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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-620- 8.59% |
$13.8K - $14.5K
|
6.6K
$153K
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-291- 2.9% |
$6.47K - $6.82K
|
9.76K
$226K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-86- 0.67% |
$1.91K - $2.02K
|
12.8K
$296K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-98- 0.54% |
$2.07K - $2.26K
|
18K
$417K
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-41- 0.32% |
$867 - $945
|
12.6K
$291K
|
|
Q3 2022 | |||||||
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-32.4KClosed |
$702K - $776K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11.7K- 95.45% |
$254K - $281K
|
560
$13K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.83K- 25.98% |
$213K - $235K
|
28K
$648K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-463- 7.12% |
$10K - $11.1K
|
6.04K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-130- 0.85% |
$2.81K - $3.11K
|
15.2K
$352K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-92.9KClosed |
$2.11M - $2.34M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-51KClosed |
$1.16M - $1.29M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$393K - $437K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11.4KClosed |
$258K - $286K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-10.8KClosed |
$244K - $271K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8KClosed |
$181K - $201K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-927Closed |
$21K - $23.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20.4K - $22.7K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-302- 2.45% |
$6.85K - $7.61K
|
12K
$278K
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-242KClosed |
$5.98M - $6.55M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-230KClosed |
$5.68M - $6.22M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.9KClosed |
$739K - $809K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-15.3KClosed |
$378K - $414K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-13KClosed |
$322K - $352K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-11.2KClosed |
$276K - $302K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.06KClosed |
$50.9K - $55.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 50.0% |
$1.85K - $2.03K
|
75
$1.73K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11KClosed |
$300K - $307K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9.06KClosed |
$246K - $252K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.51KClosed |
$122K - $125K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.15K- 12.43% |
$85.5K - $87.7K
|
22.2K
$513K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.8KClosed |
$75.9K - $77.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-846Closed |
$23K - $23.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-321Closed |
$8.71K - $8.93K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$307K - $314K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.52KClosed |
$262K - $267K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8.19KClosed |
$225K - $230K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.6KClosed |
$98.9K - $101K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-558Closed |
$15.3K - $15.7K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-103KClosed |
$2.78M - $2.86M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-34.1KClosed |
$918K - $945K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.9KClosed |
$294K - $303K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8.38KClosed |
$226K - $232K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-7.63KClosed |
$206K - $212K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-4.58KClosed |
$123K - $127K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84KClosed |
$76.5K - $78.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3KClosed |
$35.1K - $36.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-800Closed |
$21.6K - $22.2K
|
0
$0
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-334Closed |
$9K - $9.26K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-220Closed |
$5.93K - $6.1K
|
0
$0
|