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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.7K- 1.67% |
$1.1M - $1.23M
|
573K
$72.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.37K- 1.78% |
$1.06M - $1.18M
|
516K
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.33K- 57.68% |
$1.06M - $1.18M
|
6.84K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.83K- 18.97% |
$999K - $1.12M
|
37.7K
$4.79M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-8.43K- 60.11% |
$954K - $1.06M
|
5.59K
$710K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.04K- 9.29% |
$910K - $1.02M
|
78.5K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.55K- 23.75% |
$854K - $953K
|
24.2K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.51K- 2.42% |
$851K - $949K
|
303K
$38.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.61K- 0.66% |
$748K - $835K
|
997K
$127M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.27K- 66.22% |
$597K - $666K
|
2.69K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.21K- 9.46% |
$590K - $659K
|
49.9K
$6.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5K- 56.31% |
$566K - $632K
|
3.88K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.88K- 23.53% |
$553K - $617K
|
15.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.53K- 15.14% |
$513K - $573K
|
25.4K
$3.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.48K- 16.58% |
$507K - $565K
|
22.5K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.31K- 2.86% |
$488K - $545K
|
146K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 1.09% |
$476K - $531K
|
382K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.99K- 33.57% |
$452K - $505K
|
7.9K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.94K- 6.54% |
$446K - $497K
|
56.2K
$7.14M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.87K- 10.48% |
$438K - $489K
|
33.1K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.71K- 38.56% |
$420K - $469K
|
5.92K
$751K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 6.74% |
$385K - $430K
|
47.1K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.89K- 30.24% |
$327K - $365K
|
6.67K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 5.21% |
$305K - $341K
|
49.1K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 4.96% |
$304K - $339K
|
51.4K
$6.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 29.2% |
$280K - $312K
|
5.99K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 15.83% |
$275K - $307K
|
12.9K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.41K- 44.56% |
$273K - $305K
|
3K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 1.27% |
$266K - $297K
|
183K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 9.83% |
$259K - $289K
|
21K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.28K- 6.45% |
$258K - $288K
|
33.1K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.63% |
$221K - $247K
|
51.9K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 16.41% |
$217K - $243K
|
9.78K
$1.24M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 15.87% |
$215K - $240K
|
10.1K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.9K- 7.23% |
$215K - $240K
|
24.4K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 3.0% |
$212K - $236K
|
60.3K
$7.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 50.0% |
$206K - $229K
|
1.82K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 0.12% |
$205K - $229K
|
1.49M
$189M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.78K- 16.55% |
$202K - $225K
|
8.99K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.36% |
$193K - $215K
|
48.9K
$6.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 96.21% |
$187K - $208K
|
65
$8.25K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.51K- 32.26% |
$171K - $191K
|
3.17K
$402K
|