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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 95.74% |
$208K - $223K
|
73
$10K
|
|
|
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
|
Regions Financial Corp
|
BUY
|
- |
59.2KNew |
$7.5M - $8.03M
|
59.2K
$8.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 4.25% |
$255K - $273K
|
49.4K
$6.78M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.35K- 55.96% |
$678K - $726K
|
4.21K
$578K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
130+ 3.21% |
$16.5K - $17.6K
|
4.19K
$575K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.43KNew |
$1.19M - $1.28M
|
9.43K
$1.29M
|
|
|
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
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.52K- 0.81% |
$1.08M - $1.16M
|
1.04M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-235- 1.73% |
$29.8K - $31.9K
|
13.3K
$1.83M
|
|
|
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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-205- 2.74% |
$26K - $27.8K
|
7.28K
$999K
|
|
|
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
|
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
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.82K- 7.16% |
$231K - $247K
|
23.6K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.18% |
$12.7K - $13.6K
|
8.38K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 2.78% |
$150K - $161K
|
43.8K
$6.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 108.83% |
$2.26M - $2.42M
|
34.2K
$4.69M
|
|
|
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
|
Destination Wealth Management
|
BUY
|
- |
12.4K+ 39.55% |
$1.57M - $1.68M
|
43.6K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
755+ 15.11% |
$95.6K - $102K
|
5.75K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 2.54% |
$3.67K - $3.93K
|
1.17K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
251+ 7.34% |
$31.8K - $34K
|
3.67K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.92K- 4.22% |
$1M - $1.07M
|
180K
$24.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17+ 0.16% |
$2.15K - $2.31K
|
10.6K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
60New |
$7.6K - $8.14K
|
60
$8.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
335New |
$42.4K - $45.4K
|
335
$46K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
166New |
$21K - $22.5K
|
166
$22.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.08K+ 11.47% |
$770K - $825K
|
59.1K
$8.12M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.61K- 72.37% |
$963K - $1.03M
|
2.9K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 7.35% |
$25.3K - $27.1K
|
2.52K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
108+ 6.62% |
$13.7K - $14.7K
|
1.74K
$239K
|
|