Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-187K- 93.24% |
$19.1M - $23.7M
|
13.6K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.7K- 9.33% |
$6.19M - $7.7M
|
590K
$76.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-50.8K- 10.51% |
$5.18M - $6.44M
|
433K
$56.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-46.5K- 97.19% |
$4.74M - $5.89M
|
1.34K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-37K- 7.02% |
$3.77M - $4.69M
|
490K
$63.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.9K- 17.42% |
$3.76M - $4.67M
|
175K
$22.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-24.5K- 79.83% |
$2.49M - $3.1M
|
6.18K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24.1K- 49.47% |
$2.45M - $3.05M
|
24.6K
$3.19M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-24K- 50.99% |
$2.45M - $3.04M
|
23.1K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.8K- 1.4% |
$2.12M - $2.63M
|
1.46M
$190M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.5K- 17.53% |
$1.48M - $1.84M
|
68.3K
$8.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.3K- 7.09% |
$1.46M - $1.82M
|
188K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12.4K- 2.4% |
$1.26M - $1.57M
|
504K
$65.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.5K- 51.81% |
$1.17M - $1.45M
|
10.7K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11K- 66.79% |
$1.12M - $1.39M
|
5.45K
$708K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 8.02% |
$1.11M - $1.38M
|
125K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-10.6K- 1.75% |
$1.08M - $1.34M
|
595K
$77.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.5K- 86.07% |
$1.07M - $1.33M
|
1.7K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 2.64% |
$1.03M - $1.28M
|
371K
$48.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-8.4K- 17.31% |
$857K - $1.07M
|
40.1K
$5.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.93K- 90.06% |
$809K - $1.01M
|
875
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.63K- 24.3% |
$778K - $967K
|
23.8K
$3.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.93K- 0.66% |
$707K - $879K
|
1.05M
$136M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.59K- 10.87% |
$570K - $708K
|
45.8K
$5.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-5.35K- 75.93% |
$546K - $678K
|
1.7K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 60.35% |
$525K - $653K
|
3.38K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.56K- 3.54% |
$465K - $578K
|
124K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.4% |
$447K - $556K
|
178K
$23.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-4.15K- 6.95% |
$423K - $526K
|
55.6K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.01K- 15.68% |
$307K - $381K
|
16.2K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.99K- 22.84% |
$305K - $379K
|
10.1K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.91K- 27.99% |
$296K - $368K
|
7.48K
$971K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.69K- 44.23% |
$275K - $341K
|
3.4K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 30.88% |
$272K - $338K
|
5.97K
$776K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 5.28% |
$263K - $327K
|
46.4K
$6.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.47K- 6.56% |
$252K - $313K
|
35.2K
$4.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.46K- 11.54% |
$251K - $312K
|
18.9K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.31K- 6.98% |
$235K - $293K
|
30.8K
$3.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.19K- 3.31% |
$224K - $278K
|
64.1K
$8.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.09K- 6.31% |
$213K - $264K
|
31K
$4.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.06K- 49.73% |
$210K - $261K
|
2.08K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.04K- 2.1% |
$208K - $259K
|
95.4K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.96K- 3.49% |
$200K - $249K
|
54.3K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.92K- 13.34% |
$195K - $243K
|
12.4K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 5.42% |
$190K - $236K
|
32.6K
$4.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.84K- 8.49% |
$188K - $233K
|
19.8K
$2.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 1.93% |
$187K - $232K
|
93.1K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 5.87% |
$185K - $230K
|
29.1K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.8K- 3.61% |
$183K - $228K
|
48.1K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.8K- 13.9% |
$183K - $228K
|
11.1K
$1.45M
|