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 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 23.98% |
$10.8K - $12K
|
317
$40.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.13% |
$6.51K - $7.22K
|
2.76K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-55- 0.48% |
$5.96K - $6.62K
|
11.5K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $120
|
1.94K
$247K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.03K- 48.64% |
$310K - $342K
|
3.2K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-564- 91.41% |
$57.8K - $63.7K
|
53
$6.73K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-362- 9.59% |
$37.1K - $40.9K
|
3.41K
$433K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-292- 64.32% |
$29.9K - $33K
|
162
$20.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.53% |
$15.4K - $16.9K
|
1.84K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-94- 6.95% |
$9.63K - $10.6K
|
1.26K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-35- 0.36% |
$3.58K - $3.95K
|
9.61K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-5- 0.14% |
$512 - $565
|
3.65K
$463K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.96K- 49.58% |
$292K - $323K
|
3.01K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.93K- 48.15% |
$289K - $320K
|
3.16K
$400K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.71K- 21.99% |
$266K - $295K
|
9.6K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.6K- 95.24% |
$158K - $175K
|
80
$10.2K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-736- 7.99% |
$72.5K - $80.3K
|
8.48K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-661- 10.02% |
$65.1K - $72.2K
|
5.94K
$754K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-525- 18.43% |
$51.7K - $57.3K
|
2.32K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-344- 1.22% |
$33.9K - $37.6K
|
28K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 87.25% |
$25.6K - $28.4K
|
38
$4.82K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155Closed |
$15.3K - $16.9K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-92- 1.35% |
$9.06K - $10K
|
6.72K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60- 2.34% |
$5.91K - $6.55K
|
2.5K
$317K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-50- 1.23% |
$4.92K - $5.46K
|
4K
$508K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-29- 0.75% |
$2.86K - $3.17K
|
3.83K
$486K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.9K- 16.45% |
$162K - $191K
|
9.62K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-444- 7.6% |
$37.9K - $44.8K
|
5.4K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-175- 4.64% |
$14.9K - $17.7K
|
3.6K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 3.48% |
$9.22K - $10.9K
|
3K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-25- 0.98% |
$2.13K - $2.52K
|
2.53K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 0.28% |
$939 - $1.11K
|
3.9K
$494K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 78.89% |
$2.88M - $3.12M
|
8.61K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.75K- 70.59% |
$514K - $558K
|
2.39K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.75K- 1.39% |
$246K - $267K
|
195K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.2K- 11.28% |
$197K - $214K
|
17.3K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-706- 2.72% |
$63.2K - $68.6K
|
25.3K
$3.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-240- 9.45% |
$21.5K - $23.3K
|
2.3K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-141- 3.49% |
$12.6K - $13.7K
|
3.9K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-69- 28.99% |
$6.17K - $6.7K
|
169
$21.5K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 2.23% |
$4.83K - $5.24K
|
2.37K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38- 9.79% |
$3.4K - $3.69K
|
350
$44.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 10.75% |
$895 - $971
|
83
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.03% |
$89.5 - $97.1
|
2.9K
$369K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 13.78% |
$164K - $180K
|
12K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.72K- 26.01% |
$147K - $161K
|
4.88K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.35K- 88.52% |
$116K - $126K
|
175
$22.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-858- 99.54% |
$73.5K - $80.3K
|
4
$508
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-731- 24.79% |
$62.6K - $68.5K
|
2.22K
$282K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-403- 2.46% |
$34.5K - $37.7K
|
16K
$2.03M
|
|