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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$968K - $1.04M
|
7.65K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
25New |
$3.17K - $3.39K
|
25
$3.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.35K- 17.31% |
$1.06M - $1.13M
|
39.9K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$815K - $873K
|
6.43K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-163- 47.25% |
$20.6K - $22.1K
|
182
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92K+ 44.61% |
$11.7M - $12.5M
|
298K
$40.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-495- 0.77% |
$62.7K - $67.1K
|
63.8K
$8.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.84K- 24.63% |
$360K - $386K
|
8.7K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7K+ 44.05% |
$3.63M - $3.89M
|
93.7K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19- 0.24% |
$2.41K - $2.58K
|
7.88K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 1.87% |
$411K - $440K
|
170K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-104- 2.94% |
$13.2K - $14.1K
|
3.44K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157- 2.88% |
$19.9K - $21.3K
|
5.3K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.93KNew |
$244K - $262K
|
1.93K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7+ 0.3% |
$886 - $950
|
2.3K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-685- 0.38% |
$86.7K - $92.9K
|
182K
$25M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$380 - $407
|
4.26K
$585K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-847- 13.7% |
$107K - $115K
|
5.33K
$732K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.11K- 2.18% |
$1.03M - $1.1M
|
363K
$49.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
185New |
$23.4K - $25.1K
|
185
$25.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$2.15K - $2.31K
|
7.03K
$966K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
128+ 0.42% |
$16.2K - $17.4K
|
30.4K
$4.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.16K
$434K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.9KNew |
$241K - $258K
|
1.9K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27+ 0.27% |
$3.42K - $3.66K
|
9.88K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.84K- 5.41% |
$360K - $386K
|
49.7K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$633 - $678
|
3.09K
$424K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
4+ 0.09% |
$507 - $543
|
4.38K
$601K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.09K- 25.81% |
$265K - $284K
|
6.01K
$825K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-208- 10.43% |
$26.3K - $28.2K
|
1.79K
$245K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 12.47% |
$141K - $151K
|
10K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-430- 5.65% |
$54.5K - $58.3K
|
7.18K
$985K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.81K+ 5.49% |
$229K - $246K
|
34.8K
$4.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
166+ 2.71% |
$21K - $22.5K
|
6.28K
$863K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
868+ 3.63% |
$110K - $118K
|
24.8K
$3.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5- 0.02% |
$633 - $678
|
27.5K
$3.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$127 - $136
|
5.08K
$698K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.2K+ 2.38% |
$1.29M - $1.38M
|
437K
$59.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.24% |
$760 - $814
|
2.5K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.3K- 3.36% |
$1.31M - $1.4M
|
296K
$40.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.32% |
$886 - $950
|
2.19K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.6K- 7.68% |
$4.76M - $5.1M
|
452K
$62.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-37- 1.36% |
$4.69K - $5.02K
|
2.69K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.33K+ 5.03% |
$295K - $316K
|
48.7K
$6.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-53- 0.17% |
$6.71K - $7.19K
|
30.9K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-26- 0.99% |
$3.29K - $3.53K
|
2.59K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-61- 3.31% |
$7.73K - $8.27K
|
1.78K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-7.71K- 79.98% |
$977K - $1.05M
|
1.93K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4- 0.01% |
$507 - $543
|
30K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30- 1.41% |
$3.8K - $4.07K
|
2.1K
$288K
|
|