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
Aug 08, 2023 Q2 2023
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-403
- 2.46%
$34.5K - $37.7K
16K $2.03M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-54
- 1.02%
$4.63K - $5.06K
5.26K $668K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

SELL
 -
-2
- 1.49%
$171 - $187
132 $16.8K
Q1 2023
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-14.4K
- 40.64%
$1.18M - $1.3M
21.1K $2.68M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-3.96K
- 96.9%
$324K - $357K
127 $16.1K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-361
- 6.62%
$29.5K - $32.5K
5.09K $647K
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

SELL
 -
-225
- 1.81%
$18.4K - $20.3K
12.2K $1.55M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

SELL
 -
-108
- 12.97%
$8.82K - $9.72K
725 $92K
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

SELL
 -
-88
- 97.78%
$7.18K - $7.92K
2 $254
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-55
- 9.52%
$4.49K - $4.95K
523 $66.4K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-23
- 6.07%
$1.88K - $2.07K
356 $45.2K
Q4 2022
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-6.54K
- 28.77%
$496K - $576K
16.2K $2.06M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

SELL
 -
-1.09K
- 91.58%
$82.4K - $95.8K
100 $12.7K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-200
- 6.62%
$15.2K - $17.6K
2.82K $358K
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-100
- 2.93%
$7.58K - $8.81K
3.32K $421K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-100
- 50.0%
$7.58K - $8.81K
100 $12.7K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-29
- 1.26%
$2.2K - $2.55K
2.27K $288K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-20
- 0.4%
$1.52K - $1.76K
4.98K $632K
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 $2.13M
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 $12.7K
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

SELL
 -
-170
- 5.86%
$12.9K - $15.8K
2.73K $347K
Nov 03, 2022 Q3 2022
Costello Asset Management, Inc

SELL
 -
-35
- 22.58%
$2.66K - $3.24K
120 $15.2K
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 $4.58M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-14.3K
Closed
$1.12M - $1.4M
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-6.32K
- 35.14%
$494K - $619K
11.7K $1.48M
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
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 $897K
Aug 02, 2022 Q2 2022
Crestone Asset Management LLC

SELL
 -
-249
- 2.49%
$19.4K - $24.4K
9.73K $1.24M
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-134
- 4.99%
$10.5K - $13.1K
2.55K $324K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-102
Closed
$7.97K - $9.99K
0 $0

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