Latest Institutional Transactions on Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Usa Esg Select (SUSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
473+ 9.18% |
$62.9K - $66.1K
|
5.62K
$772K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.8% |
$3.32K - $3.5K
|
3.17K
$435K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.97K- 2.07% |
$262K - $276K
|
93.2K
$12.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $140
|
3.53K
$485K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25- 0.64% |
$3.32K - $3.5K
|
3.86K
$529K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.66KNew |
$487K - $512K
|
3.66K
$503K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.12K- 3.28% |
$148K - $156K
|
33K
$4.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 1.22% |
$3.32K - $3.5K
|
2.02K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$665 - $699
|
2.08K
$286K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 75.0% |
$39.9K - $41.9K
|
100
$13.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
99+ 13.79% |
$13.2K - $13.8K
|
817
$112K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-73- 0.34% |
$9.7K - $10.2K
|
21.1K
$2.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.51K+ 10.66% |
$200K - $211K
|
15.6K
$2.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-112- 1.4% |
$14.9K - $15.7K
|
7.88K
$1.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
734New |
$97.6K - $103K
|
734
$101K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
846+ 26.24% |
$107K - $115K
|
4.07K
$559K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.49K- 9.93% |
$442K - $474K
|
31.7K
$4.35M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
3KNew |
$380K - $407K
|
3K
$412K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.7K- 50.0% |
$342K - $366K
|
2.7K
$371K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-327- 18.3% |
$41.4K - $44.4K
|
1.46K
$200K
|
|
|
Nov 21, 2025
Q3 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.5KNew |
$190K - $203K
|
1.5K
$206K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.72K- 16.94% |
$471K - $505K
|
18.3K
$2.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-214- 1.92% |
$27.1K - $29K
|
10.9K
$1.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 95.74% |
$208K - $223K
|
73
$10K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
59.2KNew |
$7.5M - $8.03M
|
59.2K
$8.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.35K- 55.96% |
$678K - $726K
|
4.21K
$578K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 4.25% |
$255K - $273K
|
49.4K
$6.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.43KNew |
$1.19M - $1.28M
|
9.43K
$1.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
130+ 3.21% |
$16.5K - $17.6K
|
4.19K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-205- 2.74% |
$26K - $27.8K
|
7.28K
$999K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-328- 5.29% |
$41.5K - $44.5K
|
5.88K
$807K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.68K+ 11.88% |
$213K - $228K
|
15.8K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
425+ 3.42% |
$53.8K - $57.7K
|
12.9K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 13.81% |
$51.3K - $54.9K
|
2.53K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.87K+ 1007.53% |
$237K - $254K
|
2.06K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-104- 4.11% |
$13.2K - $14.1K
|
2.42K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-144- 1.35% |
$18.2K - $19.5K
|
10.5K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.1K+ 1459.0% |
$5.97M - $6.39M
|
50.3K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 1.57% |
$2.91M - $3.12M
|
1.44M
$198M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-235- 1.73% |
$29.8K - $31.9K
|
13.3K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 39.06% |
$2.73M - $2.93M
|
33.7K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96.8K- 16.39% |
$12.3M - $13.1M
|
493K
$67.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.82K- 7.16% |
$231K - $247K
|
23.6K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.41K- 2.06% |
$178K - $191K
|
66.8K
$9.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.99K+ 246.37% |
$632K - $677K
|
7.01K
$963K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
308+ 89.53% |
$39K - $41.8K
|
652
$89.5K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
18.7K+ 3.71% |
$2.37M - $2.54M
|
522K
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 1.13% |
$21.3K - $22.8K
|
14.7K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-860- 1.78% |
$109K - $117K
|
47.5K
$6.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 7.35% |
$25.3K - $27.1K
|
2.52K
$346K
|
|