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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.47K+ 84.31% |
$439K - $471K
|
7.59K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.32K+ 7.55% |
$294K - $315K
|
33.1K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.77KNew |
$225K - $241K
|
1.77K
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.5KNew |
$190K - $203K
|
1.5K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.49KNew |
$189K - $202K
|
1.49K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.31K+ 10.5% |
$166K - $178K
|
13.8K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
969+ 12.46% |
$123K - $131K
|
8.75K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
580+ 34.9% |
$73.5K - $78.7K
|
2.24K
$304K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
273+ 16.99% |
$34.6K - $37K
|
1.88K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
220+ 4.81% |
$27.9K - $29.8K
|
4.8K
$650K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
73+ 11.32% |
$9.24K - $9.9K
|
718
$97.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68+ 2.01% |
$8.61K - $9.22K
|
3.46K
$469K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
65+ 1.79% |
$8.23K - $8.82K
|
3.69K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
65+ 3.83% |
$8.23K - $8.82K
|
1.76K
$239K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22+ 0.87% |
$2.79K - $2.98K
|
2.55K
$346K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
13+ 0.19% |
$1.65K - $1.76K
|
7.03K
$954K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.15% |
$1.14K - $1.22K
|
5.98K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.24% |
$507 - $543
|
1.69K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $136
|
5.08K
$689K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.38K
$459K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$127 - $136
|
165
$22.4K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 67.45% |
$12.6M - $15.6M
|
306K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
67.1K+ 48.28% |
$6.85M - $8.51M
|
206K
$28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.6K+ 20.29% |
$6.69M - $8.31M
|
389K
$52.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
44.2K+ 11.56% |
$4.5M - $5.6M
|
426K
$57.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.7K+ 4.28% |
$4.36M - $5.42M
|
1.04M
$141M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.3K+ 24.85% |
$3.7M - $4.6M
|
183K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$3.06M - $3.8M
|
30K
$4.07M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
28.4K+ 95.66% |
$2.9M - $3.61M
|
58.2K
$7.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 2.66% |
$1.55M - $1.93M
|
588K
$79.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 25.49% |
$1.35M - $1.68M
|
65.1K
$8.83M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 14.76% |
$1.18M - $1.47M
|
90.1K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
8.69KNew |
$886K - $1.1M
|
8.69K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.63KNew |
$880K - $1.09M
|
8.63K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 4.92% |
$830K - $1.03M
|
174K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.08K+ 36.74% |
$823K - $1.02M
|
30.1K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.92K+ 1.69% |
$807K - $1M
|
478K
$64.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$780K - $969K
|
7.65K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.59K+ 110.98% |
$774K - $962K
|
14.4K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.14KNew |
$728K - $906K
|
7.14K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 43.8% |
$704K - $875K
|
22.7K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.33K+ 62.78% |
$645K - $802K
|
16.4K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.52KNew |
$563K - $700K
|
5.52K
$749K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.43KNew |
$554K - $688K
|
5.43K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.91K+ 13.01% |
$500K - $622K
|
42.6K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 9.47% |
$487K - $606K
|
55.2K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 8.63% |
$429K - $533K
|
52.9K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.16K+ 19.53% |
$424K - $527K
|
25.5K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.97K+ 1.31% |
$404K - $503K
|
307K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.19KNew |
$325K - $404K
|
3.19K
$433K
|
|