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 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$133 - $140
|
8.24K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$209K - $220K
|
1.57K
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-101- 3.91% |
$13.4K - $14.1K
|
2.48K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386New |
$51.3K - $54K
|
386
$53K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 0.38% |
$2.13K - $2.24K
|
4.17K
$573K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
18+ 0.13% |
$2.39K - $2.52K
|
14.1K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-245- 11.8% |
$32.6K - $34.3K
|
1.83K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-24- 0.78% |
$3.19K - $3.36K
|
3.04K
$418K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.25% |
$3.19K - $3.36K
|
9.47K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
33New |
$4.39K - $4.61K
|
33
$4.53K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.22% |
$931 - $979
|
3.23K
$443K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.8KNew |
$373K - $392K
|
2.8K
$385K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.03K+ 6.13% |
$269K - $283K
|
35.1K
$4.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-22- 0.16% |
$2.92K - $3.08K
|
13.8K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
SELL
|
- |
-21- 1.15% |
$2.79K - $2.94K
|
1.81K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
24.6K+ 28.06% |
$3.26M - $3.43M
|
112K
$15.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
49+ 0.81% |
$6.51K - $6.85K
|
6.09K
$837K
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3+ 0.31% |
$399 - $419
|
978
$134K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-310- 2.7% |
$41.2K - $43.3K
|
11.2K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-1.01K- 28.8% |
$134K - $141K
|
2.49K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
145+ 2.76% |
$19.3K - $20.3K
|
5.4K
$741K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-506- 9.93% |
$67.3K - $70.7K
|
4.59K
$630K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-35- 2.61% |
$4.65K - $4.89K
|
1.3K
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.33K- 42.9% |
$310K - $326K
|
3.1K
$426K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.6K- 35.57% |
$213K - $224K
|
2.91K
$399K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-414- 2.87% |
$55K - $57.9K
|
14K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
8.26KNew |
$1.1M - $1.15M
|
8.26K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-32- 0.69% |
$4.25K - $4.47K
|
4.62K
$635K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.46% |
$3.32K - $3.5K
|
5.42K
$745K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$133 - $140
|
4.99K
$685K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.2% |
$665 - $699
|
2.51K
$345K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-62- 1.79% |
$8.24K - $8.67K
|
3.39K
$466K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-937- 2.18% |
$125K - $131K
|
42K
$5.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.77KNew |
$235K - $247K
|
1.77K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.14% |
$665 - $699
|
3.69K
$507K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-55- 2.06% |
$7.31K - $7.69K
|
2.62K
$360K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37- 1.6% |
$4.92K - $5.17K
|
2.27K
$312K
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-3.79K- 30.34% |
$504K - $530K
|
8.71K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 5.54% |
$141K - $148K
|
20.2K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.9K- 18.89% |
$1.58M - $1.66M
|
51.1K
$7.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.75K+ 1.67% |
$631K - $664K
|
290K
$39.8M
|
|
|
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
|
|