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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-295- 4.97% |
$33.4K - $37.3K
|
5.65K
$644K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 65.23% |
$146K - $163K
|
3.26K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
232New |
$26.3K - $29.3K
|
232
$26.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.25% |
$679 - $758
|
2.38K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-172- 5.63% |
$19.5K - $21.7K
|
2.88K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $126
|
7.05K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5K- 56.31% |
$566K - $632K
|
3.88K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.69% |
$2.6K - $2.91K
|
1.34K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 2.43% |
$62K - $69.2K
|
22K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-75- 2.17% |
$8.49K - $9.48K
|
3.39K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 29.2% |
$280K - $312K
|
5.99K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$113 - $126
|
1.82K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38.5K- 74.62% |
$4.36M - $4.86M
|
13.1K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
928+ 1.23% |
$105K - $117K
|
76.4K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
23.8K+ 9.04% |
$2.7M - $3.01M
|
287K
$32.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-267- 10.13% |
$30.2K - $33.7K
|
2.37K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-50- 2.27% |
$5.66K - $6.32K
|
2.15K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$226 - $253
|
8.78K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
150+ 1.63% |
$17K - $19K
|
9.35K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.96K+ 1176.37% |
$902K - $1.01M
|
8.64K
$986K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 3.35% |
$7.59K - $8.47K
|
2.07K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127- 4.18% |
$14.4K - $16K
|
2.91K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-27- 0.78% |
$3.06K - $3.41K
|
3.43K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$23.4K - $26.2K
|
207
$23.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$906 - $1.01K
|
32.1K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89KNew |
$214K - $238K
|
1.89K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 1.33% |
$7.93K - $8.85K
|
5.21K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
410New |
$46.4K - $51.8K
|
410
$46.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 4.73% |
$13.9K - $15.5K
|
2.48K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.45% |
$1.7K - $1.9K
|
3.28K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-317- 2.6% |
$35.9K - $40.1K
|
11.9K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-620- 14.69% |
$70.2K - $78.3K
|
3.6K
$411K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
409+ 3.11% |
$46.3K - $51.7K
|
13.5K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-543- 4.08% |
$61.5K - $68.6K
|
12.8K
$1.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50.6K- 51.05% |
$5.73M - $6.4M
|
48.5K
$5.54M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.11K+ 4.4% |
$465K - $519K
|
97.5K
$11.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-73- 3.01% |
$8.27K - $9.22K
|
2.35K
$269K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.54K+ 2.57% |
$299K - $322K
|
101K
$11.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.99KNew |
$235K - $253K
|
1.99K
$227K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
44+ 0.8% |
$5.19K - $5.59K
|
5.58K
$637K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.23K+ 22.97% |
$145K - $156K
|
6.58K
$751K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.94KNew |
$347K - $374K
|
2.94K
$336K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.9K- 29.81% |
$1.88M - $2.02M
|
37.5K
$4.28M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.33KNew |
$275K - $296K
|
2.33K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.82K+ 56.89% |
$333K - $358K
|
7.77K
$887K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$826 - $889
|
2.03K
$231K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$354 - $381
|
4.32K
$493K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.23% |
$472 - $508
|
1.71K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-203- 1.36% |
$24K - $25.8K
|
14.7K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.06M
|
|