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 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.24K - $2.43K
|
25
$3.07K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$425K - $465K
|
4.96K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.43KNew |
$294K - $321K
|
3.43K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$207K - $226K
|
2.42K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.12KNew |
$181K - $198K
|
2.12K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.68K+ 14.12% |
$144K - $158K
|
13.6K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$634K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$634K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02K+ 4.51% |
$87K - $95.1K
|
23.6K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$57K - $62.3K
|
665
$81.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
271New |
$23.2K - $25.4K
|
271
$33.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22New |
$1.88K - $2.06K
|
22
$2.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
14+ 4.91% |
$1.2K - $1.31K
|
299
$36.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$771 - $843
|
9
$1.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.27% |
$600 - $655
|
2.58K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$4.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$85.7 - $93.6
|
73
$8.96K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.3K+ 91.52% |
$3.94M - $4.34M
|
101K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73KNew |
$386K - $426K
|
4.73K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.39K+ 43.06% |
$113K - $125K
|
4.62K
$567K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
865New |
$70.6K - $77.9K
|
865
$106K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
731+ 5.27% |
$59.7K - $65.8K
|
14.6K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
136New |
$11.1K - $12.2K
|
136
$16.7K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
39+ 3.57% |
$3.18K - $3.51K
|
1.13K
$139K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 0.99% |
$1.88K - $2.07K
|
2.36K
$289K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$1.06K - $1.17K
|
13
$1.6K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$980 - $1.08K
|
12
$1.47K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
12+ 0.36% |
$980 - $1.08K
|
3.31K
$406K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10New |
$816 - $900
|
10
$1.23K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$81.6 - $90
|
1
$123
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$1.06M - $1.24M
|
14K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.06KNew |
$686K - $798K
|
9.06K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6.08KNew |
$461K - $536K
|
6.08K
$746K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.61KNew |
$349K - $406K
|
4.61K
$566K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.3KNew |
$326K - $378K
|
4.3K
$527K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$319K - $371K
|
4.21K
$517K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.56KNew |
$194K - $226K
|
2.56K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45KNew |
$186K - $216K
|
2.45K
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.33KNew |
$176K - $205K
|
2.33K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.73KNew |
$131K - $152K
|
1.73K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
900New |
$68.2K - $79.3K
|
900
$110K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
711+ 29.63% |
$53.9K - $62.6K
|
3.11K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
650New |
$49.3K - $57.3K
|
650
$79.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
508+ 7.92% |
$38.5K - $44.7K
|
6.92K
$849K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $43.6K
|
495
$60.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
248New |
$18.8K - $21.8K
|
248
$30.4K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$15.2K - $17.6K
|
200
$24.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
150+ 4.61% |
$11.4K - $13.2K
|
3.41K
$418K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
150New |
$11.4K - $13.2K
|
150
$18.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$7.88K - $9.16K
|
104
$12.8K
|
|