Latest Institutional Sells of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45.7K- 8.06% |
$1.04M - $1.09M
|
521K
$11.9M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 9.47% |
$679K - $713K
|
286K
$6.54M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.7K- 9.84% |
$515K - $541K
|
208K
$4.76M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-20K- 59.92% |
$453K - $476K
|
13.4K
$306K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$588K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15K- 23.64% |
$339K - $356K
|
48.4K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12K- 43.55% |
$273K - $287K
|
15.6K
$357K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.75K- 8.76% |
$221K - $232K
|
101K
$2.32M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.03K- 96.79% |
$205K - $215K
|
299
$6.83K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.5K- 8.55% |
$125K - $131K
|
58.8K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.84K- 10.49% |
$110K - $115K
|
41.3K
$942K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.3K- 7.7% |
$97.5K - $102K
|
51.6K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.84K- 25.12% |
$87K - $91.4K
|
11.4K
$261K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3K- 19.63% |
$68K - $71.4K
|
12.3K
$280K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 4.14% |
$65.2K - $68.5K
|
66.6K
$1.52M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.48% |
$62.1K - $65.2K
|
33.9K
$774K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.26K- 11.61% |
$51.2K - $53.8K
|
17.2K
$393K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.57K- 4.12% |
$35.5K - $37.3K
|
36.5K
$833K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-709- 13.03% |
$16.1K - $16.9K
|
4.73K
$108K
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-520- 2.23% |
$11.8K - $12.4K
|
22.8K
$521K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-405- 0.29% |
$9.17K - $9.64K
|
137K
$3.13M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-399- 4.27% |
$9.04K - $9.5K
|
8.94K
$204K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-304- 1.94% |
$6.89K - $7.24K
|
15.3K
$351K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-268- 2.54% |
$6.07K - $6.38K
|
10.3K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-236- 1.52% |
$5.35K - $5.62K
|
15.3K
$349K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-181- 0.26% |
$4.1K - $4.31K
|
68.3K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-170- 0.99% |
$3.85K - $4.05K
|
17K
$388K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-129- 18.12% |
$2.92K - $3.07K
|
583
$13.3K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-53- 0.41% |
$1.2K - $1.26K
|
13K
$297K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 0.18% |
$294 - $309
|
7.29K
$167K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-205K- 19.66% |
$4.6M - $4.89M
|
836K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-200K- 10.22% |
$4.5M - $4.78M
|
1.76M
$40.1M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-175K- 19.34% |
$3.95M - $4.19M
|
731K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87.6K- 78.2% |
$1.97M - $2.09M
|
24.4K
$558K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.4K- 4.78% |
$460K - $489K
|
407K
$9.3M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 12.08% |
$359K - $382K
|
116K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.9K- 31.06% |
$336K - $357K
|
33.1K
$756K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12K- 25.96% |
$270K - $286K
|
34.1K
$780K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$229K - $243K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.87K- 5.18% |
$155K - $164K
|
126K
$2.87M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 30.31% |
$128K - $136K
|
13.1K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.1K- 20.37% |
$115K - $122K
|
19.9K
$455K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 8.06% |
$100K - $106K
|
50.7K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 10.06% |
$95.1K - $101K
|
37.8K
$863K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.3K- 2.45% |
$74.3K - $78.9K
|
131K
$3M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.81K- 7.96% |
$63.2K - $67.1K
|
32.4K
$741K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 8.53% |
$51.1K - $54.3K
|
24.3K
$556K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 17.47% |
$40.3K - $42.8K
|
8.45K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 10.4% |
$36.8K - $39.1K
|
14.1K
$321K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.61K- 6.42% |
$36.3K - $38.6K
|
23.5K
$537K
|