Purchases and Sales Made in Q1 2025 in Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI USA ESG SELECT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-103- 0.72% |
$11.7K - $13K
|
14.3K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-106- 5.68% |
$12K - $13.4K
|
1.76K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 0.97% |
$13.6K - $15.2K
|
12.2K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-122- 3.15% |
$13.8K - $15.4K
|
3.75K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 4.73% |
$13.9K - $15.5K
|
2.48K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127- 1.49% |
$14.4K - $16K
|
8.4K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127- 4.18% |
$14.4K - $16K
|
2.91K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-131- 1.1% |
$14.8K - $16.6K
|
11.7K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-134- 5.04% |
$15.2K - $16.9K
|
2.53K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-136- 0.41% |
$15.4K - $17.2K
|
33K
$4.19M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-145- 16.55% |
$16.4K - $18.3K
|
731
$92.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-154- 2.75% |
$17.4K - $19.5K
|
5.45K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$17.4K - $19.5K
|
154
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-160- 1.72% |
$18.1K - $20.2K
|
9.13K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-167- 3.22% |
$18.9K - $21.1K
|
5.02K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-168- 19.67% |
$19K - $21.2K
|
686
$87.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-170- 1.89% |
$19.2K - $21.5K
|
8.82K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-172- 5.63% |
$19.5K - $21.7K
|
2.88K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 3.02% |
$20.2K - $22.5K
|
5.71K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 8.78% |
$22.1K - $24.6K
|
2.03K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-198- 24.32% |
$22.4K - $25K
|
616
$78.2K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.44% |
$22.6K - $25.3K
|
4.3K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-212- 9.96% |
$24K - $26.8K
|
1.92K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-215- 5.09% |
$24.3K - $27.2K
|
4.01K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-225- 10.63% |
$25.5K - $28.4K
|
1.89K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-233- 2.38% |
$26.4K - $29.4K
|
9.56K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-235- 0.39% |
$26.6K - $29.7K
|
59.7K
$7.58M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-239- 8.43% |
$27.1K - $30.2K
|
2.6K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-247- 42.59% |
$28K - $31.2K
|
333
$42.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-248- 4.82% |
$28.1K - $31.3K
|
4.9K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.16% |
$29.2K - $32.6K
|
4.74K
$602K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-267- 10.13% |
$30.2K - $33.7K
|
2.37K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 2.02% |
$31.1K - $34.7K
|
13.3K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-295- 4.97% |
$33.4K - $37.3K
|
5.65K
$717K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-299- 6.14% |
$33.9K - $37.8K
|
4.57K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 9.01% |
$35.2K - $39.3K
|
3.14K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-314- 2.08% |
$35.6K - $39.7K
|
14.8K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-317- 2.6% |
$35.9K - $40.1K
|
11.9K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-317- 9.75% |
$35.9K - $40.1K
|
2.93K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.85% |
$36.5K - $40.7K
|
8.05K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-325- 1.96% |
$36.8K - $41.1K
|
16.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-327- 2.12% |
$37K - $41.3K
|
15.1K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-330- 14.8% |
$37.4K - $41.7K
|
1.9K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-365- 6.99% |
$41.3K - $46.1K
|
4.85K
$616K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-366- 1.87% |
$41.4K - $46.2K
|
19.2K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-373- 1.73% |
$42.2K - $47.1K
|
21.1K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-389- 4.59% |
$44K - $49.2K
|
8.09K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-415- 4.96% |
$47K - $52.4K
|
7.96K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-469- 5.11% |
$53.1K - $59.3K
|
8.71K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-493- 1.34% |
$55.8K - $62.3K
|
36.3K
$4.6M
|