Latest Institutional Sells of Ishares Tr Esg Msci Usa Leader (SUSL)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) 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
|
Bank Of Italy
|
SELL
|
- |
-1.55M- 48.36% |
$155M - $167M
|
1.65M
$174M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41K- 17.03% |
$141K - $152K
|
6.85K
$722K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.98% |
$57.2K - $61.5K
|
28.2K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-523- 2.49% |
$52.5K - $56.4K
|
20.5K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-514- 4.91% |
$51.6K - $55.4K
|
9.95K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-191- 1.62% |
$19.2K - $20.6K
|
11.6K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-141- 4.36% |
$14.2K - $15.2K
|
3.09K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-23- 0.15% |
$2.31K - $2.48K
|
15.4K
$1.63M
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$40.6K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.7K- 5.54% |
$3.08M - $3.42M
|
574K
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30K- 92.74% |
$2.75M - $3.05M
|
2.35K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-17.4K- 47.46% |
$1.59M - $1.76M
|
19.2K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 4.01% |
$642K - $714K
|
168K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 23.4% |
$354K - $393K
|
12.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.47K- 4.64% |
$317K - $353K
|
71.3K
$7.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$56.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-926- 1.61% |
$84.6K - $94.1K
|
56.7K
$5.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-786- 19.82% |
$71.8K - $79.8K
|
3.18K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-755- 6.92% |
$69K - $76.7K
|
10.2K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-662- 0.31% |
$60.5K - $67.3K
|
213K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-644- 2.7% |
$58.9K - $65.4K
|
23.2K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 3.05% |
$58.1K - $64.6K
|
20.2K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-476- 5.63% |
$43.5K - $48.4K
|
7.99K
$841K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-431- 0.52% |
$39.4K - $43.8K
|
81.9K
$8.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-352- 50.57% |
$32.2K - $35.8K
|
344
$36.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.81% |
$29.1K - $32.3K
|
17.3K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-317- 3.93% |
$29K - $32.2K
|
7.76K
$817K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-313- 2.44% |
$28.6K - $31.8K
|
12.5K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 1.63% |
$24.7K - $27.4K
|
16.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-258- 9.55% |
$23.6K - $26.2K
|
2.44K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-256- 5.51% |
$23.4K - $26K
|
4.39K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-232- 3.67% |
$21.2K - $23.6K
|
6.08K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-209- 2.91% |
$19.1K - $21.2K
|
6.98K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-207- 0.77% |
$18.9K - $21K
|
26.5K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 3.42% |
$18.3K - $20.3K
|
5.64K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-183- 2.2% |
$16.7K - $18.6K
|
8.14K
$858K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-105- 2.91% |
$9.6K - $10.7K
|
3.5K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 3.39% |
$8.04K - $8.94K
|
2.51K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74- 0.16% |
$6.76K - $7.52K
|
46K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-65- 2.23% |
$5.94K - $6.6K
|
2.85K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-62- 2.08% |
$5.67K - $6.3K
|
2.92K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 0.18% |
$5.12K - $5.69K
|
31.3K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42- 1.78% |
$3.84K - $4.27K
|
2.31K
$244K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-25- 0.5% |
$2.29K - $2.54K
|
4.98K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-19- 1.49% |
$1.74K - $1.93K
|
1.26K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 3.27% |
$823 - $914
|
266
$28K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9- 0.19% |
$823 - $914
|
4.67K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-4- 0.1% |
$366 - $406
|
3.97K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.73% |
$183 - $203
|
271
$28.6K
|
|