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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
35.1K+ 511.63% |
$4.67M - $4.91M
|
42K
$5.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
24.6K+ 28.06% |
$3.26M - $3.43M
|
112K
$15.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
8.26KNew |
$1.1M - $1.15M
|
8.26K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.75K+ 1.67% |
$631K - $664K
|
290K
$39.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
4.48KNew |
$595K - $626K
|
4.48K
$615K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.66KNew |
$487K - $512K
|
3.66K
$503K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.8KNew |
$373K - $392K
|
2.8K
$385K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.03K+ 6.13% |
$269K - $283K
|
35.1K
$4.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.77KNew |
$235K - $247K
|
1.77K
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$209K - $220K
|
1.57K
$216K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.51K+ 10.66% |
$200K - $211K
|
15.6K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 5.54% |
$141K - $148K
|
20.2K
$2.77M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
734New |
$97.6K - $103K
|
734
$101K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
473+ 9.18% |
$62.9K - $66.1K
|
5.62K
$772K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386New |
$51.3K - $54K
|
386
$53K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
145+ 2.76% |
$19.3K - $20.3K
|
5.4K
$741K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
99+ 13.79% |
$13.2K - $13.8K
|
817
$112K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
49+ 0.81% |
$6.51K - $6.85K
|
6.09K
$837K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
33New |
$4.39K - $4.61K
|
33
$4.53K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.8% |
$3.32K - $3.5K
|
3.17K
$435K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.25% |
$3.19K - $3.36K
|
9.47K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
18+ 0.13% |
$2.39K - $2.52K
|
14.1K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 0.38% |
$2.13K - $2.24K
|
4.17K
$573K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.22% |
$931 - $979
|
3.23K
$443K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$665 - $699
|
2.51K
$345K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.14% |
$665 - $699
|
3.69K
$507K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$665 - $699
|
2.08K
$286K
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3+ 0.31% |
$399 - $419
|
978
$134K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$133 - $140
|
8.24K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$133 - $140
|
4.99K
$685K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $140
|
3.53K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92K+ 44.61% |
$11.7M - $12.5M
|
298K
$40.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
59.2KNew |
$7.5M - $8.03M
|
59.2K
$8.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
50.3KNew |
$6.37M - $6.83M
|
50.3K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.1K+ 1459.0% |
$5.97M - $6.39M
|
50.3K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
40K+ 8.37% |
$5.06M - $5.42M
|
518K
$71.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7K+ 44.05% |
$3.63M - $3.89M
|
93.7K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.8K+ 2.29% |
$3.02M - $3.23M
|
1.06M
$146M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3KNew |
$2.44M - $2.62M
|
19.3K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
18.7K+ 3.71% |
$2.37M - $2.54M
|
522K
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 108.83% |
$2.26M - $2.42M
|
34.2K
$4.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$2.04M - $2.19M
|
16.1K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
12.4K+ 39.55% |
$1.57M - $1.68M
|
43.6K
$5.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.2K+ 2.38% |
$1.29M - $1.38M
|
437K
$59.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.43KNew |
$1.19M - $1.28M
|
9.43K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
9.25KNew |
$1.17M - $1.25M
|
9.25K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
8.05K+ 13.83% |
$1.02M - $1.09M
|
66.2K
$9.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$968K - $1.04M
|
7.65K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$815K - $873K
|
6.43K
$883K
|
|