Latest Institutional Purchases of Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
350
+ 15.17%
$31.3K - $34K
2.66K $360K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
85
New
$7.61K - $8.25K
85 $11.5K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
34
New
$3.04K - $3.3K
34 $4.61K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
25
New
$2.24K - $2.43K
25 $3.39K
Q2 2023
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
4.96K
New
$425K - $465K
4.96K $673K
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
2.42K
New
$207K - $226K
2.42K $328K
Aug 10, 2023 Q2 2023
Continental Investors Services, Inc.

Longview, WA
BUY
 -
2.12K
New
$181K - $198K
2.12K $287K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.68K
+ 14.12%
$144K - $158K
13.6K $1.84M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
1.23K
+ 31.42%
$106K - $116K
5.16K $700K
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
1.23K
+ 31.42%
$106K - $116K
5.16K $700K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
665
New
$57K - $62.3K
665 $90.2K
Jul 06, 2023 Q2 2023
Piershale Financial Group, Inc.

BUY
 -
271
New
$23.2K - $25.4K
271 $36.8K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
22
New
$1.88K - $2.06K
22 $2.98K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
9
New
$771 - $843
9 $1.22K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
7
+ 0.27%
$600 - $655
2.58K $350K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
3
+ 10.0%
$257 - $281
33 $4.48K
Q1 2023
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
48.3K
+ 91.52%
$3.94M - $4.34M
101K $13.7M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.73K
New
$386K - $426K
4.73K $642K
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.39K
+ 43.06%
$113K - $125K
4.62K $626K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
865
New
$70.6K - $77.9K
865 $117K
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
731
+ 5.27%
$59.7K - $65.8K
14.6K $1.98M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
136
New
$11.1K - $12.2K
136 $18.4K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
23
+ 0.99%
$1.88K - $2.07K
2.36K $319K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
13
New
$1.06K - $1.17K
13 $1.76K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
12
New
$980 - $1.08K
12 $1.63K
Apr 19, 2023 Q1 2023
Sl Advisors, LLC

BUY
 -
12
+ 0.36%
$980 - $1.08K
3.31K $448K
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
10
New
$816 - $900
10 $1.36K
Q4 2022
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14K
New
$1.06M - $1.24M
14K $1.9M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
9.06K
New
$686K - $798K
9.06K $1.23M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
4.61K
New
$349K - $406K
4.61K $625K
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

BUY
 -
4.3K
New
$326K - $378K
4.3K $583K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
4.21K
New
$319K - $371K
4.21K $571K
Feb 10, 2023 Q4 2022
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
2.56K
New
$194K - $226K
2.56K $348K
Feb 09, 2023 Q4 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.45K
New
$186K - $216K
2.45K $332K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
2.33K
New
$176K - $205K
2.33K $316K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
1.73K
New
$131K - $152K
1.73K $235K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
900
New
$68.2K - $79.3K
900 $122K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
650
New
$49.3K - $57.3K
650 $88.2K
Feb 07, 2023 Q4 2022
Sanford Advisory Services, LLC

BUY
 -
508
+ 7.92%
$38.5K - $44.7K
6.92K $939K
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
495
New
$37.5K - $43.6K
495 $67.1K
Jan 30, 2023 Q4 2022
Byrne Asset Management LLC

BUY
 -
248
New
$18.8K - $21.8K
248 $33.6K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
200
New
$15.2K - $17.6K
200 $27.1K
Feb 09, 2023 Q4 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
150
+ 4.61%
$11.4K - $13.2K
3.41K $462K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
150
New
$11.4K - $13.2K
150 $20.3K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
104
New
$7.88K - $9.16K
104 $14.1K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
103
New
$7.8K - $9.07K
103 $14K
Feb 14, 2023 Q4 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
100
+ 0.75%
$7.58K - $8.81K
13.5K $1.83M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
100
New
$7.58K - $8.81K
100 $13.6K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
32
New
$2.42K - $2.82K
32 $4.34K

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