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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.99KNew |
$235K - $253K
|
1.99K
$230K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
44+ 0.8% |
$5.19K - $5.59K
|
5.58K
$645K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.23K+ 22.97% |
$145K - $156K
|
6.58K
$761K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.94KNew |
$347K - $374K
|
2.94K
$340K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.9K- 29.81% |
$1.88M - $2.02M
|
37.5K
$4.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.33KNew |
$275K - $296K
|
2.33K
$269K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$826 - $889
|
2.03K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.82K+ 56.89% |
$333K - $358K
|
7.77K
$898K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$354 - $381
|
4.32K
$499K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.23% |
$472 - $508
|
1.71K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-456- 4.8% |
$53.8K - $57.9K
|
9.04K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
436+ 12.18% |
$51.4K - $55.4K
|
4.02K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-203- 1.36% |
$24K - $25.8K
|
14.7K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14.3K+ 445.45% |
$1.69M - $1.82M
|
17.5K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135- 1.0% |
$15.9K - $17.2K
|
13.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.4K- 5.06% |
$3.47M - $3.74M
|
553K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.95K+ 3.4% |
$584K - $629K
|
151K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 0.42% |
$189K - $203K
|
385K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.7K- 2.47% |
$555K - $597K
|
185K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-246- 4.39% |
$29K - $31.3K
|
5.36K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-867- 0.37% |
$102K - $110K
|
234K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.49K- 2.34% |
$176K - $189K
|
62.2K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 6.73% |
$5.66K - $6.1K
|
665
$76.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.63K+ 77.91% |
$900K - $969K
|
17.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 3.66% |
$227K - $244K
|
50.6K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-85- 30.91% |
$10K - $10.8K
|
190
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131- 0.54% |
$15.5K - $16.6K
|
24.1K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-72- 0.36% |
$8.5K - $9.15K
|
19.7K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
724+ 16.16% |
$85.4K - $92K
|
5.2K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.59K- 0.37% |
$659K - $710K
|
1.49M
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-278- 9.15% |
$32.8K - $35.3K
|
2.76K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.2% |
$2.6K - $2.79K
|
10.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2K+ 50.93% |
$142K - $153K
|
3.56K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-629- 10.09% |
$74.2K - $79.9K
|
5.6K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 2.51% |
$2.48K - $2.67K
|
814
$94.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-77- 4.03% |
$9.09K - $9.78K
|
1.84K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.4K+ 135.75% |
$3.94M - $4.25M
|
58K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.2K- 18.32% |
$1.2M - $1.29M
|
45.4K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
163+ 6.59% |
$19.2K - $20.7K
|
2.64K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-497- 1.63% |
$58.6K - $63.1K
|
29.9K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
95+ 2.93% |
$11.2K - $12.1K
|
3.34K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 0.61% |
$826 - $889
|
1.15K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-279- 2.31% |
$32.9K - $35.4K
|
11.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.4K- 1.58% |
$2.17M - $2.33M
|
1.14M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.69KNew |
$199K - $215K
|
1.69K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-540- 6.23% |
$63.7K - $68.6K
|
8.13K
$939K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.51% |
$23.6K - $25.4K
|
2.87K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.42K+ 0.59% |
$403K - $434K
|
583K
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-862- 13.09% |
$102K - $110K
|
5.72K
$662K
|