Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7K+ 81.41% |
$9.21M - $9.86M
|
162K
$22M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.47K+ 84.31% |
$439K - $471K
|
7.59K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.32K+ 7.55% |
$294K - $315K
|
33.1K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.77KNew |
$225K - $241K
|
1.77K
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.5KNew |
$190K - $203K
|
1.5K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.49KNew |
$189K - $202K
|
1.49K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.31K+ 10.5% |
$166K - $178K
|
13.8K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
969+ 12.46% |
$123K - $131K
|
8.75K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
580+ 34.9% |
$73.5K - $78.7K
|
2.24K
$304K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
273+ 16.99% |
$34.6K - $37K
|
1.88K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
220+ 4.81% |
$27.9K - $29.8K
|
4.8K
$650K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
73+ 11.32% |
$9.24K - $9.9K
|
718
$97.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68+ 2.01% |
$8.61K - $9.22K
|
3.46K
$469K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
65+ 1.79% |
$8.23K - $8.82K
|
3.69K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
65+ 3.83% |
$8.23K - $8.82K
|
1.76K
$239K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22+ 0.87% |
$2.79K - $2.98K
|
2.55K
$346K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
13+ 0.19% |
$1.65K - $1.76K
|
7.03K
$954K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.15% |
$1.14K - $1.22K
|
5.98K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.24% |
$507 - $543
|
1.69K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.38K
$459K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $136
|
5.08K
$689K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$127 - $136
|
165
$22.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$633 - $678
|
21.2K
$2.88M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12- 0.47% |
$1.52K - $1.63K
|
2.57K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 0.36% |
$1.9K - $2.03K
|
4.16K
$564K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20- 0.14% |
$2.53K - $2.71K
|
14.7K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-40- 0.32% |
$5.07K - $5.43K
|
12.5K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-48- 0.99% |
$6.08K - $6.51K
|
4.82K
$653K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60- 2.5% |
$7.6K - $8.14K
|
2.34K
$318K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-62- 0.82% |
$7.85K - $8.41K
|
7.53K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71- 2.98% |
$8.99K - $9.63K
|
2.31K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-95- 4.5% |
$12K - $12.9K
|
2.02K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-103- 4.84% |
$13K - $14K
|
2.02K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-206- 24.15% |
$26.1K - $27.9K
|
647
$87.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-306- 16.46% |
$38.8K - $41.5K
|
1.55K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-346- 0.8% |
$43.8K - $46.9K
|
42.9K
$5.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-445- 11.3% |
$56.4K - $60.4K
|
3.49K
$474K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-554- 13.52% |
$70.2K - $75.2K
|
3.55K
$481K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-559- 10.72% |
$70.8K - $75.8K
|
4.65K
$631K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-794- 4.0% |
$101K - $108K
|
19K
$2.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 16.17% |
$174K - $186K
|
7.11K
$964K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.94% |
$191K - $204K
|
28.9K
$3.93M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.85K- 11.35% |
$234K - $251K
|
14.4K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.11K- 33.19% |
$267K - $286K
|
4.25K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.62K- 36.75% |
$332K - $355K
|
4.51K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.47K- 4.2% |
$567K - $607K
|
102K
$13.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-6.08K- 15.13% |
$769K - $824K
|
34.1K
$4.62M
|