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 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$184K - $204K
|
1.7K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.58K+ 1.1% |
$171K - $190K
|
146K
$17.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.5K+ 500.0% |
$163K - $181K
|
1.8K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 4.77% |
$150K - $167K
|
30.4K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 735.29% |
$108K - $120K
|
1.14K
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
915+ 3.98% |
$99.2K - $110K
|
23.9K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 21.52% |
$92.3K - $102K
|
4.81K
$590K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
782+ 26.07% |
$84.8K - $94.1K
|
3.78K
$464K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
700+ 33.33% |
$75.9K - $84.3K
|
2.8K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
653+ 2.23% |
$70.8K - $78.6K
|
30K
$3.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
653New |
$70.8K - $78.6K
|
653
$80.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
643+ 8.68% |
$69.7K - $77.4K
|
8.05K
$988K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
637+ 0.82% |
$69.1K - $76.7K
|
78.6K
$9.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
611+ 11.85% |
$66.3K - $73.5K
|
5.77K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
577+ 32.36% |
$62.6K - $69.5K
|
2.36K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
567+ 1.49% |
$61.5K - $68.2K
|
38.6K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
510+ 5.39% |
$55.3K - $61.4K
|
9.98K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$51.8K - $57.5K
|
478
$58.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
461+ 2.12% |
$50K - $55.5K
|
22.2K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
459+ 2.88% |
$49.8K - $55.2K
|
16.4K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
403+ 1.36% |
$43.7K - $48.5K
|
30K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
392New |
$42.5K - $47.2K
|
392
$48.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
377New |
$40.9K - $45.4K
|
377
$46.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
373+ 3.2% |
$40.4K - $44.9K
|
12K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$37.3K - $41.4K
|
344
$42.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
304+ 0.88% |
$33K - $36.6K
|
34.9K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
299+ 2.1% |
$32.4K - $36K
|
14.5K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
290+ 2.55% |
$31.4K - $34.9K
|
11.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
275New |
$29.8K - $33.1K
|
275
$33.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
274+ 4.39% |
$29.7K - $33K
|
6.51K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
237+ 2.01% |
$25.7K - $28.5K
|
12K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 39.58% |
$22.2K - $24.7K
|
723
$88.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
191+ 8.93% |
$20.7K - $23K
|
2.33K
$286K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
170+ 3.55% |
$18.4K - $20.5K
|
4.95K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
165+ 3.99% |
$17.9K - $19.9K
|
4.3K
$528K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
163+ 0.45% |
$17.7K - $19.6K
|
36.1K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162New |
$17.6K - $19.5K
|
162
$19.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
156+ 5.32% |
$16.9K - $18.8K
|
3.09K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
152+ 1.98% |
$16.5K - $18.3K
|
7.85K
$963K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
150+ 6.83% |
$16.3K - $18.1K
|
2.35K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
141+ 1.25% |
$15.3K - $17K
|
11.5K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
125+ 0.82% |
$13.6K - $15K
|
15.4K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
123+ 2.43% |
$13.3K - $14.8K
|
5.18K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
116+ 3.97% |
$12.6K - $14K
|
3.04K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
115+ 0.52% |
$12.5K - $13.8K
|
22.1K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$10.8K - $12K
|
100
$12.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 3.96% |
$10.8K - $12K
|
2.63K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83+ 0.16% |
$9K - $9.99K
|
52.6K
$6.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
75+ 0.95% |
$8.13K - $9.03K
|
7.96K
$977K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
71+ 3.41% |
$7.7K - $8.55K
|
2.15K
$264K
|