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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-8.4K- 17.31% |
$857K - $1.07M
|
40.1K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 60.35% |
$525K - $653K
|
3.38K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.4% |
$447K - $556K
|
178K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.99K- 22.84% |
$305K - $379K
|
10.1K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 30.88% |
$272K - $338K
|
5.97K
$758K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.47K- 6.56% |
$252K - $313K
|
35.2K
$4.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 1.93% |
$187K - $232K
|
93.1K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 69.03% |
$166K - $206K
|
729
$92.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.47K- 9.82% |
$150K - $186K
|
13.5K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 1.39% |
$135K - $168K
|
94.4K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.05K- 23.76% |
$107K - $132K
|
3.35K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.03K- 7.63% |
$105K - $131K
|
12.5K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-941- 5.24% |
$96K - $119K
|
17K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-798- 13.74% |
$81.4K - $101K
|
5.01K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-684- 0.9% |
$69.7K - $86.7K
|
75.7K
$9.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-564- 12.1% |
$57.5K - $71.5K
|
4.1K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-400- 13.0% |
$40.8K - $50.7K
|
2.68K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-386- 6.0% |
$39.4K - $48.9K
|
6.05K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-351- 3.98% |
$35.8K - $44.5K
|
8.47K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-293- 1.69% |
$29.9K - $37.1K
|
17.1K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 7.64% |
$25.4K - $31.6K
|
3.01K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-201- 2.13% |
$20.5K - $25.5K
|
9.22K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 4.07% |
$20.4K - $25.4K
|
4.72K
$599K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 28.82% |
$20.4K - $25.4K
|
494
$62.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-165- 2.92% |
$16.8K - $20.9K
|
5.48K
$696K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-139- 2.86% |
$14.2K - $17.6K
|
4.72K
$599K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-138- 7.6% |
$14.1K - $17.5K
|
1.68K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-134- 1.13% |
$13.7K - $17K
|
11.7K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-130- 4.75% |
$13.3K - $16.5K
|
2.61K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 1.94% |
$5.1K - $6.34K
|
2.53K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-40- 4.48% |
$4.08K - $5.07K
|
853
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.31% |
$3.98K - $4.94K
|
12.5K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34- 0.01% |
$3.47K - $4.31K
|
287K
$36.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $127
|
3.39K
$430K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 45.05% |
$18.8M - $20.9M
|
202K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 17.14% |
$15.3M - $17M
|
651K
$82.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-112K- 6.92% |
$12.6M - $14.1M
|
1.5M
$190M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.5K- 7.73% |
$10M - $11.2M
|
1.06M
$134M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81.2K- 43.58% |
$9.19M - $10.3M
|
105K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34K- 54.27% |
$3.85M - $4.29M
|
28.6K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-32.7K- 13.99% |
$3.7M - $4.13M
|
201K
$25.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.3K- 16.68% |
$3.09M - $3.45M
|
136K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.2K- 4.73% |
$2.96M - $3.3M
|
527K
$66.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.3K- 2.94% |
$2.07M - $2.32M
|
605K
$76.8M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.4% |
$1.67M - $1.87M
|
30.9K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 9.81% |
$1.58M - $1.77M
|
129K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-13.8K- 76.1% |
$1.57M - $1.75M
|
4.35K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 97.4% |
$1.49M - $1.66M
|
351
$44.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 26.42% |
$1.4M - $1.56M
|
34.4K
$4.37M
|
|