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 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 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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-328- 4.28% |
$41.5K - $44.5K
|
7.34K
$1.01M
|
|
|
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
|
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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.96K+ 4.8% |
$755K - $808K
|
130K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.96K- 9.53% |
$248K - $266K
|
18.6K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
99+ 0.56% |
$12.5K - $13.4K
|
17.7K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-458- 14.72% |
$58K - $62.1K
|
2.65K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
445+ 3.21% |
$56.4K - $60.4K
|
14.3K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-24- 1.17% |
$3.04K - $3.26K
|
2.04K
$279K
|
|
|
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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22New |
$2.79K - $2.98K
|
22
$3.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-140- 3.0% |
$17.7K - $19K
|
4.52K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23- 0.47% |
$2.91K - $3.12K
|
4.88K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-537- 5.53% |
$68K - $72.8K
|
9.17K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.54K- 33.61% |
$195K - $209K
|
3.04K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 45.38% |
$2.08M - $2.22M
|
19.7K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.18KNew |
$276K - $296K
|
2.18K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.06% |
$127 - $136
|
1.67K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-21- 0.53% |
$2.66K - $2.85K
|
3.95K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-233- 4.62% |
$29.5K - $31.6K
|
4.81K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 3.2% |
$132K - $141K
|
33.6K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 3.92% |
$1.52M - $1.63M
|
295K
$40.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 0.11% |
$4.18K - $4.48K
|
29.1K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
178+ 0.9% |
$22.5K - $24.1K
|
19.9K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
8.05K+ 13.83% |
$1.02M - $1.09M
|
66.2K
$9.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.9KNew |
$241K - $258K
|
1.9K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
250New |
$31.7K - $33.9K
|
250
$34.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3KNew |
$2.44M - $2.62M
|
19.3K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.19K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 44.34% |
$285K - $305K
|
2.82K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.64K+ 6.88% |
$207K - $222K
|
25.4K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-166- 3.43% |
$21K - $22.5K
|
4.67K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-555- 7.16% |
$70.3K - $75.3K
|
7.2K
$988K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-104- 2.15% |
$13.2K - $14.1K
|
4.74K
$651K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-45- 3.25% |
$5.7K - $6.1K
|
1.34K
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-506- 1.34% |
$64.1K - $68.6K
|
37.4K
$5.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.9K- 17.87% |
$241K - $258K
|
8.74K
$1.2M
|
|