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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-6.08K- 15.13% |
$769K - $824K
|
34.1K
$4.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.47K- 4.2% |
$567K - $607K
|
102K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.62K- 36.75% |
$332K - $355K
|
4.51K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.11K- 33.19% |
$267K - $286K
|
4.25K
$576K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.85K- 11.35% |
$234K - $251K
|
14.4K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.94% |
$191K - $204K
|
28.9K
$3.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 16.17% |
$174K - $186K
|
7.11K
$964K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-794- 4.0% |
$101K - $108K
|
19K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-559- 10.72% |
$70.8K - $75.8K
|
4.65K
$631K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-554- 13.52% |
$70.2K - $75.2K
|
3.55K
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-445- 11.3% |
$56.4K - $60.4K
|
3.49K
$474K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-346- 0.8% |
$43.8K - $46.9K
|
42.9K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-206- 24.15% |
$26.1K - $27.9K
|
647
$87.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-103- 4.84% |
$13K - $14K
|
2.02K
$275K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71- 2.98% |
$8.99K - $9.63K
|
2.31K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-62- 0.82% |
$7.85K - $8.41K
|
7.53K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60- 2.5% |
$7.6K - $8.14K
|
2.34K
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-48- 0.99% |
$6.08K - $6.51K
|
4.82K
$653K
|
|
|
Oct 10, 2025
Q3 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
SELL
|
- |
-40- 0.32% |
$5.07K - $5.43K
|
12.5K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20- 0.14% |
$2.53K - $2.71K
|
14.7K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 0.36% |
$1.9K - $2.03K
|
4.16K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12- 0.47% |
$1.52K - $1.63K
|
2.57K
$348K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$633 - $678
|
21.2K
$2.88M
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-187K- 93.24% |
$19.1M - $23.7M
|
13.6K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.7K- 9.33% |
$6.19M - $7.7M
|
590K
$80.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-50.8K- 10.51% |
$5.18M - $6.44M
|
433K
$58.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-46.5K- 97.19% |
$4.74M - $5.89M
|
1.34K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-37K- 7.02% |
$3.77M - $4.69M
|
490K
$66.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.9K- 17.42% |
$3.76M - $4.67M
|
175K
$23.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.5K- 37.55% |
$2.9M - $3.61M
|
47.4K
$6.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-24.5K- 79.83% |
$2.49M - $3.1M
|
6.18K
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24.1K- 49.47% |
$2.45M - $3.05M
|
24.6K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-24K- 50.99% |
$2.45M - $3.04M
|
23.1K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.8K- 1.4% |
$2.12M - $2.63M
|
1.46M
$199M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.5K- 17.53% |
$1.48M - $1.84M
|
68.3K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.3K- 7.09% |
$1.46M - $1.82M
|
188K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12.4K- 2.4% |
$1.26M - $1.57M
|
504K
$68.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.5K- 51.81% |
$1.17M - $1.45M
|
10.7K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11K- 66.79% |
$1.12M - $1.39M
|
5.45K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 8.02% |
$1.11M - $1.38M
|
125K
$17M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-10.6K- 1.75% |
$1.08M - $1.34M
|
595K
$80.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.5K- 86.07% |
$1.07M - $1.33M
|
1.7K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 2.64% |
$1.03M - $1.28M
|
371K
$50.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.93K- 90.06% |
$809K - $1.01M
|
875
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.63K- 24.3% |
$778K - $967K
|
23.8K
$3.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.93K- 0.66% |
$707K - $879K
|
1.05M
$142M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.59K- 10.87% |
$570K - $708K
|
45.8K
$6.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-5.35K- 75.93% |
$546K - $678K
|
1.7K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.56K- 3.54% |
$465K - $578K
|
124K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.4% |
$447K - $556K
|
178K
$24.2M
|
|