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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.28KNew |
$598K - $668K
|
5.28K
$671K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.88KNew |
$439K - $490K
|
3.88K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.87K+ 22.24% |
$439K - $490K
|
21.3K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.35KNew |
$379K - $423K
|
3.35K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 2.04% |
$375K - $418K
|
165K
$21M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 6.44% |
$374K - $418K
|
54.6K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.27K+ 7.21% |
$370K - $413K
|
48.6K
$6.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.18K+ 11.28% |
$360K - $402K
|
31.4K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.13K+ 1532.35% |
$354K - $395K
|
3.33K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.92K+ 44.13% |
$331K - $369K
|
9.54K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$324K - $361K
|
2.86K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.57KNew |
$291K - $324K
|
2.57K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.41K+ 18.89% |
$273K - $305K
|
15.2K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.24KNew |
$253K - $283K
|
2.24K
$284K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 20.04% |
$200K - $223K
|
10.6K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 100.92% |
$198K - $221K
|
3.49K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 28.82% |
$170K - $190K
|
6.7K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 33.98% |
$148K - $165K
|
5.15K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.2K+ 21.43% |
$136K - $152K
|
6.8K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18K+ 1.34% |
$134K - $149K
|
89.3K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 29.34% |
$133K - $149K
|
5.19K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 13.26% |
$122K - $136K
|
9.21K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
988+ 56.95% |
$112K - $125K
|
2.72K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
977+ 33.12% |
$111K - $123K
|
3.93K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
846+ 34.6% |
$95.8K - $107K
|
3.29K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
733+ 88.1% |
$83K - $92.6K
|
1.57K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 3.31% |
$81.5K - $91K
|
22.5K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
718+ 24.34% |
$81.3K - $90.7K
|
3.67K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
714+ 2.0% |
$80.8K - $90.2K
|
36.4K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
701+ 3.27% |
$79.4K - $88.6K
|
22.1K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
683+ 4.14% |
$77.3K - $86.3K
|
17.2K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
682+ 7.96% |
$77.2K - $86.2K
|
9.25K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
579+ 1.94% |
$65.6K - $73.2K
|
30.4K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
555+ 0.68% |
$62.8K - $70.1K
|
82.8K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
517New |
$58.5K - $65.3K
|
517
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
514New |
$58.2K - $64.9K
|
514
$65.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
506+ 6.38% |
$57.3K - $63.9K
|
8.44K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
410New |
$46.4K - $51.8K
|
410
$52K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
349+ 2.82% |
$39.5K - $44.1K
|
12.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
349+ 19.01% |
$39.5K - $44.1K
|
2.19K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
327+ 11.43% |
$37K - $41.3K
|
3.19K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
325+ 0.62% |
$36.8K - $41.1K
|
52.3K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
318+ 5.51% |
$36K - $40.2K
|
6.09K
$773K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
302+ 3.75% |
$34.2K - $38.2K
|
8.35K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
301+ 4.17% |
$34.1K - $38K
|
7.51K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 16.41% |
$29.4K - $32.9K
|
1.84K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257+ 4.26% |
$29.1K - $32.5K
|
6.3K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 1.73% |
$28.2K - $31.5K
|
14.7K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
237+ 16.36% |
$26.8K - $29.9K
|
1.69K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 10.55% |
$26.7K - $29.8K
|
2.47K
$314K
|