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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
103New |
$7.8K - $9.07K
|
103
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100+ 0.75% |
$7.58K - $8.81K
|
13.5K
$1.66M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
100New |
$7.58K - $8.81K
|
100
$12.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
32New |
$2.42K - $2.82K
|
32
$3.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 15.0% |
$455 - $529
|
46
$5.65K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$152 - $176
|
2
$246
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.03% |
$75.8 - $88.1
|
3.3K
$405K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.1K+ 128.14% |
$2.81M - $3.43M
|
66K
$8.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.17KNew |
$468K - $572K
|
6.17K
$757K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$83.7K - $102K
|
1.1K
$135K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
433+ 759.65% |
$32.9K - $40.1K
|
490
$60.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
239+ 11.96% |
$18.1K - $22.1K
|
2.24K
$275K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.2K - $18.5K
|
200
$24.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
125+ 250.0% |
$9.49K - $11.6K
|
175
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100+ 0.89% |
$7.59K - $9.27K
|
11.3K
$1.39M
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.2K+ 29.56% |
$873K - $1.1M
|
49K
$6.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.76KNew |
$294K - $369K
|
3.76K
$462K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.58K+ 18.46% |
$280K - $351K
|
23K
$2.82M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
632New |
$49.4K - $61.9K
|
632
$77.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
526New |
$41.1K - $51.5K
|
526
$64.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
403New |
$31.5K - $39.5K
|
403
$49.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
318New |
$24.8K - $31.2K
|
318
$39K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
260New |
$20.3K - $25.5K
|
260
$31.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
182+ 5.2% |
$14.2K - $17.8K
|
3.68K
$452K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
180+ 8.87% |
$14.1K - $17.6K
|
2.21K
$271K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
166New |
$13K - $16.3K
|
166
$20.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
129+ 5.34% |
$10.1K - $12.6K
|
2.55K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55New |
$4.3K - $5.39K
|
55
$6.75K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
52New |
$4.06K - $5.09K
|
52
$6.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
30+ 25.86% |
$2.34K - $2.94K
|
146
$17.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$859 - $1.08K
|
11
$1.35K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.16% |
$391 - $490
|
3.1K
$380K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.25% |
$78.1 - $98
|
403
$49.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.04% |
$78.1 - $98
|
2.74K
$336K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
203New |
$18.2K - $21.6K
|
203
$24.9K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$334K - $372K
|
3.49K
$429K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.97KNew |
$189K - $210K
|
1.97K
$242K
|
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
951New |
$91.1K - $101K
|
951
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
436New |
$41.8K - $46.5K
|
436
$53.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
183+ 13.07% |
$17.5K - $19.5K
|
1.58K
$194K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
4KNew |
$379K - $408K
|
4K
$491K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77KNew |
$262K - $283K
|
2.77K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.69KNew |
$255K - $274K
|
2.69K
$330K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
714New |
$67.6K - $72.8K
|
714
$87.7K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
175+ 23.97% |
$16.6K - $17.8K
|
905
$111K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
146K+ 9485.06% |
$13M - $13.9M
|
148K
$18.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.01KNew |
$534K - $574K
|
6.01K
$738K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
564New |
$50.1K - $53.9K
|
564
$69.2K
|
|
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
344New |
$30.6K - $32.9K
|
344
$42.2K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
183New |
$16.3K - $17.5K
|
183
$22.5K
|
|