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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-715K- 92.03% |
$77.5M - $86M
|
61.9K
$7.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 76.5% |
$25.2M - $28M
|
71.5K
$8.78M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-71.7K- 10.23% |
$7.78M - $8.63M
|
629K
$77.2M
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-45.2K- 22.72% |
$4.9M - $5.44M
|
154K
$18.9M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40.4K- 41.56% |
$4.38M - $4.86M
|
56.8K
$6.97M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.2K- 5.57% |
$3.71M - $4.11M
|
579K
$71.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 2.98% |
$2.71M - $3.01M
|
812K
$99.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 49.59% |
$2.59M - $2.87M
|
24.2K
$2.97M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 12.52% |
$2.46M - $2.73M
|
158K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 84.14% |
$1.78M - $1.98M
|
3.1K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.24% |
$1.58M - $1.75M
|
1.16M
$143M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 11.84% |
$1.53M - $1.7M
|
105K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.4K- 59.25% |
$1.24M - $1.38M
|
7.87K
$966K
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.7K- 3.91% |
$1.16M - $1.28M
|
262K
$32.2M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.4K- 5.79% |
$1.13M - $1.26M
|
170K
$20.9M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.86K- 0.62% |
$1.07M - $1.19M
|
1.59M
$195M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.52K- 18.97% |
$1.03M - $1.15M
|
40.7K
$4.99M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.36K- 0.62% |
$1.01M - $1.13M
|
1.49M
$183M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.22K- 2.27% |
$1M - $1.11M
|
397K
$48.7M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.9K- 2.74% |
$965K - $1.07M
|
316K
$38.8M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 56.46% |
$900K - $999K
|
6.4K
$786K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.68K- 80.82% |
$724K - $803K
|
1.58K
$194K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.6K- 9.46% |
$715K - $794K
|
63.1K
$7.74M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.45K- 4.2% |
$591K - $656K
|
124K
$15.3M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 4.94% |
$578K - $641K
|
102K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 76.16% |
$516K - $573K
|
1.49K
$183K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.22K- 6.54% |
$458K - $508K
|
60.2K
$7.4M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.14K- 6.01% |
$448K - $498K
|
64.6K
$7.93M
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.92K- 7.96% |
$425K - $472K
|
45.3K
$5.56M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.69K- 4.42% |
$400K - $444K
|
79.7K
$9.79M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 0.59% |
$372K - $413K
|
582K
$71.5M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.38K- 5.4% |
$367K - $407K
|
59.3K
$7.28M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.27K- 12.48% |
$355K - $394K
|
23K
$2.82M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.19K- 17.64% |
$346K - $384K
|
14.9K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.71K- 1.4% |
$293K - $326K
|
190K
$23.3M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43K- 4.44% |
$264K - $293K
|
52.3K
$6.42M
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.31K- 22.33% |
$251K - $279K
|
8.05K
$988K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 4.48% |
$234K - $260K
|
46.1K
$5.66M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 13.4% |
$228K - $253K
|
13.6K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.05K- 3.12% |
$222K - $247K
|
63.7K
$7.82M
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.97K- 1.95% |
$214K - $237K
|
99.1K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 35.84% |
$211K - $234K
|
3.49K
$428K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.88K- 0.19% |
$204K - $227K
|
999K
$123M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 4.86% |
$184K - $204K
|
33.2K
$4.08M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.58K- 5.34% |
$171K - $190K
|
28K
$3.44M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 2.93% |
$163K - $181K
|
49.7K
$6.1M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.32K- 1.57% |
$143K - $159K
|
82.9K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.27K- 15.54% |
$138K - $153K
|
6.89K
$846K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 30.51% |
$118K - $131K
|
2.47K
$304K
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 1.52% |
$112K - $125K
|
67K
$8.23M
|