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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.28K- 6.45% |
$258K - $288K
|
33.1K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 3.63% |
$221K - $247K
|
51.9K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 16.41% |
$217K - $243K
|
9.78K
$1.25M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 15.87% |
$215K - $240K
|
10.1K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.9K- 7.23% |
$215K - $240K
|
24.4K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 3.0% |
$212K - $236K
|
60.3K
$7.73M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 50.0% |
$206K - $229K
|
1.82K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 0.12% |
$205K - $229K
|
1.49M
$190M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 43.02% |
$205K - $229K
|
2.4K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.78K- 16.55% |
$202K - $225K
|
8.99K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 3.36% |
$193K - $215K
|
48.9K
$6.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 96.21% |
$187K - $208K
|
65
$8.33K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.51K- 32.26% |
$171K - $191K
|
3.17K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.44K- 92.31% |
$163K - $182K
|
120
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 39.9% |
$161K - $180K
|
2.14K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.38K- 9.41% |
$157K - $175K
|
13.3K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.12K- 1.15% |
$126K - $141K
|
96.3K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 7.58% |
$113K - $126K
|
12.2K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-906- 2.85% |
$103K - $114K
|
30.9K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-883- 12.7% |
$100K - $112K
|
6.07K
$777K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-795- 9.91% |
$90K - $100K
|
7.23K
$926K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-783- 36.71% |
$88.7K - $98.9K
|
1.35K
$173K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-686- 4.74% |
$77.7K - $86.7K
|
13.8K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 7.64% |
$76.1K - $84.9K
|
8.13K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-642- 11.27% |
$72.7K - $81.1K
|
5.05K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-639- 2.04% |
$72.3K - $80.7K
|
30.6K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-591- 10.83% |
$66.9K - $74.7K
|
4.86K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 3.85% |
$65.1K - $72.7K
|
14.4K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 31.49% |
$61.9K - $69.1K
|
1.19K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-523- 18.75% |
$59.2K - $66.1K
|
2.27K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-523- 18.94% |
$59.2K - $66.1K
|
2.24K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-519- 9.3% |
$58.8K - $65.6K
|
5.06K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-515- 9.6% |
$58.3K - $65.1K
|
4.85K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-495- 3.69% |
$56K - $62.5K
|
12.9K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-493- 1.34% |
$55.8K - $62.3K
|
36.3K
$4.65M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-469- 5.11% |
$53.1K - $59.3K
|
8.71K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-415- 4.96% |
$47K - $52.4K
|
7.96K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-389- 4.59% |
$44K - $49.2K
|
8.09K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-373- 1.73% |
$42.2K - $47.1K
|
21.1K
$2.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-366- 1.87% |
$41.4K - $46.2K
|
19.2K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-330- 14.8% |
$37.4K - $41.7K
|
1.9K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-327- 2.12% |
$37K - $41.3K
|
15.1K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-325- 1.96% |
$36.8K - $41.1K
|
16.3K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.85% |
$36.5K - $40.7K
|
8.05K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-317- 9.75% |
$35.9K - $40.1K
|
2.93K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-314- 2.08% |
$35.6K - $39.7K
|
14.8K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-311- 9.01% |
$35.2K - $39.3K
|
3.14K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-299- 6.14% |
$33.9K - $37.8K
|
4.57K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-275- 2.02% |
$31.1K - $34.7K
|
13.3K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.16% |
$29.2K - $32.6K
|
4.74K
$607K
|