Latest Institutional Purchases of Ishares Tr Msci Usa Esg Select (SUSA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Usa Esg Select (SUSA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.75K+ 1.67% |
$631K - $664K
|
290K
$39.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.66KNew |
$487K - $512K
|
3.66K
$503K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.51K+ 10.66% |
$200K - $211K
|
15.6K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 5.54% |
$141K - $148K
|
20.2K
$2.77M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
734New |
$97.6K - $103K
|
734
$101K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
473+ 9.18% |
$62.9K - $66.1K
|
5.62K
$772K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
99+ 13.79% |
$13.2K - $13.8K
|
817
$112K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.8% |
$3.32K - $3.5K
|
3.17K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.14% |
$665 - $699
|
3.69K
$507K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$665 - $699
|
2.08K
$286K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $140
|
3.53K
$485K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92K+ 44.61% |
$11.7M - $12.5M
|
298K
$40.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
59.2KNew |
$7.5M - $8.03M
|
59.2K
$8.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
50.3KNew |
$6.37M - $6.83M
|
50.3K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.1K+ 1459.0% |
$5.97M - $6.39M
|
50.3K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
40K+ 8.37% |
$5.06M - $5.42M
|
518K
$71.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.7K+ 44.05% |
$3.63M - $3.89M
|
93.7K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.8K+ 2.29% |
$3.02M - $3.23M
|
1.06M
$146M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3KNew |
$2.44M - $2.62M
|
19.3K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
18.7K+ 3.71% |
$2.37M - $2.54M
|
522K
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 108.83% |
$2.26M - $2.42M
|
34.2K
$4.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$2.04M - $2.19M
|
16.1K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
12.4K+ 39.55% |
$1.57M - $1.68M
|
43.6K
$5.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.2K+ 2.38% |
$1.29M - $1.38M
|
437K
$59.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.43KNew |
$1.19M - $1.28M
|
9.43K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
9.25KNew |
$1.17M - $1.25M
|
9.25K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
8.05K+ 13.83% |
$1.02M - $1.09M
|
66.2K
$9.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$968K - $1.04M
|
7.65K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$815K - $873K
|
6.43K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.08K+ 11.47% |
$770K - $825K
|
59.1K
$8.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.96K+ 4.8% |
$755K - $808K
|
130K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.99K+ 246.37% |
$632K - $677K
|
7.01K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.59KNew |
$581K - $623K
|
4.59K
$630K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.69KNew |
$467K - $500K
|
3.69K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.53K+ 185.44% |
$447K - $478K
|
5.43K
$745K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.47K+ 84.31% |
$439K - $471K
|
7.59K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.22KNew |
$408K - $437K
|
3.22K
$442K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
3KNew |
$380K - $407K
|
3K
$412K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
2.82K+ 41.47% |
$357K - $383K
|
9.62K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.33K+ 5.03% |
$295K - $316K
|
48.7K
$6.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.32K+ 7.55% |
$294K - $315K
|
33.1K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.18KNew |
$276K - $296K
|
2.18K
$299K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 4.25% |
$255K - $273K
|
49.4K
$6.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 6.91% |
$245K - $262K
|
29.9K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.93KNew |
$244K - $262K
|
1.93K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.9KNew |
$241K - $258K
|
1.9K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.9KNew |
$241K - $258K
|
1.9K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.87K+ 1007.53% |
$237K - $254K
|
2.06K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 91.25% |
$235K - $252K
|
3.89K
$534K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.81K+ 5.49% |
$229K - $246K
|
34.8K
$4.78M
|
|