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 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $220K
|
2.18K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.95KNew |
$508K - $600K
|
5.95K
$816K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.97KNew |
$254K - $300K
|
2.97K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.75KNew |
$235K - $277K
|
2.75K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-25- 0.98% |
$2.13K - $2.52K
|
2.53K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.9K- 16.45% |
$162K - $191K
|
9.62K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.55K+ 63.37% |
$303K - $358K
|
9.16K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 80.0% |
$683 - $807
|
18
$2.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18New |
$1.54K - $1.82K
|
18
$2.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.12KNew |
$181K - $214K
|
2.12K
$292K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
7.34KNew |
$627K - $740K
|
7.34K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2KNew |
$171K - $202K
|
2K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $217K
|
2.15K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$12.8K - $15.1K
|
150
$20.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$939 - $1.11K
|
3.9K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.83KNew |
$498K - $588K
|
5.83K
$801K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.79% |
$256 - $303
|
385
$52.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
431New |
$36.8K - $43.5K
|
431
$59.2K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
85New |
$7.61K - $8.25K
|
85
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-706- 2.72% |
$63.2K - $68.6K
|
25.3K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
460+ 14.45% |
$41.2K - $44.7K
|
3.64K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.2K- 11.28% |
$197K - $214K
|
17.3K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.03% |
$89.5 - $97.1
|
2.9K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.4KNew |
$1.02M - $1.11M
|
11.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.09KNew |
$724K - $785K
|
8.09K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 9.79% |
$3.4K - $3.69K
|
350
$48.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.75K- 70.59% |
$514K - $558K
|
2.39K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
350+ 15.17% |
$31.3K - $34K
|
2.66K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-69- 28.99% |
$6.17K - $6.7K
|
169
$23.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.75K- 1.39% |
$246K - $267K
|
195K
$26.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$3.04K - $3.3K
|
34
$4.67K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
500+ 22.79% |
$44.7K - $48.6K
|
2.69K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-240- 9.45% |
$21.5K - $23.3K
|
2.3K
$316K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.24K - $2.43K
|
25
$3.43K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 2.23% |
$4.83K - $5.24K
|
2.37K
$326K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 10.75% |
$895 - $971
|
83
$11.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-141- 3.49% |
$12.6K - $13.7K
|
3.9K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$53.7K - $58.3K
|
600
$82.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$34.9K - $37.9K
|
390
$53.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 78.89% |
$2.88M - $3.12M
|
8.61K
$1.18M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 13.78% |
$164K - $180K
|
12K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$4.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.12KNew |
$181K - $198K
|
2.12K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$771 - $843
|
9
$1.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-54- 1.02% |
$4.63K - $5.06K
|
5.26K
$723K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$57K - $62.3K
|
665
$91.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-403- 2.46% |
$34.5K - $37.7K
|
16K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.35K- 88.52% |
$116K - $126K
|
175
$24K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-858- 99.54% |
$73.5K - $80.3K
|
4
$549
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$207K - $226K
|
2.42K
$332K
|
|