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 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.75KNew |
$190K - $211K
|
1.75K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.5K+ 500.0% |
$163K - $181K
|
1.8K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 735.29% |
$108K - $120K
|
1.14K
$144K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
674New |
$73.1K - $81.1K
|
674
$85.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
653New |
$70.8K - $78.6K
|
653
$82.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$51.8K - $57.5K
|
478
$60.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
392New |
$42.5K - $47.2K
|
392
$49.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344New |
$37.3K - $41.4K
|
344
$43.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
165+ 3.99% |
$17.9K - $19.9K
|
4.3K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
116+ 3.97% |
$12.6K - $14K
|
3.04K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
71+ 3.41% |
$7.7K - $8.55K
|
2.15K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54New |
$5.86K - $6.5K
|
54
$6.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.02% |
$5.75K - $6.38K
|
5.25K
$667K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
52+ 1.57% |
$5.64K - $6.26K
|
3.36K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
46+ 0.6% |
$4.99K - $5.54K
|
7.66K
$972K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.38% |
$1.41K - $1.56K
|
3.45K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.44% |
$217 - $241
|
461
$58.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$108 - $120
|
143
$18.2K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
113KNew |
$11.6M - $12.8M
|
113K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.28K+ 1.61% |
$745K - $822K
|
459K
$58.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.09KNew |
$419K - $462K
|
4.09K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3K+ 36.82% |
$338K - $373K
|
12.3K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.91K+ 15.88% |
$195K - $215K
|
13.9K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$30.7K - $33.9K
|
300
$38.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$14.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
85+ 4.58% |
$8.7K - $9.6K
|
1.94K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$8.6K - $9.49K
|
84
$10.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$7.17K - $7.91K
|
70
$8.89K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.6KNew |
$1.34M - $1.48M
|
13.6K
$1.72M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.94KNew |
$486K - $539K
|
4.94K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 35.24% |
$473K - $525K
|
18.4K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.83KNew |
$378K - $419K
|
3.83K
$487K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3KNew |
$325K - $361K
|
3.3K
$419K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91KNew |
$287K - $318K
|
2.91K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.43KNew |
$240K - $266K
|
2.43K
$309K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.17KNew |
$213K - $236K
|
2.17K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.94KNew |
$191K - $212K
|
1.94K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$187K - $207K
|
1.9K
$241K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
1.83KNew |
$181K - $200K
|
1.83K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
512New |
$50.4K - $55.9K
|
512
$65K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
503New |
$49.5K - $54.9K
|
503
$63.9K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
345New |
$34K - $37.7K
|
345
$43.8K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
168+ 1.55% |
$16.5K - $18.3K
|
11K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54+ 30.0% |
$5.32K - $5.9K
|
234
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.07K - $2.29K
|
21
$2.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.19% |
$197 - $218
|
1.05K
$133K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 25.0% |
$98.5 - $109
|
5
$635
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.71% |
$98.5 - $109
|
141
$17.9K
|
|