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 |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-99.2K- 86.76% |
$2.45M - $2.5M
|
15.1K
$380K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-66.9KClosed |
$1.65M - $1.69M
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$708K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30.9K- 16.66% |
$762K - $777K
|
154K
$3.88M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 85.87% |
$546K - $557K
|
3.64K
$91.4K
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-15.8K- 7.85% |
$390K - $398K
|
186K
$4.66M
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-14K- 4.97% |
$345K - $352K
|
268K
$6.72M
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-12.2K- 80.28% |
$300K - $306K
|
2.99K
$75.1K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 7.58% |
$284K - $290K
|
140K
$3.52M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.02K- 53.65% |
$198K - $202K
|
6.93K
$174K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.75K- 11.83% |
$142K - $145K
|
42.8K
$1.08M
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.07K- 6.36% |
$125K - $128K
|
74.6K
$1.87M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 21.61% |
$111K - $113K
|
16.3K
$410K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.71K- 7.44% |
$91.5K - $93.4K
|
46.2K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 13.17% |
$83.9K - $85.7K
|
22.4K
$564K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.86K- 12.77% |
$70.6K - $72K
|
19.5K
$491K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 5.58% |
$65.6K - $67K
|
45K
$1.13M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-2.48K- 2.79% |
$61.1K - $62.3K
|
86.2K
$2.16M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.46K- 5.79% |
$60.6K - $61.8K
|
40K
$1M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.97K- 18.72% |
$48.5K - $49.5K
|
8.55K
$215K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.92K- 17.6% |
$47.3K - $48.3K
|
8.99K
$226K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.7K- 16.01% |
$42K - $42.9K
|
8.94K
$225K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-807- 1.39% |
$19.9K - $20.3K
|
57.4K
$1.44M
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-794- 2.15% |
$19.6K - $20K
|
36.2K
$909K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 69.17% |
$12.1K - $12.3K
|
218
$5.47K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-413- 2.9% |
$10.2K - $10.4K
|
13.8K
$347K
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-387- 2.26% |
$9.54K - $9.74K
|
16.7K
$421K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-155- 1.76% |
$3.82K - $3.9K
|
8.67K
$218K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-92- 0.47% |
$2.27K - $2.32K
|
19.6K
$492K
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 0.87% |
$2.12K - $2.16K
|
9.81K
$246K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-32- 0.37% |
$789 - $805
|
8.52K
$214K
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-8- 0.1% |
$197 - $201
|
8.24K
$207K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$148 - $151
|
14.6K
$367K
|
|
Q1 2025 | |||||||
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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 32.82% |
$3.95M - $4.01M
|
329K
$8.25M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 10.08% |
$2.74M - $2.79M
|
994K
$25M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 16.67% |
$2.48M - $2.52M
|
503K
$12.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-90.8K- 49.71% |
$2.23M - $2.27M
|
91.9K
$2.31M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63.3K- 65.18% |
$1.56M - $1.58M
|
33.8K
$849K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.2K- 85.65% |
$1.33M - $1.35M
|
9.09K
$228K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.8K- 36.82% |
$1.18M - $1.2M
|
82.1K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.5K- 44.23% |
$972K - $988K
|
49.8K
$1.25M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.7K- 73.43% |
$953K - $968K
|
14K
$352K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 54.83% |
$822K - $835K
|
27.5K
$691K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-23.8K- 82.56% |
$585K - $594K
|
5.02K
$126K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.5K- 28.85% |
$530K - $538K
|
53.1K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 22.2% |
$514K - $523K
|
73.3K
$1.84M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.7K- 34.26% |
$510K - $518K
|
39.7K
$998K
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-17.3K- 11.49% |
$426K - $432K
|
133K
$3.35M
|