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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-362- 9.59% |
$37.1K - $40.9K
|
3.41K
$469K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.91K+ 15.88% |
$195K - $215K
|
13.9K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$8.6K - $9.49K
|
84
$11.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
113KNew |
$11.6M - $12.8M
|
113K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
116New |
$11.9K - $13.1K
|
116
$15.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.09KNew |
$419K - $462K
|
4.09K
$561K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
280+ 3.65% |
$27.6K - $30.6K
|
7.96K
$1.09M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91KNew |
$287K - $318K
|
2.91K
$400K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.94KNew |
$486K - $539K
|
4.94K
$678K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 25.0% |
$98.5 - $109
|
5
$687
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.43KNew |
$240K - $266K
|
2.43K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 87.25% |
$25.6K - $28.4K
|
38
$5.22K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60- 2.34% |
$5.91K - $6.55K
|
2.5K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-344- 1.22% |
$33.9K - $37.6K
|
28K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 35.24% |
$473K - $525K
|
18.4K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.17KNew |
$213K - $236K
|
2.17K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
345New |
$34K - $37.7K
|
345
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
168+ 1.55% |
$16.5K - $18.3K
|
11K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155Closed |
$15.3K - $16.9K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.93K- 48.15% |
$289K - $320K
|
3.16K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21New |
$2.07K - $2.29K
|
21
$2.88K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-92- 1.35% |
$9.06K - $10K
|
6.72K
$922K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-661- 10.02% |
$65.1K - $72.2K
|
5.94K
$815K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.3KNew |
$325K - $361K
|
3.3K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
13.6KNew |
$1.34M - $1.48M
|
13.6K
$1.86M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.71% |
$98.5 - $109
|
141
$19.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.71K- 21.99% |
$266K - $295K
|
9.6K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.6K- 95.24% |
$158K - $175K
|
80
$11K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.19% |
$197 - $218
|
1.05K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.9KNew |
$187K - $207K
|
1.9K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$181K - $201K
|
1.84K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.83KNew |
$378K - $419K
|
3.83K
$526K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
512New |
$50.4K - $55.9K
|
512
$70.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
1.83KNew |
$181K - $200K
|
1.83K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-525- 18.43% |
$51.7K - $57.3K
|
2.32K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.96K- 49.58% |
$292K - $323K
|
3.01K
$414K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54+ 30.0% |
$5.32K - $5.9K
|
234
$32.1K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-50- 1.23% |
$4.92K - $5.46K
|
4K
$549K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
503New |
$49.5K - $54.9K
|
503
$69.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$2.86K - $3.17K
|
3.83K
$526K
|
|
| Q4 2023 | |||||||
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
315+ 50.16% |
$26.9K - $31.8K
|
943
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
71New |
$6.06K - $7.16K
|
71
$9.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-175- 4.64% |
$14.9K - $17.7K
|
3.6K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 3.48% |
$9.22K - $10.9K
|
3K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
27.1KNew |
$2.31M - $2.73M
|
27.1K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
385New |
$32.9K - $38.8K
|
385
$52.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
10.6M+ 139.37% |
$905M - $1.07B
|
18.2M
$2.5B
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.94KNew |
$678K - $801K
|
7.94K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$249K - $294K
|
2.92K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $220K
|
2.18K
$299K
|
|