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
Jul 22, 2022 Q2 2022
Welch & Forbes LLC

SELL
 -
-2.37K
Closed
$185K - $232K
0 $0
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

SELL
 -
-2.37K
Closed
$185K - $232K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-2.16K
Closed
$169K - $212K
0 $0
Sep 01, 2023 Q2 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-2.12K
Closed
$165K - $207K
0 $0
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
SELL
 -
-1.94K
Closed
$151K - $190K
0 $0
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.24K
Closed
$96.9K - $122K
0 $0
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-401
- 5.37%
$31.3K - $39.3K
7.07K $881K
Aug 02, 2022 Q2 2022
Crestone Asset Management LLC

SELL
 -
-249
- 2.49%
$19.4K - $24.4K
9.73K $1.21M
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-134
- 4.99%
$10.5K - $13.1K
2.55K $319K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-102
Closed
$7.97K - $9.99K
0 $0
Jul 29, 2022 Q2 2022
Astor Investment Management LLC

SELL
 -
-48
Closed
$3.75K - $4.7K
0 $0
Aug 04, 2022 Q2 2022
Kesler, Norman & Wride, LLC

SELL
 -
-42
- 0.89%
$3.28K - $4.12K
4.66K $581K
Q1 2022
May 02, 2022 Q1 2022
Granite Investment Partners, LLC

SELL
 -
-50.2K
Closed
$4.49M - $5.34M
0 $0
Apr 20, 2022 Q1 2022
Riverbridge Partners LLC

SELL
 -
-32.4K
Closed
$2.9M - $3.45M
0 $0
May 10, 2022 Q1 2022
Core Alternative Capital

SELL
 -
-21.9K
Closed
$1.96M - $2.33M
0 $0
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-18.8K
- 94.61%
$1.68M - $2M
1.07K $133K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-16.6K
Closed
$1.48M - $1.76M
0 $0
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-7.17K
Closed
$641K - $762K
0 $0
May 09, 2022 Q1 2022
Fiera Capital Corp

Montreal, A8
SELL
 -
-5.78K
Closed
$517K - $615K
0 $0
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-4.6K
- 24.73%
$411K - $489K
14K $1.75M
May 13, 2022 Q1 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-3.55K
Closed
$318K - $378K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.31K
Closed
$296K - $351K
0 $0
May 13, 2022 Q1 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-3K
- 22.51%
$268K - $319K
10.3K $1.29M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.87K
Closed
$257K - $305K
0 $0
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.64K
Closed
$236K - $280K
0 $0
Apr 11, 2022 Q1 2022
Karp Capital Management Corp

SELL
 -
-2.23K
Closed
$200K - $237K
0 $0
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-2.17K
- 99.49%
$194K - $230K
11 $1.37K
Apr 27, 2022 Q1 2022
Callahan Advisors, LLC

SELL
 -
-2.15K
Closed
$192K - $229K
0 $0
Apr 29, 2022 Q1 2022
Navalign, LLC

SELL
 -
-2.08K
Closed
$186K - $221K
0 $0
Apr 27, 2022 Q1 2022
Patron Partners, LLC

SELL
 -
-1.97K
Closed
$176K - $210K
0 $0
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.93K
Closed
$172K - $205K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-1.27K
Closed
$113K - $135K
0 $0
Apr 25, 2022 Q1 2022
Wfa Of San Diego, LLC

SELL
 -
-951
Closed
$85.1K - $101K
0 $0
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

SELL
 -
-700
Closed
$62.6K - $74.4K
0 $0
May 11, 2022 Q1 2022
M. Kulyk & Associates, LLC

SELL
 -
-358
- 10.08%
$32K - $38.1K
3.2K $398K
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-268
Closed
$24K - $28.5K
0 $0
May 11, 2022 Q1 2022
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-224
- 7.76%
$20K - $23.8K
2.66K $332K
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-150
Closed
$13.4K - $16K
0 $0
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-122
- 2.44%
$10.9K - $13K
4.87K $607K
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-34
- 4.68%
$3.04K - $3.62K
693 $86.4K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-11
Closed
$984 - $1.17K
0 $0
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-10
- 16.13%
$895 - $1.06K
52 $6.48K
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-2
Closed
$179 - $213
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Hap Trading, LLC

New York, NY
SELL
 -
-40K
Closed
$3.83M - $4.26M
0 $0
Feb 04, 2022 Q4 2021
Seaview Investment Managers LLC

SELL
 -
-17.4K
Closed
$1.67M - $1.86M
0 $0
Feb 14, 2022 Q4 2021
Ethic Inc.

New York, NY
SELL
 -
-8.19K
Closed
$784K - $874K
0 $0
Jan 31, 2022 Q4 2021
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-1.03K
- 27.25%
$98.6K - $110K
2.75K $343K
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-776
Closed
$74.3K - $82.8K
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-540
Closed
$51.7K - $57.6K
0 $0

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