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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-386Closed |
$37K - $41.2K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-301Closed |
$28.8K - $32.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-170- 0.54% |
$16.3K - $18.1K
|
31.1K
$3.88M
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-80Closed |
$7.66K - $8.53K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$4.79K - $5.33K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.41% |
$192 - $213
|
486
$60.6K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.53KClosed |
$618K - $665K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.14KClosed |
$203K - $219K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15KClosed |
$109K - $117K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.04KClosed |
$98.6K - $106K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-72.9KClosed |
$6.48M - $6.96M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-16.9KClosed |
$1.5M - $1.62M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.2KClosed |
$1.17M - $1.26M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12.6KClosed |
$1.12M - $1.2M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$1.09M - $1.17M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-12.2KClosed |
$1.08M - $1.17M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76KClosed |
$156K - $168K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-837Closed |
$74.4K - $80K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-410Closed |
$36.4K - $39.2K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.91KClosed |
$399K - $431K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.69KClosed |
$382K - $412K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.74KClosed |
$223K - $241K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.85KClosed |
$150K - $162K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-238Closed |
$19.4K - $20.9K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-84Closed |
$6.83K - $7.38K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-26Closed |
$2.11K - $2.28K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-20Closed |
$1.63K - $1.76K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.22KClosed |
$377K - $430K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.6KClosed |
$188K - $214K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.52KClosed |
$110K - $125K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.5KClosed |
$108K - $124K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.33KClosed |
$96.2K - $110K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-201Closed |
$14.5K - $16.6K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-165Closed |
$11.9K - $13.6K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135Closed |
$9.75K - $11.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110Closed |
$7.94K - $9.06K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-34Closed |
$2.45K - $2.8K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$1.66K - $1.89K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.83KClosed |
$190K - $222K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.86KClosed |
$125K - $146K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-158Closed |
$10.6K - $12.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-117Closed |
$7.85K - $9.18K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$623K - $819K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.07KClosed |
$213K - $281K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-667Closed |
$35K - $46K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-368Closed |
$19.3K - $25.4K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-195Closed |
$10.2K - $13.5K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-44Closed |
$2.31K - $3.04K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24Closed |
$1.26K - $1.66K
|
0
$0
|