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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 4.93% |
$15K - $15.4K
|
11.8K
$296K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 69.17% |
$12.1K - $12.3K
|
218
$5.48K
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-486- 1.93% |
$12K - $12.2K
|
24.7K
$622K
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-413- 2.9% |
$10.2K - $10.4K
|
13.8K
$348K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-405- 4.46% |
$9.99K - $10.2K
|
8.68K
$218K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-397- 1.63% |
$9.79K - $9.99K
|
24K
$603K
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-387- 2.26% |
$9.54K - $9.74K
|
16.7K
$421K
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-329- 1.39% |
$8.11K - $8.28K
|
23.3K
$586K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-294- 1.61% |
$7.25K - $7.4K
|
17.9K
$451K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 4.05% |
$6.17K - $6.29K
|
5.93K
$149K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-155- 1.76% |
$3.82K - $3.9K
|
8.67K
$218K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 8.46% |
$3.5K - $3.57K
|
1.54K
$38.6K
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-137- 1.06% |
$3.38K - $3.45K
|
12.8K
$322K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-132- 19.79% |
$3.26K - $3.32K
|
535
$13.4K
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$2.56K - $2.62K
|
16.1K
$406K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$2.52K - $2.57K
|
11.5K
$289K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-92- 0.47% |
$2.27K - $2.32K
|
19.6K
$493K
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 0.87% |
$2.12K - $2.16K
|
9.81K
$247K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40- 0.21% |
$986 - $1.01K
|
18.6K
$469K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-32- 0.37% |
$789 - $805
|
8.52K
$214K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-16- 0.18% |
$395 - $403
|
8.9K
$224K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 2.99% |
$370 - $378
|
486
$12.2K
|
|
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
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.41% |
$98.6 - $101
|
974
$24.5K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.04% |
$98.6 - $101
|
11.3K
$284K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$24.7 - $25.2
|
3.36K
$84.4K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 32.82% |
$3.95M - $4.01M
|
329K
$8.26M
|
|
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
$12.7M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63.3K- 65.18% |
$1.56M - $1.58M
|
33.8K
$850K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.5K- 44.23% |
$972K - $988K
|
49.8K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 54.83% |
$822K - $835K
|
27.5K
$692K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-23.8K- 82.56% |
$585K - $594K
|
5.02K
$126K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 35.39% |
$419K - $426K
|
31.1K
$782K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.2K- 3.08% |
$326K - $331K
|
416K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 2.51% |
$285K - $290K
|
450K
$11.3M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.59K- 13.53% |
$187K - $190K
|
48.5K
$1.22M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.12K- 10.23% |
$150K - $153K
|
53.7K
$1.35M
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.77K- 40.84% |
$142K - $144K
|
8.37K
$210K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.77K- 40.84% |
$142K - $144K
|
8.37K
$210K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.15K- 51.3% |
$127K - $129K
|
4.89K
$123K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.93K- 3.22% |
$96.8K - $98.3K
|
118K
$2.97M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.6K- 11.04% |
$88.6K - $90K
|
29K
$729K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 12.61% |
$60.7K - $61.7K
|
17.1K
$430K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$43.8K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.9K- 19.97% |
$46.7K - $47.5K
|
7.61K
$191K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 2.74% |
$29.6K - $30.1K
|
42.7K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.12K- 0.33% |
$27.5K - $27.9K
|
334K
$8.39M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.95% |
$25.8K - $26.2K
|
16.6K
$416K
|