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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.16% |
$29.2K - $32.6K
|
4.74K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-248- 4.82% |
$28.1K - $31.3K
|
4.9K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-247- 42.59% |
$28K - $31.2K
|
333
$42.7K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-239- 8.43% |
$27.1K - $30.2K
|
2.6K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-235- 0.39% |
$26.6K - $29.7K
|
59.7K
$7.65M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-233- 2.38% |
$26.4K - $29.4K
|
9.56K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-225- 10.63% |
$25.5K - $28.4K
|
1.89K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-215- 5.09% |
$24.3K - $27.2K
|
4.01K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-212- 9.96% |
$24K - $26.8K
|
1.92K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.44% |
$22.6K - $25.3K
|
4.3K
$551K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-198- 24.32% |
$22.4K - $25K
|
616
$78.9K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 8.78% |
$22.1K - $24.6K
|
2.03K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 3.02% |
$20.2K - $22.5K
|
5.71K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-172- 5.63% |
$19.5K - $21.7K
|
2.88K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-168- 19.67% |
$19K - $21.2K
|
686
$87.9K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-167- 3.22% |
$18.9K - $21.1K
|
5.02K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-160- 1.72% |
$18.1K - $20.2K
|
9.13K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-154- 2.75% |
$17.4K - $19.5K
|
5.45K
$698K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$17.4K - $19.5K
|
154
$19.7K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-145- 16.55% |
$16.4K - $18.3K
|
731
$93.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-136- 0.41% |
$15.4K - $17.2K
|
33K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-134- 5.04% |
$15.2K - $16.9K
|
2.53K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-131- 1.1% |
$14.8K - $16.6K
|
11.7K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127- 1.49% |
$14.4K - $16K
|
8.4K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127- 4.18% |
$14.4K - $16K
|
2.91K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-122- 3.15% |
$13.8K - $15.4K
|
3.75K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 0.97% |
$13.6K - $15.2K
|
12.2K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-106- 5.68% |
$12K - $13.4K
|
1.76K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-103- 0.72% |
$11.7K - $13K
|
14.3K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-91- 0.74% |
$10.3K - $11.5K
|
12.1K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-87- 0.62% |
$9.85K - $11K
|
13.9K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-82- 1.58% |
$9.28K - $10.4K
|
5.1K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 0.36% |
$8.6K - $9.6K
|
21.3K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 22.32% |
$8.49K - $9.48K
|
261
$33.4K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-70- 22.73% |
$7.93K - $8.85K
|
238
$30.5K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 1.33% |
$7.93K - $8.85K
|
5.21K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-67- 1.55% |
$7.59K - $8.47K
|
4.25K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 0.83% |
$7.36K - $8.21K
|
7.8K
$999K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53- 0.18% |
$6K - $6.7K
|
28.9K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-50- 1.57% |
$5.66K - $6.32K
|
3.13K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 9.03% |
$4.76K - $5.31K
|
423
$54.2K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 2.31% |
$4.76K - $5.31K
|
1.78K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 1.65% |
$3.96K - $4.42K
|
2.09K
$268K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-30- 0.28% |
$3.4K - $3.79K
|
10.5K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.72% |
$3.28K - $3.66K
|
3.98K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.35% |
$2.94K - $3.29K
|
7.32K
$938K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.69% |
$2.6K - $2.91K
|
1.34K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.51% |
$2.26K - $2.53K
|
3.86K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$2.26K - $2.53K
|
18.3K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.39% |
$2.26K - $2.53K
|
5.08K
$650K
|