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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.26K- 10.45% |
$148K - $160K
|
10.8K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.23K- 3.34% |
$145K - $156K
|
35.7K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$131K - $142K
|
19.5K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.1K- 18.42% |
$130K - $140K
|
4.87K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 3.5% |
$124K - $134K
|
28.9K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.03K- 3.66% |
$121K - $130K
|
27K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-987- 4.39% |
$116K - $125K
|
21.5K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-961- 8.35% |
$113K - $122K
|
10.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-942- 9.75% |
$111K - $120K
|
8.72K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 8.4% |
$108K - $116K
|
9.97K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-879- 3.98% |
$104K - $112K
|
21.2K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-868- 16.49% |
$102K - $110K
|
4.4K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-867- 0.37% |
$102K - $110K
|
234K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-862- 13.09% |
$102K - $110K
|
5.72K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-804- 5.7% |
$94.9K - $102K
|
13.3K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-746- 1.11% |
$88K - $94.8K
|
66.3K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-733- 5.8% |
$86.5K - $93.1K
|
11.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-711- 3.21% |
$83.9K - $90.3K
|
21.4K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-710- 15.5% |
$83.8K - $90.2K
|
3.87K
$448K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-710- 1.59% |
$83.8K - $90.2K
|
43.9K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-673- 0.81% |
$79.4K - $85.5K
|
82.2K
$9.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-672- 1.99% |
$79.3K - $85.4K
|
33.1K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-630- 7.88% |
$74.3K - $80K
|
7.37K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-629- 10.09% |
$74.2K - $79.9K
|
5.6K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-622- 26.73% |
$73.4K - $79K
|
1.71K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-540- 6.23% |
$63.7K - $68.6K
|
8.13K
$942K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-540- 6.85% |
$63.7K - $68.6K
|
7.35K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-539- 3.14% |
$63.6K - $68.5K
|
16.6K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-536- 10.87% |
$63.2K - $68.1K
|
4.4K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-522- 19.7% |
$61.6K - $66.3K
|
2.13K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-497- 1.63% |
$58.6K - $63.1K
|
29.9K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-456- 4.8% |
$53.8K - $57.9K
|
9.04K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-454- 13.7% |
$53.6K - $57.7K
|
2.86K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-450- 8.23% |
$53.1K - $57.2K
|
5.02K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-448- 1.48% |
$52.9K - $56.9K
|
29.8K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-448- 2.02% |
$52.9K - $56.9K
|
21.8K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 81.17% |
$50.9K - $54.8K
|
100
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-426- 0.92% |
$50.3K - $54.1K
|
45.7K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-420- 4.46% |
$49.6K - $53.4K
|
8.99K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 2.83% |
$42.5K - $45.7K
|
12.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-345- 67.78% |
$40.7K - $43.8K
|
164
$19K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-325- 7.94% |
$38.4K - $41.3K
|
3.77K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-315- 2.27% |
$37.2K - $40K
|
13.6K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-303- 10.91% |
$35.8K - $38.5K
|
2.47K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-287- 9.33% |
$33.9K - $36.5K
|
2.79K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-280- 3.52% |
$33K - $35.6K
|
7.68K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-279- 2.31% |
$32.9K - $35.4K
|
11.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-278- 9.15% |
$32.8K - $35.3K
|
2.76K
$320K
|