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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.41KNew |
$349K - $385K
|
3.41K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 36.82% |
$338K - $373K
|
12.3K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.5K+ 9.09% |
$256K - $282K
|
30K
$3.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.31KNew |
$237K - $261K
|
2.31K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2K+ 110.83% |
$204K - $225K
|
3.8K
$466K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.91K+ 15.88% |
$195K - $215K
|
13.9K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8KNew |
$184K - $203K
|
1.8K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 42.49% |
$81.9K - $90.4K
|
2.68K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 2.6% |
$40.6K - $44.7K
|
15.6K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$30.7K - $33.9K
|
300
$36.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
190+ 69.09% |
$19.5K - $21.5K
|
465
$57.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
167+ 6.47% |
$17.1K - $18.9K
|
2.75K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
142+ 2.63% |
$14.5K - $16K
|
5.53K
$679K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$14.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
85+ 4.58% |
$8.7K - $9.6K
|
1.94K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$8.6K - $9.49K
|
84
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 3.42% |
$7.58K - $8.36K
|
2.24K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$7.17K - $7.91K
|
70
$8.59K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
51+ 1.63% |
$5.22K - $5.76K
|
3.18K
$390K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
47+ 0.4% |
$4.81K - $5.31K
|
11.8K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 3900.0% |
$3.99K - $4.41K
|
40
$4.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31New |
$3.17K - $3.5K
|
31
$3.81K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.54% |
$1.02K - $1.13K
|
1.88K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$614 - $678
|
6.51K
$799K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $113
|
5.01K
$615K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.6KNew |
$1.34M - $1.48M
|
13.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 2200.38% |
$1.14M - $1.26M
|
12.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10K+ 2.68% |
$986K - $1.09M
|
383K
$47M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.94KNew |
$486K - $539K
|
4.94K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 35.24% |
$473K - $525K
|
18.4K
$2.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.83KNew |
$378K - $419K
|
3.83K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3KNew |
$325K - $361K
|
3.3K
$405K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91KNew |
$287K - $318K
|
2.91K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.43KNew |
$240K - $266K
|
2.43K
$299K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.17KNew |
$213K - $236K
|
2.17K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.94KNew |
$191K - $212K
|
1.94K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$187K - $207K
|
1.9K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
1.83KNew |
$181K - $200K
|
1.83K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.56KNew |
$154K - $170K
|
1.56K
$192K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
658New |
$64.8K - $71.8K
|
658
$80.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
512New |
$50.4K - $55.9K
|
512
$62.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
503New |
$49.5K - $54.9K
|
503
$61.7K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
431+ 10.39% |
$42.4K - $47.1K
|
4.58K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
345New |
$34K - $37.7K
|
345
$42.4K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
265+ 2.31% |
$26.1K - $28.9K
|
11.7K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
168+ 1.55% |
$16.5K - $18.3K
|
11K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
157+ 1.82% |
$15.5K - $17.1K
|
8.77K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
90+ 3.13% |
$8.86K - $9.83K
|
2.97K
$364K
|
|