Latest Institutional Sells of Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-1
- 0.03%
$89.5 - $97.1
2.9K $365K
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-1.92K
- 13.78%
$164K - $180K
12K $1.51M
Jul 19, 2023 Q2 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-1.72K
- 26.01%
$147K - $161K
4.88K $613K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

SELL
 -
-1.35K
- 88.52%
$116K - $126K
175 $22K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-858
- 99.54%
$73.5K - $80.3K
4 $502
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

SELL
 -
-850
- 24.29%
$72.8K - $79.6K
2.65K $333K
Jul 12, 2023 Q2 2023
Lantz Financial LLC

SELL
 -
-731
- 24.79%
$62.6K - $68.5K
2.22K $279K
Aug 08, 2023 Q2 2023
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-403
- 2.46%
$34.5K - $37.7K
16K $2.01M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-54
- 1.02%
$4.63K - $5.06K
5.26K $661K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

SELL
 -
-2
- 1.49%
$171 - $187
132 $16.6K
Q1 2023
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-3.96K
- 96.9%
$324K - $357K
127 $15.9K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-361
- 6.62%
$29.5K - $32.5K
5.09K $640K
May 15, 2023 Q1 2023
Family Management Corp

New York, NY
SELL
 -
-282
- 16.29%
$23K - $25.4K
1.45K $182K
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

SELL
 -
-225
- 1.81%
$18.4K - $20.3K
12.2K $1.54M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

SELL
 -
-108
- 12.97%
$8.82K - $9.72K
725 $91K
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

SELL
 -
-88
- 97.78%
$7.18K - $7.92K
2 $251
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-55
- 9.52%
$4.49K - $4.95K
523 $65.7K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-30
- 1.08%
$2.45K - $2.7K
2.75K $345K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-23
- 6.07%
$1.88K - $2.07K
356 $44.7K
Q4 2022
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-6.54K
- 28.77%
$496K - $576K
16.2K $2.03M
Jan 31, 2023 Q4 2022
Ulland Investment Advisors, LLC

SELL
 -
-1.53K
- 14.66%
$116K - $134K
8.88K $1.12M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

SELL
 -
-1.09K
- 91.58%
$82.4K - $95.8K
100 $12.6K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-200
- 6.62%
$15.2K - $17.6K
2.82K $354K
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-100
- 2.93%
$7.58K - $8.81K
3.32K $416K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-100
- 50.0%
$7.58K - $8.81K
100 $12.6K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-29
- 1.26%
$2.2K - $2.55K
2.27K $285K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-20
- 0.4%
$1.52K - $1.76K
4.98K $625K
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-13.7K
- 44.92%
$1.04M - $1.27M
16.8K $2.11M
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-800
Closed
$60.7K - $74.1K
0 $0
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

SELL
 -
-415
- 80.58%
$31.5K - $38.5K
100 $12.6K
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

SELL
 -
-170
- 5.86%
$12.9K - $15.8K
2.73K $343K
Nov 03, 2022 Q3 2022
Costello Asset Management, Inc

SELL
 -
-35
- 22.58%
$2.66K - $3.24K
120 $15.1K
Q2 2022
Jul 11, 2022 Q2 2022
Divergent Planning, LLC

SELL
 -
-127K
Closed
$9.94M - $12.5M
0 $0
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-31.5K
Closed
$2.46M - $3.08M
0 $0
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

SELL
 -
-18.2K
- 33.54%
$1.42M - $1.78M
36K $4.53M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-14.3K
Closed
$1.12M - $1.4M
0 $0
Jul 20, 2022 Q2 2022
Grant

SELL
 -
-11.5K
Closed
$897K - $1.13M
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-6.32K
- 35.14%
$494K - $619K
11.7K $1.47M
Aug 03, 2022 Q2 2022
Miramar Capital, LLC

SELL
 -
-4.42K
Closed
$345K - $433K
0 $0
Jul 18, 2022 Q2 2022
Financial Sense Advisors, Inc.

SELL
 -
-4.27K
Closed
$334K - $419K
0 $0
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-4.13K
Closed
$322K - $404K
0 $0
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-3.61K
Closed
$282K - $354K
0 $0
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-3.34K
Closed
$261K - $327K
0 $0
Jul 28, 2022 Q2 2022
Jsf Financial, LLC

SELL
 -
-2.93K
Closed
$229K - $287K
0 $0
Jul 12, 2022 Q2 2022
Btr Capital Management Inc

SELL
 -
-2.83K
Closed
$221K - $277K
0 $0
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.71K
Closed
$212K - $266K
0 $0
Jul 27, 2022 Q2 2022
Riverview Trust CO

SELL
 -
-2.61K
Closed
$204K - $255K
0 $0
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-2.59K
Closed
$202K - $254K
0 $0
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-2.46K
Closed
$192K - $241K
0 $0

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