Latest Institutional Sells of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-786K- 98.99% |
$19.2M - $19.8M
|
8.02K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-334K- 97.17% |
$8.14M - $8.42M
|
9.73K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-63.7K- 28.92% |
$1.55M - $1.61M
|
157K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 64.17% |
$1.52M - $1.58M
|
34.9K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34K- 3.0% |
$828K - $856K
|
1.1M
$27.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19.2K- 91.97% |
$469K - $485K
|
1.68K
$41.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-18.8K- 21.58% |
$459K - $475K
|
68.4K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.7K- 38.81% |
$456K - $472K
|
29.5K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-17.6K- 44.53% |
$429K - $444K
|
21.9K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-13.8K- 8.38% |
$336K - $347K
|
150K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-13.4K- 16.28% |
$326K - $337K
|
68.7K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.29KClosed |
$226K - $234K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9.05K- 60.57% |
$221K - $228K
|
5.89K
$145K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.26K- 13.51% |
$201K - $208K
|
52.9K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.81K- 17.12% |
$190K - $197K
|
37.8K
$932K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.65K- 40.18% |
$162K - $168K
|
9.9K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.26K- 2.51% |
$153K - $158K
|
244K
$6.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-6.1K- 16.46% |
$149K - $154K
|
31K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.07K- 39.98% |
$148K - $153K
|
9.11K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.31K- 6.81% |
$130K - $134K
|
72.7K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.49K- 18.04% |
$109K - $113K
|
20.4K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.31K- 32.93% |
$105K - $108K
|
8.77K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 7.08% |
$105K - $108K
|
56.4K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.99K- 8.32% |
$97.3K - $101K
|
44K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.2K- 1.45% |
$78K - $80.6K
|
218K
$5.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.17K- 11.45% |
$77.3K - $79.9K
|
24.5K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.15K- 2.29% |
$76.9K - $79.5K
|
134K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.12K- 24.36% |
$76K - $78.5K
|
9.68K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.91K- 4.55% |
$70.8K - $73.2K
|
60.9K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 9.26% |
$59.3K - $61.3K
|
23.8K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 12.86% |
$50.3K - $52K
|
14K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2K- 2.42% |
$48.7K - $50.3K
|
80.6K
$1.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.83K- 0.9% |
$44.7K - $46.2K
|
203K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.2% |
$42.2K - $43.6K
|
77.1K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 0.49% |
$37K - $38.2K
|
307K
$7.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.44K- 2.02% |
$35.1K - $36.3K
|
69.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 5.06% |
$35K - $36.1K
|
26.9K
$664K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.2K- 3.95% |
$29.2K - $30.2K
|
29.2K
$720K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.3% |
$26.8K - $27.7K
|
364K
$8.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-949- 6.96% |
$23.1K - $23.9K
|
12.7K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-885- 7.83% |
$21.6K - $22.3K
|
10.4K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-842- 1.73% |
$20.5K - $21.2K
|
47.7K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-655- 3.89% |
$16K - $16.5K
|
16.2K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-600- 2.64% |
$14.6K - $15.1K
|
22.2K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-379- 0.54% |
$9.24K - $9.55K
|
69.3K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-239- 2.01% |
$5.83K - $6.02K
|
11.7K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-211- 2.33% |
$5.14K - $5.32K
|
8.84K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-203- 0.3% |
$4.95K - $5.12K
|
67K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 0.35% |
$4.88K - $5.04K
|
57K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.77% |
$4.14K - $4.28K
|
21.9K
$540K
|