Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
12.5KNew |
$1.28M - $1.59M
|
12.5K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.21K+ 8.63% |
$429K - $533K
|
52.9K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.99KNew |
$203K - $252K
|
1.99K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.12K+ 31.03% |
$114K - $142K
|
4.72K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
541+ 1.83% |
$55.2K - $68.6K
|
30K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
529+ 28.05% |
$53.9K - $67.1K
|
2.42K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
472+ 1.1% |
$48.1K - $59.8K
|
43.2K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
421+ 6.38% |
$42.9K - $53.4K
|
7.02K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
328+ 5.88% |
$33.4K - $41.6K
|
5.91K
$750K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
317+ 6.27% |
$32.3K - $40.2K
|
5.38K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
194+ 5.66% |
$19.8K - $24.6K
|
3.62K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
112+ 4.54% |
$11.4K - $14.2K
|
2.58K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
86+ 2.9% |
$8.77K - $10.9K
|
3.05K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
63+ 0.25% |
$6.42K - $7.99K
|
25.2K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
55+ 0.25% |
$5.61K - $6.97K
|
22.4K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
52+ 8.77% |
$5.3K - $6.59K
|
645
$81.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
27+ 0.65% |
$2.75K - $3.42K
|
4.17K
$529K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.21% |
$2.04K - $2.54K
|
9.43K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19+ 0.88% |
$1.94K - $2.41K
|
2.17K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$116K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$510 - $634
|
2.07K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.16% |
$408 - $507
|
2.5K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $127
|
2.05K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $127
|
5.01K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $127
|
3.39K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34- 0.01% |
$3.47K - $4.31K
|
287K
$36.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.31% |
$3.98K - $4.94K
|
12.5K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-40- 4.48% |
$4.08K - $5.07K
|
853
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.94% |
$5.1K - $6.34K
|
2.53K
$321K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-130- 4.75% |
$13.3K - $16.5K
|
2.61K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-134- 1.13% |
$13.7K - $17K
|
11.7K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-138- 7.6% |
$14.1K - $17.5K
|
1.68K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-139- 2.86% |
$14.2K - $17.6K
|
4.72K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-165- 2.92% |
$16.8K - $20.9K
|
5.48K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 4.07% |
$20.4K - $25.4K
|
4.72K
$599K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 28.82% |
$20.4K - $25.4K
|
494
$62.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-201- 2.13% |
$20.5K - $25.5K
|
9.22K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 7.64% |
$25.4K - $31.6K
|
3.01K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-293- 1.69% |
$29.9K - $37.1K
|
17.1K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-351- 3.98% |
$35.8K - $44.5K
|
8.47K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-386- 6.0% |
$39.4K - $48.9K
|
6.05K
$767K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-400- 13.0% |
$40.8K - $50.7K
|
2.68K
$340K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-564- 12.1% |
$57.5K - $71.5K
|
4.1K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-684- 0.9% |
$69.7K - $86.7K
|
75.7K
$9.61M
|