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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 15.49% |
$1.87M - $2.02M
|
86.5K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 14.4% |
$287K - $309K
|
14.5K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.23KNew |
$853K - $918K
|
7.23K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 4.65% |
$23.6K - $25.4K
|
4.5K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.95KNew |
$348K - $375K
|
2.95K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.68KNew |
$552K - $595K
|
4.68K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-120- 0.66% |
$14.2K - $15.2K
|
18.2K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-38- 0.06% |
$4.48K - $4.83K
|
60.2K
$7.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 3.13% |
$238K - $257K
|
62.6K
$7.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
168+ 0.04% |
$19.8K - $21.3K
|
461K
$57.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.21K+ 46.6% |
$851K - $916K
|
22.7K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-81- 0.49% |
$9.56K - $10.3K
|
16.4K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-539- 3.14% |
$63.6K - $68.5K
|
16.6K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
368KNew |
$43.4M - $46.8M
|
368K
$45.9M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
13.3K+ 2.59% |
$1.57M - $1.69M
|
525K
$65.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03KNew |
$240K - $258K
|
2.03K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-448- 1.48% |
$52.9K - $56.9K
|
29.8K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.05KNew |
$478K - $515K
|
4.05K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
37+ 0.36% |
$4.37K - $4.7K
|
10.4K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-110- 2.08% |
$13K - $14K
|
5.18K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-82- 4.25% |
$9.68K - $10.4K
|
1.85K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-253- 3.22% |
$29.9K - $32.1K
|
7.59K
$948K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.52K+ 4.29% |
$179K - $193K
|
36.9K
$4.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.48K- 3.81% |
$765K - $823K
|
164K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.4KNew |
$402K - $432K
|
3.4K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.32K+ 14.46% |
$391K - $421K
|
26.2K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 1.87% |
$11.8K - $12.7K
|
5.46K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.77K+ 60.27% |
$680K - $732K
|
15.3K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.28KNew |
$151K - $162K
|
1.28K
$160K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 2.83% |
$42.5K - $45.7K
|
12.3K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-987- 4.39% |
$116K - $125K
|
21.5K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-142- 4.5% |
$16.8K - $18K
|
3.01K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
181+ 1.67% |
$21.4K - $23K
|
11K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-540- 6.85% |
$63.7K - $68.6K
|
7.35K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
233+ 10.0% |
$27.5K - $29.6K
|
2.56K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.82KNew |
$215K - $231K
|
1.82K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-536- 10.87% |
$63.2K - $68.1K
|
4.4K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.76KNew |
$1.03M - $1.11M
|
8.76K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.22% |
$472 - $508
|
1.8K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-287- 9.33% |
$33.9K - $36.5K
|
2.79K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-67- 0.28% |
$7.91K - $8.51K
|
24.1K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 5.58% |
$14.8K - $15.9K
|
2.12K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$826 - $889
|
2.48K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
218+ 5.74% |
$25.7K - $27.7K
|
4.01K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 2.68% |
$22.2K - $23.9K
|
6.82K
$851K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.1K- 18.42% |
$130K - $140K
|
4.87K
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 1.46% |
$5.66K - $6.1K
|
3.24K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.89KNew |
$223K - $240K
|
1.89K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.23K- 3.34% |
$145K - $156K
|
35.7K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 2.52% |
$6.84K - $7.37K
|
2.24K
$280K
|