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 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$113 - $126
|
1
$127
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
7.05K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
385KNew |
$45.4M - $48.9M
|
385K
$48.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.5K+ 126.65% |
$7.85M - $8.45M
|
119K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.2KNew |
$4.51M - $4.85M
|
38.2K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.9KNew |
$2.58M - $2.78M
|
21.9K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.68M - $1.81M
|
14.3K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$898K - $967K
|
7.61K
$966K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48KNew |
$882K - $950K
|
7.48K
$949K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.25KNew |
$856K - $921K
|
7.25K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23KNew |
$853K - $918K
|
7.23K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.87KNew |
$810K - $873K
|
6.87K
$872K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5KNew |
$590K - $635K
|
5K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.41KNew |
$403K - $433K
|
3.41K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.4KNew |
$402K - $432K
|
3.4K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.08K+ 67.19% |
$363K - $391K
|
7.66K
$973K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.94KNew |
$347K - $374K
|
2.94K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.52K+ 5.56% |
$297K - $320K
|
47.8K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.07KNew |
$245K - $263K
|
2.07K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03KNew |
$240K - $258K
|
2.03K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$223K - $240K
|
1.89K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$222K - $239K
|
1.88K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.82KNew |
$215K - $231K
|
1.82K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$204K - $219K
|
1.73K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.65KNew |
$195K - $210K
|
1.65K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 39.86% |
$173K - $186K
|
5.14K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2K+ 50.93% |
$142K - $153K
|
3.56K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
435New |
$51.3K - $55.3K
|
435
$55.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
366New |
$43.2K - $46.5K
|
366
$46.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
253+ 6.87% |
$29.9K - $32.1K
|
3.94K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
240+ 63.66% |
$28.3K - $30.5K
|
617
$78.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
233+ 10.0% |
$27.5K - $29.6K
|
2.56K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
187+ 3.54% |
$22.1K - $23.8K
|
5.47K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
182+ 3.73% |
$21.5K - $23.1K
|
5.06K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
136+ 1.0% |
$16K - $17.3K
|
13.7K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 0.4% |
$13.3K - $14.4K
|
28.2K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45New |
$5.31K - $5.72K
|
45
$5.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40New |
$4.72K - $5.08K
|
40
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 38.1% |
$3.78K - $4.07K
|
116
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$236 - $254
|
1.7K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $127
|
2.07K
$263K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
70.8KNew |
$7.68M - $8.53M
|
70.8K
$8.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2K+ 29.84% |
$890K - $988K
|
35.7K
$4.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.79KNew |
$737K - $818K
|
6.79K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.66KNew |
$722K - $801K
|
6.66K
$845K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.37K+ 6.53% |
$691K - $767K
|
104K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$542K - $602K
|
5K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.76KNew |
$191K - $212K
|
1.76K
$223K
|
|