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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12.5KNew |
$1.28M - $1.59M
|
12.5K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.63KNew |
$880K - $1.09M
|
8.63K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.08K+ 36.74% |
$823K - $1.02M
|
30.1K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 8.63% |
$429K - $533K
|
52.9K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.99KNew |
$203K - $252K
|
1.99K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 31.03% |
$114K - $142K
|
4.72K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
920+ 3.06% |
$93.8K - $117K
|
31K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
541+ 1.83% |
$55.2K - $68.6K
|
30K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
529+ 28.05% |
$53.9K - $67.1K
|
2.42K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
472+ 1.1% |
$48.1K - $59.8K
|
43.2K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
421+ 6.38% |
$42.9K - $53.4K
|
7.02K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
328+ 5.88% |
$33.4K - $41.6K
|
5.91K
$750K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
317+ 6.27% |
$32.3K - $40.2K
|
5.38K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
194+ 5.66% |
$19.8K - $24.6K
|
3.62K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
112+ 4.54% |
$11.4K - $14.2K
|
2.58K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
86+ 2.9% |
$8.77K - $10.9K
|
3.05K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
63+ 0.25% |
$6.42K - $7.99K
|
25.2K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
55+ 0.25% |
$5.61K - $6.97K
|
22.4K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 8.77% |
$5.3K - $6.59K
|
645
$81.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
27+ 0.65% |
$2.75K - $3.42K
|
4.17K
$529K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.21% |
$2.04K - $2.54K
|
9.43K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.88% |
$1.94K - $2.41K
|
2.17K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$116K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$510 - $634
|
2.07K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.16% |
$408 - $507
|
2.5K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.07% |
$306 - $380
|
4.38K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $127
|
5.01K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $127
|
2.05K
$260K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
470KNew |
$53.2M - $59.4M
|
470K
$59.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 105.52% |
$12.3M - $13.7M
|
212K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81K+ 139.62% |
$9.17M - $10.2M
|
139K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 26.8% |
$7.73M - $8.63M
|
323K
$41M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
56K+ 72.82% |
$6.34M - $7.08M
|
133K
$16.9M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
29.7KNew |
$3.37M - $3.76M
|
29.7K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 109.35% |
$2.98M - $3.33M
|
50.4K
$6.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22.2K+ 4.82% |
$2.52M - $2.81M
|
484K
$61.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 192.32% |
$1.91M - $2.13M
|
25.6K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1K+ 498.29% |
$1.49M - $1.66M
|
15.8K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.4K+ 135.49% |
$1.29M - $1.44M
|
19.8K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.2KNew |
$1.27M - $1.41M
|
11.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.12M - $1.26M
|
9.94K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.69K+ 88.17% |
$1.1M - $1.22M
|
20.7K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.4K+ 127.63% |
$1.06M - $1.19M
|
16.8K
$2.13M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.36K+ 2.51% |
$1.06M - $1.18M
|
382K
$48.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.86K+ 13.23% |
$1M - $1.12M
|
75.9K
$9.63M
|
|