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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
232New |
$26.3K - $29.3K
|
232
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
208New |
$23.5K - $26.3K
|
208
$26.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$23.4K - $26.2K
|
207
$26.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
203+ 2.33% |
$23K - $25.7K
|
8.93K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$22.6K - $25.3K
|
200
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
194+ 0.65% |
$22K - $24.5K
|
30.1K
$3.82M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
188+ 1.07% |
$21.3K - $23.8K
|
17.7K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
180+ 2.66% |
$20.4K - $22.7K
|
6.96K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 0.79% |
$19.1K - $21.4K
|
21.7K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
162New |
$18.3K - $20.5K
|
162
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
153+ 1.97% |
$17.3K - $19.3K
|
7.92K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
143+ 4.28% |
$16.2K - $18.1K
|
3.49K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$14.6K - $16.3K
|
129
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
125+ 2.88% |
$14.2K - $15.8K
|
4.47K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
123+ 18.5% |
$13.9K - $15.5K
|
788
$100K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
123+ 1.24% |
$13.9K - $15.5K
|
10K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 4.63% |
$9.62K - $10.7K
|
1.92K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
84New |
$9.51K - $10.6K
|
84
$10.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
77+ 148.08% |
$8.72K - $9.73K
|
129
$16.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
72+ 2.16% |
$8.15K - $9.1K
|
3.41K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
71New |
$8.04K - $8.97K
|
71
$9.01K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$5.66K - $6.32K
|
50
$6.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
37+ 0.49% |
$4.19K - $4.68K
|
7.66K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.3% |
$3.51K - $3.92K
|
10.4K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.23% |
$2.83K - $3.16K
|
11K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.68% |
$2.49K - $2.78K
|
3.26K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 1.65% |
$2.15K - $2.4K
|
1.17K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
19+ 0.44% |
$2.15K - $2.4K
|
4.37K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.17% |
$2.04K - $2.27K
|
10.6K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.04K - $2.27K
|
5.47K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18+ 0.48% |
$2.04K - $2.27K
|
3.79K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.1% |
$1.92K - $2.15K
|
17.8K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$1.92K - $2.15K
|
7K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 0.83% |
$1.7K - $1.9K
|
1.82K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$1.59K - $1.77K
|
14
$1.78K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.25% |
$1.47K - $1.64K
|
5.19K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.14% |
$1.36K - $1.52K
|
8.77K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.02K - $1.14K
|
9
$1.14K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$906 - $1.01K
|
32.1K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$793 - $885
|
2.49K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.16% |
$793 - $885
|
4.4K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.17% |
$793 - $885
|
4.06K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6+ 0.23% |
$679 - $758
|
2.61K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.25% |
$679 - $758
|
2.38K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.25% |
$566 - $632
|
2.03K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.25% |
$340 - $379
|
1.2K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.15% |
$340 - $379
|
1.99K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$340 - $379
|
3.84K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2+ 0.09% |
$226 - $253
|
2.33K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$226 - $253
|
2.51K
$318K
|