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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 9.73% |
$29.8K - $31.9K
|
2.65K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.93K- 12.34% |
$751K - $805K
|
42.1K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-3- 0.1% |
$380 - $407
|
3.05K
$419K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1- 0.02% |
$127 - $136
|
5.91K
$811K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$633 - $678
|
2.08K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
256+ 5.23% |
$32.4K - $34.7K
|
5.15K
$707K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-18- 0.15% |
$2.28K - $2.44K
|
12.3K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
157+ 5.97% |
$19.9K - $21.3K
|
2.79K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-55- 2.53% |
$6.97K - $7.46K
|
2.12K
$291K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.12K- 1.75% |
$142K - $152K
|
63K
$8.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-561- 27.01% |
$71K - $76.1K
|
1.52K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
371+ 4.1% |
$47K - $50.3K
|
9.42K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.11% |
$253 - $271
|
1.87K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-80- 4.23% |
$10.1K - $10.9K
|
1.81K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.43% |
$127 - $136
|
233
$32K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.29K- 10.24% |
$290K - $311K
|
20.1K
$2.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2- 0.07% |
$253 - $271
|
2.67K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-439- 3.26% |
$55.6K - $59.6K
|
13K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
359+ 2.08% |
$45.5K - $48.7K
|
17.6K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 7.26% |
$1.6M - $1.72M
|
162K
$22.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
538+ 11.41% |
$68.1K - $73K
|
5.26K
$722K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.58K+ 22.39% |
$327K - $351K
|
14.1K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
137+ 1.1% |
$17.3K - $18.6K
|
12.6K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 6.09% |
$353K - $379K
|
43K
$5.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 10.04% |
$25.3K - $27.1K
|
2.19K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
400New |
$50.7K - $54.3K
|
400
$54.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
227+ 0.77% |
$28.7K - $30.8K
|
29.6K
$4.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 0.18% |
$2.28K - $2.44K
|
10.1K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-760- 2.8% |
$96.2K - $103K
|
26.4K
$3.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.57KNew |
$199K - $213K
|
1.57K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-480- 5.67% |
$60.8K - $65.1K
|
7.99K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 11.11% |
$507 - $543
|
32
$4.39K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-2.97K- 17.43% |
$376K - $403K
|
14.1K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-109- 1.96% |
$13.8K - $14.8K
|
5.45K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
65+ 3.57% |
$8.23K - $8.82K
|
1.89K
$259K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-388- 4.5% |
$49.1K - $52.6K
|
8.24K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-40- 2.2% |
$5.07K - $5.43K
|
1.78K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-110- 1.33% |
$13.9K - $14.9K
|
8.16K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 1.25% |
$7.35K - $7.87K
|
4.69K
$644K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-338- 14.0% |
$42.8K - $45.8K
|
2.08K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.08% |
$380 - $407
|
3.71K
$509K
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
31+ 0.37% |
$3.93K - $4.21K
|
8.38K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-418- 8.86% |
$52.9K - $56.7K
|
4.3K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.54K- 39.14% |
$195K - $209K
|
2.4K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.61K- 31.99% |
$1.22M - $1.3M
|
20.4K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.68K- 0.93% |
$339K - $364K
|
285K
$39.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-135- 4.12% |
$17.1K - $18.3K
|
3.14K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 0.44% |
$2.79K - $2.98K
|
4.99K
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-30- 0.1% |
$3.8K - $4.07K
|
30K
$4.12M
|
|