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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.08K+ 67.19% |
$363K - $391K
|
7.66K
$957K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
861+ 7.82% |
$102K - $109K
|
11.9K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.26K- 10.45% |
$148K - $160K
|
10.8K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-672- 1.99% |
$79.3K - $85.4K
|
33.1K
$4.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.24% |
$236 - $254
|
832
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.57K- 6.84% |
$185K - $199K
|
21.4K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 81.17% |
$50.9K - $54.8K
|
100
$12.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
876New |
$103K - $111K
|
876
$109K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
556+ 6.94% |
$65.6K - $70.6K
|
8.57K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265- 8.55% |
$31.3K - $33.7K
|
2.84K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-25- 0.2% |
$2.95K - $3.18K
|
12.8K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 2.62% |
$2.71K - $2.92K
|
854
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.23K+ 73.57% |
$381K - $410K
|
7.62K
$952K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 2.0% |
$748K - $806K
|
310K
$38.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-673- 0.81% |
$79.4K - $85.5K
|
82.2K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.41KNew |
$403K - $433K
|
3.41K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
253+ 6.87% |
$29.9K - $32.1K
|
3.94K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.8K- 17.64% |
$803K - $864K
|
31.8K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
21+ 0.3% |
$2.48K - $2.67K
|
6.98K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 0.26% |
$1.18K - $1.27K
|
3.77K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 2.14% |
$266K - $286K
|
103K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.35% |
$12.4K - $13.3K
|
1.86K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.52K+ 5.56% |
$297K - $320K
|
47.8K
$5.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-961- 8.35% |
$113K - $122K
|
10.5K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-630- 7.88% |
$74.3K - $80K
|
7.37K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5K+ 16.67% |
$590K - $635K
|
35K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-710- 15.5% |
$83.8K - $90.2K
|
3.87K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-47- 0.9% |
$5.55K - $5.97K
|
5.19K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.74KNew |
$205K - $221K
|
1.74K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 5.19% |
$4.48K - $4.83K
|
694
$86.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
248+ 4.49% |
$29.3K - $31.5K
|
5.77K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 3.74% |
$15.8K - $17K
|
3.45K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.07K- 12.91% |
$363K - $391K
|
20.7K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-622- 26.73% |
$73.4K - $79K
|
1.71K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
396+ 11.35% |
$46.7K - $50.3K
|
3.88K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-175- 4.05% |
$20.7K - $22.2K
|
4.15K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.71K- 1.72% |
$201K - $217K
|
97.4K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7+ 0.28% |
$826 - $889
|
2.51K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 4.54% |
$667K - $718K
|
119K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.15KNew |
$254K - $273K
|
2.15K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.72K+ 6.94% |
$675K - $726K
|
88.1K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16- 4.43% |
$1.89K - $2.03K
|
345
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5K+ 0.5% |
$590K - $636K
|
1M
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
695+ 8.19% |
$82K - $88.3K
|
9.18K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.11% |
$118 - $127
|
931
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-315- 2.27% |
$37.2K - $40K
|
13.6K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5KNew |
$590K - $635K
|
5K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 6.36% |
$5.43K - $5.84K
|
677
$84.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-68- 0.93% |
$8.02K - $8.64K
|
7.21K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 19.47% |
$268K - $289K
|
14K
$1.74M
|