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 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-325- 7.94% |
$38.4K - $41.3K
|
3.77K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-52- 0.99% |
$6.14K - $6.61K
|
5.22K
$652K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.14% |
$826 - $889
|
5.1K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 3.37% |
$31.3K - $33.7K
|
7.61K
$950K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21+ 1.16% |
$2.48K - $2.67K
|
1.84K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.45KNew |
$289K - $311K
|
2.45K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 36.25% |
$132K - $142K
|
4.21K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.72K- 4.78% |
$320K - $345K
|
54.1K
$6.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.3K+ 12.81% |
$2.4M - $2.58M
|
179K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
435New |
$51.3K - $55.3K
|
435
$54.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
136+ 1.0% |
$16K - $17.3K
|
13.7K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 9.46% |
$162K - $175K
|
13.2K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 39.86% |
$173K - $186K
|
5.14K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.12K+ 31.89% |
$251K - $270K
|
8.78K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
674+ 4.26% |
$79.5K - $85.6K
|
16.5K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-56- 2.11% |
$6.61K - $7.11K
|
2.6K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.47K- 52.75% |
$1.12M - $1.2M
|
8.48K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
671+ 1.86% |
$79.2K - $85.2K
|
36.8K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.59K+ 17.68% |
$895K - $964K
|
50.5K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 720.0% |
$4.25K - $4.57K
|
41
$5.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.5K- 0.87% |
$649K - $699K
|
624K
$77.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
114+ 1.75% |
$13.5K - $14.5K
|
6.62K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-147- 1.28% |
$17.3K - $18.7K
|
11.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
394+ 5.72% |
$46.5K - $50.1K
|
7.29K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.0% |
$118 - $127
|
20.9K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.91KNew |
$343K - $369K
|
2.91K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-206- 1.26% |
$24.3K - $26.2K
|
16.2K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
203+ 7.39% |
$24K - $25.8K
|
2.95K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-522- 19.7% |
$61.6K - $66.3K
|
2.13K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.45K- 12.01% |
$171K - $184K
|
10.6K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-198- 7.69% |
$23.4K - $25.2K
|
2.38K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.54K+ 8.79% |
$890K - $958K
|
93.4K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-180- 7.78% |
$21.2K - $22.9K
|
2.13K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
129+ 2.57% |
$15.2K - $16.4K
|
5.14K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-107- 2.4% |
$12.6K - $13.6K
|
4.34K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.05K+ 33.94% |
$714K - $768K
|
23.9K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.05% |
$118 - $127
|
2.07K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.46KNew |
$644K - $693K
|
5.46K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7- 0.13% |
$826 - $889
|
5.35K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$18.2K - $19.6K
|
154
$19.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.69K- 14.43% |
$1.03M - $1.1M
|
51.6K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.03K- 3.66% |
$121K - $130K
|
27K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 38.1% |
$3.78K - $4.07K
|
116
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.32% |
$1.18K - $1.27K
|
3.08K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-303- 10.91% |
$35.8K - $38.5K
|
2.47K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-227- 7.3% |
$26.8K - $28.8K
|
2.88K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-71- 1.23% |
$8.38K - $9.02K
|
5.7K
$711K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 29.22% |
$469K - $505K
|
9.63K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
76+ 4.25% |
$8.97K - $9.66K
|
1.87K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 8.4% |
$108K - $116K
|
9.97K
$1.24M
|