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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
403New |
$31.5K - $39.5K
|
403
$46.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
318New |
$24.8K - $31.2K
|
318
$36.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
260New |
$20.3K - $25.5K
|
260
$30.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
182+ 5.2% |
$14.2K - $17.8K
|
3.68K
$426K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
180+ 8.87% |
$14.1K - $17.6K
|
2.21K
$255K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
166New |
$13K - $16.3K
|
166
$19.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
129+ 5.34% |
$10.1K - $12.6K
|
2.55K
$294K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55New |
$4.3K - $5.39K
|
55
$6.36K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
52New |
$4.06K - $5.09K
|
52
$6.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
30+ 25.86% |
$2.34K - $2.94K
|
146
$16.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$859 - $1.08K
|
11
$1.27K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.16% |
$391 - $490
|
3.1K
$358K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.25% |
$78.1 - $98
|
403
$46.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.04% |
$78.1 - $98
|
2.74K
$316K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
203New |
$18.2K - $21.6K
|
203
$23.5K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$334K - $372K
|
3.49K
$404K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.97KNew |
$189K - $210K
|
1.97K
$228K
|
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
951New |
$91.1K - $101K
|
951
$110K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
436New |
$41.8K - $46.5K
|
436
$50.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
183+ 13.07% |
$17.5K - $19.5K
|
1.58K
$183K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
4KNew |
$379K - $408K
|
4K
$462K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77KNew |
$262K - $283K
|
2.77K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.69KNew |
$255K - $274K
|
2.69K
$311K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
714New |
$67.6K - $72.8K
|
714
$82.5K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
175+ 23.97% |
$16.6K - $17.8K
|
905
$105K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
146K+ 9485.06% |
$13M - $13.9M
|
148K
$17.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.01KNew |
$534K - $574K
|
6.01K
$695K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
564New |
$50.1K - $53.9K
|
564
$65.2K
|
|
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
344New |
$30.6K - $32.9K
|
344
$39.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
183New |
$16.3K - $17.5K
|
183
$21.2K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$185K - $200K
|
2.28K
$263K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
382New |
$31.1K - $33.5K
|
382
$44.2K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16K+ 100.0% |
$1.16M - $1.32M
|
32K
$3.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.92K+ 97.17% |
$644K - $734K
|
18.1K
$2.09M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.56KNew |
$402K - $458K
|
5.56K
$643K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$325K - $371K
|
4.5K
$520K
|
|
|
Jan 25, 2021
Q4 2020
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.66KNew |
$192K - $219K
|
2.66K
$307K
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
1.82K+ 100.0% |
$132K - $150K
|
3.65K
$422K
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
1.39K+ 100.0% |
$100K - $114K
|
2.78K
$321K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.36K+ 100.0% |
$98.2K - $112K
|
2.72K
$314K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425+ 100.0% |
$30.7K - $35K
|
850
$98.3K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
330New |
$23.8K - $27.2K
|
330
$38.1K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 100.0% |
$1.3K - $1.48K
|
36
$4.16K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.89KNew |
N/A
|
6.89K
$796K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$116
|
|