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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.8K- 3.3% |
$3.16M - $3.4M
|
786K
$96.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
436+ 12.18% |
$51.4K - $55.4K
|
4.02K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-246- 4.39% |
$29K - $31.3K
|
5.36K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-867- 0.37% |
$102K - $110K
|
234K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-278- 9.15% |
$32.8K - $35.3K
|
2.76K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.59K- 0.37% |
$659K - $710K
|
1.49M
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
724+ 16.16% |
$85.4K - $92K
|
5.2K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-72- 0.36% |
$8.5K - $9.15K
|
19.7K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131- 0.54% |
$15.5K - $16.6K
|
24.1K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-85- 30.91% |
$10K - $10.8K
|
190
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 3.66% |
$227K - $244K
|
50.6K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.49K- 2.34% |
$176K - $189K
|
62.2K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 6.73% |
$5.66K - $6.1K
|
665
$82.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-203- 1.36% |
$24K - $25.8K
|
14.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14.3K+ 445.45% |
$1.69M - $1.82M
|
17.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-862- 13.09% |
$102K - $110K
|
5.72K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.42K+ 0.59% |
$403K - $434K
|
583K
$71.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2K+ 50.93% |
$142K - $153K
|
3.56K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.51% |
$23.6K - $25.4K
|
2.87K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-540- 6.23% |
$63.7K - $68.6K
|
8.13K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.2% |
$2.6K - $2.79K
|
10.9K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-456- 4.8% |
$53.8K - $57.9K
|
9.04K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.63K+ 77.91% |
$900K - $969K
|
17.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135- 1.0% |
$15.9K - $17.2K
|
13.4K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.4K- 5.06% |
$3.47M - $3.74M
|
553K
$68.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.95K+ 3.4% |
$584K - $629K
|
151K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 0.42% |
$189K - $203K
|
385K
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.7K- 2.47% |
$555K - $597K
|
185K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.13K+ 11.98% |
$133K - $143K
|
10.5K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
56+ 2.59% |
$6.61K - $7.11K
|
2.22K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
308New |
$36.3K - $39.1K
|
308
$38K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.95K- 3.15% |
$230K - $248K
|
60K
$7.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
187+ 3.54% |
$22.1K - $23.8K
|
5.47K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.9KNew |
$2.58M - $2.78M
|
21.9K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.19K- 7.07% |
$495K - $532K
|
55.1K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-454- 13.7% |
$53.6K - $57.7K
|
2.86K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-166- 2.33% |
$19.6K - $21.1K
|
6.95K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.62K- 36.1% |
$899K - $968K
|
13.5K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
32.4K+ 93.53% |
$3.82M - $4.11M
|
67K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 106.25% |
$802K - $864K
|
13.2K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 3.5% |
$124K - $134K
|
28.9K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
288+ 0.56% |
$34K - $36.6K
|
52K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45New |
$5.31K - $5.72K
|
45
$5.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
5.6KNew |
$661K - $711K
|
5.6K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
710+ 2.58% |
$83.8K - $90.2K
|
28.2K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 0.48% |
$4.48K - $4.83K
|
7.86K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 3.23% |
$7.32K - $7.88K
|
1.86K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.16K+ 0.58% |
$255K - $274K
|
373K
$46M
|