Latest Institutional Purchases of Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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
 -
4.73K
New
$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
 -
865
New
$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
 -
136
New
$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
 -
13
New
$1.06K - $1.17K
13 $1.5K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
12
New
$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
 -
10
New
$816 - $900
10 $1.16K
Q4 2022
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14K
New
$1.06M - $1.24M
14K $1.62M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
9.06K
New
$686K - $798K
9.06K $1.05M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
6.08K
New
$461K - $536K
6.08K $703K
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
4.61K
New
$349K - $406K
4.61K $533K
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

BUY
 -
4.3K
New
$326K - $378K
4.3K $497K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
4.21K
New
$319K - $371K
4.21K $487K
Feb 10, 2023 Q4 2022
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
2.56K
New
$194K - $226K
2.56K $296K
Feb 09, 2023 Q4 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.45K
New
$186K - $216K
2.45K $283K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
2.33K
New
$176K - $205K
2.33K $269K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
1.73K
New
$131K - $152K
1.73K $200K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
900
New
$68.2K - $79.3K
900 $104K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
650
New
$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
 -
495
New
$37.5K - $43.6K
495 $57.2K
Jan 30, 2023 Q4 2022
Byrne Asset Management LLC

BUY
 -
248
New
$18.8K - $21.8K
248 $28.7K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
200
New
$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
 -
150
New
$11.4K - $13.2K
150 $17.3K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
104
New
$7.88K - $9.16K
104 $12K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
103
New
$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
 -
100
New
$7.58K - $8.81K
100 $11.6K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
32
New
$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
 -
2
New
$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
 -
6.17K
New
$468K - $572K
6.17K $713K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.1K
New
$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
 -
200
New
$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
 -
3.76K
New
$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
 -
632
New
$49.4K - $61.9K
632 $73.1K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
526
New
$41.1K - $51.5K
526 $60.8K

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