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 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.83KNew |
$498K - $588K
|
5.83K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.55K+ 63.37% |
$303K - $358K
|
9.16K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.97KNew |
$254K - $300K
|
2.97K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$249K - $294K
|
2.92K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.75KNew |
$235K - $277K
|
2.75K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23KNew |
$190K - $225K
|
2.23K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $220K
|
2.18K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $217K
|
2.15K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.12KNew |
$181K - $214K
|
2.12K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2KNew |
$171K - $202K
|
2K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
567New |
$48.4K - $57.2K
|
567
$65.5K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
431New |
$36.8K - $43.5K
|
431
$49.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
385New |
$32.9K - $38.8K
|
385
$44.5K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
315+ 50.16% |
$26.9K - $31.8K
|
943
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
172New |
$14.7K - $17.3K
|
172
$19.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$12.8K - $15.1K
|
150
$17.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
92+ 18.36% |
$7.85K - $9.28K
|
593
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
71New |
$6.06K - $7.16K
|
71
$8.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63New |
$5.38K - $6.35K
|
63
$7.28K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18New |
$1.54K - $1.82K
|
18
$2.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 80.0% |
$683 - $807
|
18
$2.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.79% |
$256 - $303
|
385
$44.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.4KNew |
$1.02M - $1.11M
|
11.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.09KNew |
$724K - $785K
|
8.09K
$935K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$62.6K - $68K
|
700
$80.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$53.7K - $58.3K
|
600
$69.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
538New |
$48.1K - $52.2K
|
538
$62.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
500+ 22.79% |
$44.7K - $48.6K
|
2.69K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
460+ 14.45% |
$41.2K - $44.7K
|
3.64K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$34.9K - $37.9K
|
390
$45.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
350+ 15.17% |
$31.3K - $34K
|
2.66K
$307K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
85New |
$7.61K - $8.25K
|
85
$9.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$3.04K - $3.3K
|
34
$3.93K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.24K - $2.43K
|
25
$2.89K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$425K - $465K
|
4.96K
$573K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.43KNew |
$294K - $321K
|
3.43K
$397K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$207K - $226K
|
2.42K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.12KNew |
$181K - $198K
|
2.12K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.68K+ 14.12% |
$144K - $158K
|
13.6K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$597K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.23K+ 31.42% |
$106K - $116K
|
5.16K
$597K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02K+ 4.51% |
$87K - $95.1K
|
23.6K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$57K - $62.3K
|
665
$76.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
271New |
$23.2K - $25.4K
|
271
$31.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22New |
$1.88K - $2.06K
|
22
$2.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$771 - $843
|
9
$1.04K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.27% |
$600 - $655
|
2.58K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 10.0% |
$257 - $281
|
33
$3.81K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$85.7 - $93.6
|
73
$8.44K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.3K+ 91.52% |
$3.94M - $4.34M
|
101K
$11.7M
|
|