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 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.42% |
$127 - $136
|
239
$32.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 2.28% |
$12.7K - $13.6K
|
4.28K
$588K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.59KNew |
$581K - $623K
|
4.59K
$630K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 2.76% |
$1.9K - $2.03K
|
559
$76.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-563- 2.52% |
$71.3K - $76.4K
|
21.8K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 1.64% |
$187K - $200K
|
88.6K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.38K- 40.52% |
$175K - $187K
|
2.03K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
40K+ 8.37% |
$5.06M - $5.42M
|
518K
$71.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-88- 1.11% |
$11.1K - $11.9K
|
7.87K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-273- 2.33% |
$34.6K - $37K
|
11.5K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.3% |
$127 - $136
|
334
$45.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 3.67% |
$4.05K - $4.34K
|
839
$115K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-5.63K- 0.95% |
$713K - $764K
|
589K
$80.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
690+ 3.09% |
$87.4K - $93.6K
|
23K
$3.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.1K+ 8.04% |
$140K - $150K
|
14.8K
$2.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
196New |
$24.8K - $26.6K
|
196
$26.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$380 - $407
|
3.83K
$526K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$127 - $136
|
1.68K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.59KNew |
$201K - $215K
|
1.59K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.5K- 3.35% |
$1.84M - $1.97M
|
418K
$57.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 6.91% |
$245K - $262K
|
29.9K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-257- 3.02% |
$32.5K - $34.9K
|
8.26K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
44+ 1.0% |
$5.57K - $5.97K
|
4.45K
$612K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-38- 0.28% |
$4.81K - $5.15K
|
13.4K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7- 0.21% |
$886 - $950
|
3.39K
$465K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-26- 1.0% |
$3.29K - $3.53K
|
2.58K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-511- 0.94% |
$64.7K - $69.3K
|
53.8K
$7.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
500+ 10.2% |
$63.3K - $67.8K
|
5.4K
$741K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 0.23% |
$507 - $543
|
1.76K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
429+ 39.54% |
$54.3K - $58.2K
|
1.51K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146K- 37.5% |
$18.5M - $19.8M
|
243K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-230- 1.59% |
$29.1K - $31.2K
|
14.2K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-39- 10.1% |
$4.94K - $5.29K
|
347
$47.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-377- 10.09% |
$47.7K - $51.1K
|
3.36K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 91.25% |
$235K - $252K
|
3.89K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-295- 4.32% |
$37.4K - $40K
|
6.54K
$897K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
52+ 0.22% |
$6.59K - $7.05K
|
24.1K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-113- 2.08% |
$14.3K - $15.3K
|
5.32K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
696+ 0.71% |
$88.1K - $94.4K
|
98.3K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.69K- 5.43% |
$1.23M - $1.31M
|
169K
$23.2M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.17% |
$3.67K - $3.93K
|
17.1K
$2.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.23% |
$2.79K - $2.98K
|
9.45K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$760 - $814
|
2.36K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
2.82K+ 41.47% |
$357K - $383K
|
9.62K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-382- 9.57% |
$48.4K - $51.8K
|
3.61K
$496K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-47- 7.07% |
$5.95K - $6.38K
|
618
$84.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
9.25KNew |
$1.17M - $1.25M
|
9.25K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3- 0.14% |
$380 - $407
|
2.19K
$301K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-38- 0.24% |
$4.81K - $5.15K
|
16.1K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $213K
|
1.57K
$216K
|
|