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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
294+ 6.2% |
$30K - $37.3K
|
5.04K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
288+ 3.28% |
$29.4K - $36.5K
|
9.06K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
251+ 1.42% |
$25.6K - $31.8K
|
18K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
223+ 7.8% |
$22.7K - $28.3K
|
3.08K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
223+ 2.76% |
$22.7K - $28.3K
|
8.31K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
205+ 2.15% |
$20.9K - $26K
|
9.74K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
201+ 10.82% |
$20.5K - $25.5K
|
2.06K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
197+ 3.12% |
$20.1K - $25K
|
6.52K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
186New |
$19K - $23.6K
|
186
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
183+ 0.35% |
$18.7K - $23.2K
|
52.5K
$7.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
175+ 7.81% |
$17.8K - $22.2K
|
2.42K
$328K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 9.36% |
$17.3K - $21.5K
|
1.99K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
150+ 3.28% |
$15.3K - $19K
|
4.72K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
119+ 1.42% |
$12.1K - $15.1K
|
8.51K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
105+ 5.18% |
$10.7K - $13.3K
|
2.13K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
96New |
$9.79K - $12.2K
|
96
$13K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
86+ 2.9% |
$8.77K - $10.9K
|
3.05K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
85+ 2.49% |
$8.67K - $10.8K
|
3.49K
$474K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
85+ 1.98% |
$8.67K - $10.8K
|
4.38K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
63+ 0.25% |
$6.42K - $7.99K
|
25.2K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
55+ 0.25% |
$5.61K - $6.97K
|
22.4K
$3.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48+ 0.9% |
$4.89K - $6.08K
|
5.4K
$732K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45New |
$4.59K - $5.7K
|
45
$6.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
31+ 1.25% |
$3.16K - $3.93K
|
2.51K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
31+ 0.18% |
$3.16K - $3.93K
|
17.2K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
27+ 5.22% |
$2.75K - $3.42K
|
544
$73.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.21% |
$2.04K - $2.54K
|
9.43K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.88% |
$1.94K - $2.41K
|
2.17K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
17+ 0.16% |
$1.73K - $2.15K
|
10.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.63K - $2.03K
|
13.9K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.63K - $2.03K
|
7.02K
$952K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11+ 0.5% |
$1.12K - $1.39K
|
2.2K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.25% |
$1.02K - $1.27K
|
3.94K
$534K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
10New |
$1.02K - $1.27K
|
10
$1.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.21% |
$714 - $887
|
3.27K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.16% |
$714 - $887
|
4.41K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.17% |
$612 - $761
|
122
$16.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
6+ 0.62% |
$612 - $761
|
975
$132K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.49K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 1.92% |
$510 - $634
|
266
$36.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$510 - $634
|
2.07K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4+ 0.15% |
$408 - $507
|
2.62K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.2% |
$408 - $507
|
2.04K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.16% |
$408 - $507
|
2.5K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.15% |
$306 - $380
|
2K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.07% |
$306 - $380
|
4.38K
$593K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.05% |
$204 - $254
|
4.25K
$577K
|