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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48M- 66.21% |
$36.5M - $37.1M
|
757K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-532K- 86.92% |
$13.1M - $13.3M
|
80K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-115K- 51.68% |
$2.84M - $2.88M
|
108K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-102K- 90.64% |
$2.5M - $2.54M
|
10.5K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72.3K- 32.27% |
$1.78M - $1.81M
|
152K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.9K- 25.28% |
$956K - $971K
|
115K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.7K- 73.43% |
$953K - $968K
|
14K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 22.2% |
$514K - $523K
|
73.3K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.59K- 13.53% |
$187K - $190K
|
48.5K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 16.48% |
$173K - $176K
|
35.6K
$893K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.74K- 4.31% |
$166K - $169K
|
150K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.35K- 7.39% |
$156K - $159K
|
79.5K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.43K- 33.35% |
$134K - $136K
|
10.8K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.15K- 51.3% |
$127K - $129K
|
4.89K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-4.53K- 25.13% |
$111K - $113K
|
13.5K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 19.1% |
$110K - $112K
|
19K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.16K- 19.01% |
$102K - $104K
|
17.7K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 5.98% |
$76.1K - $77.3K
|
48.6K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.84K- 3.44% |
$69.8K - $70.9K
|
79.6K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-2.02K- 7.86% |
$49.6K - $50.4K
|
23.6K
$592K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$43.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.48% |
$44.4K - $45.1K
|
10.6K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.08K- 6.61% |
$26.5K - $26.9K
|
15.2K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-700- 2.07% |
$17.2K - $17.5K
|
33K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-671- 4.13% |
$16.5K - $16.8K
|
15.6K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-577- 3.13% |
$14.2K - $14.4K
|
17.9K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-275- 0.74% |
$6.77K - $6.87K
|
37K
$927K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-248- 0.11% |
$6.1K - $6.2K
|
220K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-241- 0.24% |
$5.93K - $6.02K
|
98.8K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-210- 1.71% |
$5.17K - $5.25K
|
12.1K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-209- 2.28% |
$5.14K - $5.22K
|
8.95K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-180- 1.96% |
$4.43K - $4.5K
|
9.02K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-152- 0.11% |
$3.74K - $3.8K
|
141K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-139- 0.97% |
$3.42K - $3.47K
|
14.2K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.4% |
$3.37K - $3.42K
|
34.2K
$857K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 0.81% |
$3K - $3.05K
|
15K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.27% |
$959 - $975
|
1.68K
$42.1K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.4% |
$640 - $650
|
6.51K
$163K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-450K- 49.05% |
$11.1M - $11.3M
|
468K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.6K- 33.06% |
$951K - $970K
|
78.2K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.6K- 41.39% |
$581K - $593K
|
33.4K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.9K- 15.33% |
$515K - $526K
|
116K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.3K- 4.2% |
$498K - $509K
|
462K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 20.56% |
$388K - $396K
|
61K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.8K- 22.57% |
$315K - $321K
|
43.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12.4K- 9.25% |
$306K - $312K
|
122K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 10.95% |
$152K - $155K
|
50.3K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5K- 9.09% |
$123K - $126K
|
50K
$1.25M
|
|