85M - $8.51M
|
206K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.6K+ 20.29% |
$6.69M - $8.31M
|
389K
$50.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
44.2K+ 11.56% |
$4.5M - $5.6M
|
426K
$55.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.7K+ 4.28% |
$4.36M - $5.42M
|
1.04M
$135M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.3K+ 24.85% |
$3.7M - $4.6M
|
183K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$3.06M - $3.8M
|
30K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
28.4K+ 95.66% |
$2.9M - $3.61M
|
58.2K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 2.66% |
$1.55M - $1.93M
|
588K
$76.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 25.49% |
$1.35M - $1.68M
|
65.1K
$8.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12.5KNew |
$1.28M - $1.59M
|
12.5K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 14.76% |
$1.18M - $1.47M
|
90.1K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
8.69KNew |
$886K - $1.1M
|
8.69K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.63KNew |
$880K - $1.09M
|
8.63K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 4.92% |
$830K - $1.03M
|
174K
$22.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.08K+ 36.74% |
$823K - $1.02M
|
30.1K
$3.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.92K+ 1.69% |
$807K - $1M
|
478K
$62M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$780K - $969K
|
7.65K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.59K+ 110.98% |
$774K - $962K
|
14.4K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.14KNew |
$728K - $906K
|
7.14K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 43.8% |
$704K - $875K
|
22.7K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.33K+ 62.78% |
$645K - $802K
|
16.4K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.52KNew |
$563K - $700K
|
5.52K
$717K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.43KNew |
$554K - $688K
|
5.43K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.91K+ 13.01% |
$500K - $622K
|
42.6K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 9.47% |
$487K - $606K
|
55.2K
$7.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 8.63% |
$429K - $533K
|
52.9K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.16K+ 19.53% |
$424K - $527K
|
25.5K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.12KNew |
$420K - $522K
|
4.12K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.97K+ 1.31% |
$404K - $503K
|
307K
$39.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.19KNew |
$325K - $404K
|
3.19K
$414K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.82K+ 32.37% |
$288K - $358K
|
11.5K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.66K+ 59.58% |
$271K - $337K
|
7.13K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.63KNew |
$268K - $333K
|
2.63K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.39K+ 9.34% |
$244K - $303K
|
28K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.33K+ 100.17% |
$238K - $296K
|
4.66K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.33KNew |
$238K - $295K
|
2.33K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$222K - $276K
|
2.18K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.09K+ 8.24% |
$214K - $265K
|
27.5K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.03KNew |
$206K - $257K
|
2.03K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.99KNew |
$203K - $252K
|
1.99K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.99K+ 16.96% |
$203K - $252K
|
13.7K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.97K+ 15.21% |
$200K - $249K
|
14.9K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.86KNew |
$190K - $236K
|
1.86K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.82KNew |
$186K - $231K
|
1.82K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.81KNew |
$184K - $229K
|
1.81K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.79K+ 92.23% |
$183K - $227K
|
3.74K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$174K - $216K
|
1.71K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$220K
|