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 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$127 - $136
|
3.38K
$465K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 16.17% |
$174K - $186K
|
7.11K
$976K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-554- 13.52% |
$70.2K - $75.2K
|
3.55K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
13+ 0.19% |
$1.65K - $1.76K
|
7.03K
$965K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.94% |
$191K - $204K
|
28.9K
$3.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
220+ 4.81% |
$27.9K - $29.8K
|
4.8K
$658K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.5KNew |
$190K - $203K
|
1.5K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
580+ 34.9% |
$73.5K - $78.7K
|
2.24K
$308K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
65+ 3.83% |
$8.23K - $8.82K
|
1.76K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$127 - $136
|
165
$22.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-62- 0.82% |
$7.85K - $8.41K
|
7.53K
$1.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22+ 0.87% |
$2.79K - $2.98K
|
2.55K
$350K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 2.66% |
$1.55M - $1.93M
|
588K
$80.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-242- 1.33% |
$24.7K - $30.7K
|
18K
$2.47M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.23K- 1.99% |
$329K - $409K
|
159K
$21.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
843New |
$86K - $107K
|
843
$116K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 9.36% |
$17.3K - $21.5K
|
1.99K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.52KNew |
$563K - $700K
|
5.52K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 9.34% |
$4.89K - $6.08K
|
466
$64K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
294+ 6.2% |
$30K - $37.3K
|
5.04K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24.1K- 49.47% |
$2.45M - $3.05M
|
24.6K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 43.8% |
$704K - $875K
|
22.7K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.33K+ 62.78% |
$645K - $802K
|
16.4K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
767+ 29.89% |
$78.2K - $97.2K
|
3.33K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-94- 45.19% |
$9.59K - $11.9K
|
114
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 8.89% |
$408 - $507
|
41
$5.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$174K - $216K
|
1.71K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$163K - $203K
|
1.6K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 1.02% |
$10.2K - $12.7K
|
9.68K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.33KNew |
$238K - $295K
|
2.33K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.5K- 86.07% |
$1.07M - $1.33M
|
1.7K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 1.92% |
$510 - $634
|
266
$36.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-109- 3.13% |
$11.1K - $13.8K
|
3.38K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.26K- 9.9% |
$129K - $160K
|
11.5K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-779- 2.72% |
$79.4K - $98.7K
|
27.9K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-130- 1.23% |
$13.3K - $16.5K
|
10.4K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360- 2.93% |
$36.7K - $45.6K
|
11.9K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
223+ 2.76% |
$22.7K - $28.3K
|
8.31K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.21% |
$714 - $887
|
3.27K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.63K - $2.03K
|
13.9K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-46.5K- 97.19% |
$4.74M - $5.89M
|
1.34K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 1.65% |
$10.2K - $12.7K
|
5.97K
$819K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$1.53K - $1.9K
|
12.2K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-311- 3.48% |
$31.7K - $39.4K
|
8.62K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.61KNew |
$164K - $204K
|
1.61K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
832New |
$84.8K - $105K
|
832
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.91K- 27.99% |
$296K - $368K
|
7.48K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.17% |
$612 - $761
|
122
$16.8K
|
|