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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
368KNew |
$43.4M - $46.8M
|
368K
$45M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.2KNew |
$4.51M - $4.85M
|
38.2K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.4K+ 135.75% |
$3.94M - $4.25M
|
58K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
32.4K+ 93.53% |
$3.82M - $4.11M
|
67K
$8.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
31.3KNew |
$3.69M - $3.97M
|
31.3K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.9K+ 34.84% |
$3.17M - $3.41M
|
104K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.9KNew |
$2.58M - $2.78M
|
21.9K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.3K+ 12.81% |
$2.4M - $2.58M
|
179K
$21.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 1.21% |
$2.27M - $2.45M
|
1.61M
$197M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 7.44% |
$2.08M - $2.24M
|
255K
$31.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 17.42% |
$1.73M - $1.86M
|
98.7K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14.3K+ 445.45% |
$1.69M - $1.82M
|
17.5K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.68M - $1.81M
|
14.3K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.3K+ 2.59% |
$1.57M - $1.69M
|
525K
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 27.21% |
$1.31M - $1.41M
|
51.8K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.76KNew |
$1.03M - $1.11M
|
8.76K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.76K+ 21895.0% |
$1.03M - $1.11M
|
8.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
8.37KNew |
$988K - $1.06M
|
8.37K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
7.79K+ 66.29% |
$919K - $990K
|
19.5K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.63K+ 77.91% |
$900K - $969K
|
17.4K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$898K - $967K
|
7.61K
$930K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.59K+ 17.68% |
$895K - $964K
|
50.5K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.54K+ 8.79% |
$890K - $958K
|
93.4K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48KNew |
$882K - $950K
|
7.48K
$913K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.25KNew |
$856K - $921K
|
7.25K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23KNew |
$853K - $918K
|
7.23K
$883K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.21K+ 46.6% |
$851K - $916K
|
22.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 4.56% |
$835K - $899K
|
162K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.87KNew |
$810K - $873K
|
6.87K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 106.25% |
$802K - $864K
|
13.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.05K+ 33.94% |
$714K - $768K
|
23.9K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.77K+ 60.27% |
$680K - $732K
|
15.3K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.72K+ 6.94% |
$675K - $726K
|
88.1K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
5.6KNew |
$661K - $711K
|
5.6K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.58KNew |
$658K - $709K
|
5.58K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.46KNew |
$644K - $693K
|
5.46K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5K+ 0.5% |
$590K - $636K
|
1M
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5K+ 16.67% |
$590K - $635K
|
35K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5KNew |
$590K - $635K
|
5K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.95K+ 3.4% |
$584K - $629K
|
151K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.75K+ 44.6% |
$560K - $603K
|
15.4K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.68KNew |
$552K - $595K
|
4.68K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.55K+ 9.73% |
$537K - $578K
|
51.3K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.05KNew |
$478K - $515K
|
4.05K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.84KNew |
$453K - $488K
|
3.84K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.57KNew |
$421K - $453K
|
3.57K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.42K+ 0.59% |
$403K - $434K
|
583K
$71.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.41KNew |
$403K - $433K
|
3.41K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.4KNew |
$402K - $432K
|
3.4K
$416K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.32K+ 14.46% |
$391K - $421K
|
26.2K
$3.21M
|