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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.5K- 85.99% |
$842K - $872K
|
6.12K
$142K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.3K- 5.99% |
$277K - $287K
|
194K
$4.48M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.29K- 8.93% |
$141K - $146K
|
64.1K
$1.48M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.28K- 16.63% |
$141K - $146K
|
31.5K
$729K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.13K- 60.54% |
$115K - $119K
|
3.35K
$77.4K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.35K- 5.68% |
$97.7K - $101K
|
72.3K
$1.67M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.91K- 26.48% |
$87.6K - $90.7K
|
10.8K
$251K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.51K- 12.5% |
$56.3K - $58.4K
|
17.6K
$407K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.7K- 13.9% |
$38.1K - $39.4K
|
10.5K
$243K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 7.08% |
$29K - $30.1K
|
17K
$393K
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-803- 6.93% |
$18K - $18.7K
|
10.8K
$250K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-626- 1.8% |
$14K - $14.5K
|
34.2K
$792K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-591- 1.95% |
$13.3K - $13.7K
|
29.8K
$688K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-419- 2.16% |
$9.4K - $9.73K
|
18.9K
$438K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-325- 1.19% |
$7.29K - $7.55K
|
27K
$623K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-256- 30.62% |
$5.74K - $5.95K
|
580
$13.4K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-180- 1.22% |
$4.04K - $4.18K
|
14.6K
$337K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-86- 3.04% |
$1.93K - $2K
|
2.75K
$63.5K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-17- 0.08% |
$381 - $395
|
22.1K
$512K
|
|
Q1 2025 | |||||||
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-633K- 25.0% |
$14.2M - $14.7M
|
1.9M
$43.9M
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-310K- 23.47% |
$6.94M - $7.19M
|
1.01M
$23.3M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-114K- 8.41% |
$2.55M - $2.64M
|
1.24M
$28.6M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.2K- 9.09% |
$2.18M - $2.26M
|
973K
$22.5M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-89.4K- 65.15% |
$2M - $2.08M
|
47.8K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64K- 27.81% |
$1.43M - $1.49M
|
166K
$3.84M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-50K- 22.33% |
$1.12M - $1.16M
|
174K
$4.02M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-41.1K- 66.5% |
$921K - $954K
|
20.7K
$479K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.9K- 32.45% |
$648K - $671K
|
60.1K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.2K- 6.97% |
$633K - $655K
|
377K
$8.71M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.7K- 48.77% |
$553K - $573K
|
25.9K
$599K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$546K - $565K
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20K- 8.35% |
$448K - $464K
|
219K
$5.07M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.6K- 10.91% |
$440K - $456K
|
160K
$3.71M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 18.48% |
$435K - $451K
|
85.6K
$1.98M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.1K- 11.49% |
$429K - $444K
|
147K
$3.41M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.5K- 26.27% |
$392K - $406K
|
49.1K
$1.14M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 10.52% |
$377K - $391K
|
143K
$3.31M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 2.93% |
$364K - $377K
|
538K
$12.4M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15K- 29.1% |
$336K - $348K
|
36.6K
$845K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.6K- 14.93% |
$282K - $292K
|
71.6K
$1.66M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-11.7K- 18.98% |
$262K - $271K
|
49.8K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 19.67% |
$254K - $263K
|
46.3K
$1.07M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-11.3K- 10.15% |
$253K - $262K
|
99.9K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 4.94% |
$231K - $239K
|
198K
$4.58M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.2K- 21.05% |
$228K - $236K
|
38.2K
$883K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.52K- 27.38% |
$213K - $221K
|
25.2K
$584K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.51K- 38.62% |
$213K - $221K
|
15.1K
$350K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.17K- 0.12% |
$206K - $213K
|
7.47M
$173M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.22K- 56.91% |
$184K - $191K
|
6.22K
$144K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.64K- 1.35% |
$126K - $131K
|
413K
$9.55M
|