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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 1.64% |
$202 - $209
|
541
$12.5K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35.1K- 92.88% |
$795K - $835K
|
2.69K
$62.2K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17.4K- 40.31% |
$394K - $414K
|
25.7K
$595K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.8K- 60.81% |
$336K - $353K
|
9.57K
$221K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-9.03K- 96.79% |
$205K - $215K
|
299
$6.92K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.5K- 8.55% |
$125K - $131K
|
58.8K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-4.31K- 21.79% |
$97.7K - $103K
|
15.5K
$358K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.48% |
$62.1K - $65.2K
|
33.9K
$784K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.52K- 13.14% |
$34.4K - $36.2K
|
10K
$232K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-709- 13.03% |
$16.1K - $16.9K
|
4.73K
$109K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-399- 4.27% |
$9.04K - $9.5K
|
8.94K
$207K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-268- 2.54% |
$6.07K - $6.38K
|
10.3K
$238K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-208- 3.05% |
$4.71K - $4.95K
|
6.62K
$153K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 57.8% |
$4.53K - $4.76K
|
146
$3.38K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 25.0% |
$4.53K - $4.76K
|
600
$13.9K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 15.77% |
$2.27K - $2.38K
|
534
$12.4K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-28- 3.36% |
$634 - $666
|
806
$18.6K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20- 18.52% |
$453 - $476
|
88
$2.04K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 0.18% |
$294 - $309
|
7.29K
$169K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$229K - $243K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 30.31% |
$128K - $136K
|
13.1K
$303K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 8.53% |
$51.1K - $54.3K
|
24.3K
$563K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 11.72% |
$32.1K - $34.1K
|
10.7K
$248K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.39K- 12.47% |
$31.2K - $33.1K
|
9.72K
$225K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 8.21% |
$26.4K - $28K
|
13.1K
$303K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-880- 8.53% |
$19.8K - $21K
|
9.43K
$218K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-523- 58.57% |
$11.8K - $12.5K
|
370
$8.56K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-215- 2.4% |
$4.84K - $5.14K
|
8.74K
$202K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-138- 1.01% |
$3.11K - $3.3K
|
13.5K
$312K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-240K- 52.33% |
$5.33M - $5.5M
|
218K
$5.05M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 99.63% |
$228K - $235K
|
38
$879
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-5.07K- 27.24% |
$113K - $116K
|
13.6K
$313K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.81% |
$36.7K - $37.8K
|
41.6K
$961K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 4.71% |
$33.2K - $34.2K
|
30.2K
$698K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$14.8K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-354- 80.45% |
$7.88K - $8.12K
|
86
$1.99K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.11% |
$156 - $161
|
6.51K
$151K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228K- 99.34% |
$5.16M - $5.3M
|
1.51K
$35K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.9K- 44.49% |
$292K - $300K
|
16.1K
$372K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.18K- 45.48% |
$185K - $191K
|
9.81K
$227K
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$110K - $113K
|
30.7K
$710K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.47K- 91.5% |
$78.6K - $80.7K
|
322
$7.45K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.38K- 10.15% |
$135K - $149K
|
56.4K
$1.31M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.5K- 3.46% |
$74K - $81.9K
|
97.8K
$2.26M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 65.98% |
$1.35K - $1.5K
|
33
$763
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.81K- 9.98% |
$39.4K - $41.4K
|
16.4K
$378K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9K- 98.9% |
$202K - $209K
|
100
$2.31K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.16K- 1.18% |
$93.3K - $96.5K
|
348K
$8.05M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 56.74% |
$7.73K - $8K
|
263
$6.08K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 27.0% |
$24.2K - $25.5K
|
2.94K
$68K
|