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 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.19K- 7.07% |
$495K - $532K
|
55.1K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.9KNew |
$2.58M - $2.78M
|
21.9K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-454- 13.7% |
$53.6K - $57.7K
|
2.86K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.95K- 3.15% |
$230K - $248K
|
60K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-166- 2.33% |
$19.6K - $21.1K
|
6.95K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.62K- 36.1% |
$899K - $968K
|
13.5K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
32.4K+ 93.53% |
$3.82M - $4.11M
|
67K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8K+ 106.25% |
$802K - $864K
|
13.2K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 3.5% |
$124K - $134K
|
28.9K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
288+ 0.56% |
$34K - $36.6K
|
52K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45New |
$5.31K - $5.72K
|
45
$5.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
5.6KNew |
$661K - $711K
|
5.6K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 0.48% |
$4.48K - $4.83K
|
7.86K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.42K- 4.27% |
$167K - $180K
|
31.8K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.16K+ 0.58% |
$255K - $274K
|
373K
$46.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-132- 1.63% |
$15.6K - $16.8K
|
7.96K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
336New |
$39.6K - $42.7K
|
336
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.07KNew |
$245K - $263K
|
2.07K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196+ 4.08% |
$23.1K - $24.9K
|
5K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 2.95% |
$182K - $196K
|
53.8K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-711- 3.21% |
$83.9K - $90.3K
|
21.4K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-128- 0.88% |
$15.1K - $16.3K
|
14.4K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 18.71% |
$1.26M - $1.36M
|
46.5K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 3.23% |
$7.32K - $7.88K
|
1.86K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72.9K- 99.98% |
$8.6M - $9.26M
|
12
$1.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.75K+ 44.6% |
$560K - $603K
|
15.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-426- 0.92% |
$50.3K - $54.1K
|
45.7K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-420- 4.46% |
$49.6K - $53.4K
|
8.99K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 4.56% |
$835K - $899K
|
162K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.55K+ 9.73% |
$537K - $578K
|
51.3K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.57KNew |
$421K - $453K
|
3.57K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
369+ 3.07% |
$43.5K - $46.9K
|
12.4K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-733- 5.8% |
$86.5K - $93.1K
|
11.9K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
387+ 4.6% |
$45.7K - $49.2K
|
8.8K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-20- 0.17% |
$2.36K - $2.54K
|
11.7K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.61KNew |
$307K - $331K
|
2.61K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.84KNew |
$453K - $488K
|
3.84K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 0.96% |
$26.7K - $28.7K
|
23.3K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
8.37KNew |
$988K - $1.06M
|
8.37K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 1.21% |
$2.27M - $2.45M
|
1.61M
$201M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11K- 7.18% |
$1.3M - $1.4M
|
143K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.76K+ 21895.0% |
$1.03M - $1.11M
|
8.8K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$204K - $219K
|
1.73K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 7.44% |
$2.08M - $2.24M
|
255K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 2.71% |
$1.27M - $1.37M
|
386K
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-71- 0.47% |
$8.38K - $9.02K
|
14.9K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 11.9% |
$1.18K - $1.27K
|
74
$9.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 8.24% |
$19.1K - $20.6K
|
1.8K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11K- 5.55% |
$1.29M - $1.39M
|
186K
$23.3M
|