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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$185K - $200K
|
2.28K
$280K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
382New |
$31.1K - $33.5K
|
382
$46.9K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16K+ 100.0% |
$1.16M - $1.32M
|
32K
$3.93M
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.92K+ 97.17% |
$644K - $734K
|
18.1K
$2.22M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.56KNew |
$402K - $458K
|
5.56K
$683K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$325K - $371K
|
4.5K
$552K
|
|
|
Jan 25, 2021
Q4 2020
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.66KNew |
$192K - $219K
|
2.66K
$327K
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
1.82K+ 100.0% |
$132K - $150K
|
3.65K
$448K
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
1.39K+ 100.0% |
$100K - $114K
|
2.78K
$341K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.36K+ 100.0% |
$98.2K - $112K
|
2.72K
$334K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425+ 100.0% |
$30.7K - $35K
|
850
$104K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
330New |
$23.8K - $27.2K
|
330
$40.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 100.0% |
$1.3K - $1.48K
|
36
$4.42K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.89KNew |
N/A
|
6.89K
$846K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$123
|
|