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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73KNew |
$386K - $426K
|
4.73K
$547K
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.39K+ 43.06% |
$113K - $125K
|
4.62K
$534K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
865New |
$70.6K - $77.9K
|
865
$100K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
731+ 5.27% |
$59.7K - $65.8K
|
14.6K
$1.69M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
136New |
$11.1K - $12.2K
|
136
$15.7K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 0.99% |
$1.88K - $2.07K
|
2.36K
$272K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$1.06K - $1.17K
|
13
$1.5K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$980 - $1.08K
|
12
$1.39K
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
12+ 0.36% |
$980 - $1.08K
|
3.31K
$382K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10New |
$816 - $900
|
10
$1.16K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$81.6 - $90
|
1
$116
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$1.06M - $1.24M
|
14K
$1.62M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
9.06KNew |
$686K - $798K
|
9.06K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6.08KNew |
$461K - $536K
|
6.08K
$703K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.61KNew |
$349K - $406K
|
4.61K
$533K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.3KNew |
$326K - $378K
|
4.3K
$497K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$319K - $371K
|
4.21K
$487K
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.56KNew |
$194K - $226K
|
2.56K
$296K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45KNew |
$186K - $216K
|
2.45K
$283K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.33KNew |
$176K - $205K
|
2.33K
$269K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.73KNew |
$131K - $152K
|
1.73K
$200K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
900New |
$68.2K - $79.3K
|
900
$104K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
650New |
$49.3K - $57.3K
|
650
$75.1K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
508+ 7.92% |
$38.5K - $44.7K
|
6.92K
$800K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $43.6K
|
495
$57.2K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
248New |
$18.8K - $21.8K
|
248
$28.7K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$15.2K - $17.6K
|
200
$23.1K
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
150+ 4.61% |
$11.4K - $13.2K
|
3.41K
$394K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
150New |
$11.4K - $13.2K
|
150
$17.3K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$7.88K - $9.16K
|
104
$12K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
103New |
$7.8K - $9.07K
|
103
$11.9K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100+ 0.75% |
$7.58K - $8.81K
|
13.5K
$1.56M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
100New |
$7.58K - $8.81K
|
100
$11.6K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
32New |
$2.42K - $2.82K
|
32
$3.7K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 15.0% |
$455 - $529
|
46
$5.32K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$152 - $176
|
2
$231
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.03% |
$75.8 - $88.1
|
3.3K
$382K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.1K+ 128.14% |
$2.81M - $3.43M
|
66K
$7.63M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.17KNew |
$468K - $572K
|
6.17K
$713K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$83.7K - $102K
|
1.1K
$127K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
433+ 759.65% |
$32.9K - $40.1K
|
490
$56.6K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
239+ 11.96% |
$18.1K - $22.1K
|
2.24K
$259K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.2K - $18.5K
|
200
$23.1K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
125+ 250.0% |
$9.49K - $11.6K
|
175
$20.2K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100+ 0.89% |
$7.59K - $9.27K
|
11.3K
$1.31M
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.2K+ 29.56% |
$873K - $1.1M
|
49K
$5.66M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.76KNew |
$294K - $369K
|
3.76K
$435K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.58K+ 18.46% |
$280K - $351K
|
23K
$2.65M
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
632New |
$49.4K - $61.9K
|
632
$73.1K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
526New |
$41.1K - $51.5K
|
526
$60.8K
|