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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-66- 12.62% |
$6.73K - $8.37K
|
457
$62.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.7% |
$102 - $127
|
144
$19.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$204 - $254
|
2
$275
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-394- 12.6% |
$40.2K - $49.9K
|
2.73K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20- 0.69% |
$2.04K - $2.54K
|
2.89K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
540New |
$55.1K - $68.4K
|
540
$74.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-607- 16.55% |
$61.9K - $76.9K
|
3.06K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-22- 0.42% |
$2.24K - $2.79K
|
5.17K
$710K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-805- 7.12% |
$82.1K - $102K
|
10.5K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-705- 3.55% |
$71.9K - $89.4K
|
19.1K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
6+ 0.62% |
$612 - $761
|
975
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.93K- 90.06% |
$809K - $1.01M
|
875
$120K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-386- 6.0% |
$39.4K - $48.9K
|
6.05K
$830K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 2.65% |
$10.2K - $12.7K
|
3.87K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $127
|
5.01K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.7KNew |
$173K - $215K
|
1.7K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.2% |
$510 - $634
|
2.48K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.77% |
$714 - $887
|
915
$126K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-139- 2.86% |
$14.2K - $17.6K
|
4.72K
$647K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 69.03% |
$166K - $206K
|
729
$100K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.29KNew |
$234K - $291K
|
2.29K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $127
|
2.05K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-201- 2.13% |
$20.5K - $25.5K
|
9.22K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 28.82% |
$20.4K - $25.4K
|
494
$67.8K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 21.43% |
$849K - $948K
|
42.5K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.31K+ 33.98% |
$148K - $165K
|
5.15K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 9.03% |
$4.76K - $5.31K
|
423
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
237+ 16.36% |
$26.8K - $29.9K
|
1.69K
$232K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.24KNew |
$253K - $283K
|
2.24K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.02K - $1.14K
|
9
$1.24K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$22.6K - $25.3K
|
200
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-13.8K- 76.1% |
$1.57M - $1.75M
|
4.35K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.94KNew |
$1.12M - $1.26M
|
9.94K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257+ 4.26% |
$29.1K - $32.5K
|
6.3K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-215- 5.09% |
$24.3K - $27.2K
|
4.01K
$551K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 39.9% |
$161K - $180K
|
2.14K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$453 - $505
|
11.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$113 - $126
|
1
$137
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
162New |
$18.3K - $20.5K
|
162
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-168- 19.67% |
$19K - $21.2K
|
686
$94.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
733+ 88.1% |
$83K - $92.6K
|
1.57K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 92.31% |
$163K - $182K
|
120
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 7.64% |
$76.1K - $84.9K
|
8.13K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-783- 36.71% |
$88.7K - $98.9K
|
1.35K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.35KNew |
$379K - $423K
|
3.35K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$2.26K - $2.53K
|
18.3K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 4.07% |
$793 - $885
|
165
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.04K - $2.27K
|
5.47K
$751K
|
|