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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $127
|
5.01K
$626K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 15.92% |
$289K - $311K
|
17.8K
$2.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.59% |
$83.8K - $90.2K
|
43.9K
$5.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.6K- 15.9% |
$189K - $203K
|
8.46K
$1.06M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
674New |
$73.1K - $81.1K
|
674
$84.1K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 7.08% |
$8.68K - $9.63K
|
1.05K
$131K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.35KNew |
$580K - $644K
|
5.35K
$668K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-266- 0.5% |
$28.8K - $32K
|
53.4K
$6.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
170+ 3.55% |
$18.4K - $20.5K
|
4.95K
$618K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 1.21% |
$2.28K - $2.53K
|
1.72K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$542 - $602
|
4.32K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.74KNew |
$188K - $209K
|
1.74K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$208K - $231K
|
1.92K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 76.16% |
$516K - $573K
|
1.49K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$10.8K - $12K
|
100
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.76KNew |
$191K - $212K
|
1.76K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 140.03% |
$1.06M - $1.17M
|
16.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 2.32% |
$2.82K - $3.13K
|
1.15K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.44% |
$217 - $241
|
461
$57.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-55- 0.48% |
$5.96K - $6.62K
|
11.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 23.98% |
$10.8K - $12K
|
317
$39.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
46+ 0.6% |
$4.99K - $5.54K
|
7.66K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5KNew |
$542K - $602K
|
5K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18- 0.03% |
$1.95K - $2.17K
|
64.3K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162New |
$17.6K - $19.5K
|
162
$20.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.66KNew |
$722K - $801K
|
6.66K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
116+ 3.97% |
$12.6K - $14K
|
3.04K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2K+ 29.84% |
$890K - $988K
|
35.7K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 735.29% |
$108K - $120K
|
1.14K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-90- 2.02% |
$9.76K - $10.8K
|
4.38K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$759 - $843
|
2.02K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-510- 19.88% |
$55.3K - $61.4K
|
2.06K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-531- 23.43% |
$57.6K - $63.9K
|
1.74K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-436- 18.88% |
$47.3K - $52.5K
|
1.87K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
478New |
$51.8K - $57.5K
|
478
$59.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
71+ 3.41% |
$7.7K - $8.55K
|
2.15K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.31K- 22.33% |
$251K - $279K
|
8.05K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-625- 12.89% |
$67.8K - $75.2K
|
4.23K
$527K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-699- 19.06% |
$75.8K - $84.1K
|
2.97K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.2KNew |
$238K - $265K
|
2.2K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
165+ 3.99% |
$17.9K - $19.9K
|
4.3K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.68K- 80.82% |
$724K - $803K
|
1.58K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-292- 2.34% |
$31.7K - $35.1K
|
12.2K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
70.8KNew |
$7.68M - $8.53M
|
70.8K
$8.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $120
|
1.94K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54New |
$5.86K - $6.5K
|
54
$6.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
52New |
$5.64K - $6.26K
|
52
$6.49K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 7.01% |
$27.1K - $30.1K
|
3.32K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-189- 4.54% |
$20.5K - $22.7K
|
3.97K
$496K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.79KNew |
$737K - $818K
|
6.79K
$848K
|
|