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 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
70+ 2.64% |
$7.59K - $8.43K
|
2.72K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
55+ 0.85% |
$5.96K - $6.62K
|
6.51K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54New |
$5.86K - $6.5K
|
54
$6.63K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.02% |
$5.75K - $6.38K
|
5.25K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
52New |
$5.64K - $6.26K
|
52
$6.38K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
52+ 1.57% |
$5.64K - $6.26K
|
3.36K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
51+ 1.71% |
$5.53K - $6.14K
|
3.04K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 1.69% |
$5.53K - $6.14K
|
3.08K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
51+ 0.86% |
$5.53K - $6.14K
|
5.97K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
46+ 0.6% |
$4.99K - $5.54K
|
7.66K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 5.48% |
$4.12K - $4.57K
|
732
$89.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.35% |
$3.58K - $3.97K
|
9.37K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.29% |
$3.47K - $3.85K
|
10.9K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 0.3% |
$3.47K - $3.85K
|
10.8K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.26% |
$3.36K - $3.73K
|
12K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 2.32% |
$2.82K - $3.13K
|
1.15K
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
26+ 0.37% |
$2.82K - $3.13K
|
6.96K
$855K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 3.21% |
$2.82K - $3.13K
|
835
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
21+ 0.38% |
$2.28K - $2.53K
|
5.56K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.66% |
$2.17K - $2.41K
|
3.07K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.27% |
$2.06K - $2.29K
|
7K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
15+ 0.24% |
$1.63K - $1.81K
|
6.23K
$765K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$1.41K - $1.56K
|
3.45K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
12+ 0.37% |
$1.3K - $1.44K
|
3.25K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.38% |
$1.08K - $1.2K
|
2.63K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10+ 0.31% |
$1.08K - $1.2K
|
3.27K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.27% |
$1.08K - $1.2K
|
3.68K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.37% |
$976 - $1.08K
|
2.47K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.36% |
$976 - $1.08K
|
2.5K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2.02K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.28% |
$759 - $843
|
2.49K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$651 - $722
|
4.35K
$534K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$542 - $602
|
4.32K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$542 - $602
|
2.26K
$277K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$434 - $481
|
6.66K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$325 - $361
|
10.9K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.44% |
$217 - $241
|
461
$56.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.35% |
$217 - $241
|
578
$71K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.57K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$108 - $120
|
2.07K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$108 - $120
|
143
$17.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$108 - $120
|
977
$120K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
113KNew |
$11.6M - $12.8M
|
113K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.5KNew |
$3.64M - $4.01M
|
35.5K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.28K+ 1.61% |
$745K - $822K
|
459K
$56.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.92KNew |
$708K - $781K
|
6.92K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.55K+ 15.13% |
$466K - $514K
|
34.6K
$4.25M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.09KNew |
$419K - $462K
|
4.09K
$502K
|
|