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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19K- 84.93% |
$1.64M - $2.06M
|
3.37K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17.8K- 19.52% |
$1.54M - $1.93M
|
73.5K
$8.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 14.93% |
$1.43M - $1.8M
|
94.7K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 1.91% |
$1.33M - $1.68M
|
795K
$88.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.86K- 10.18% |
$763K - $960K
|
78.2K
$8.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.8K- 1.26% |
$758K - $953K
|
688K
$76.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.74K- 97.81% |
$752K - $947K
|
196
$21.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-8.6K- 81.81% |
$740K - $931K
|
1.91K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.38K- 3.28% |
$636K - $800K
|
218K
$24.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-6.41K- 44.86% |
$552K - $695K
|
7.88K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 7.37% |
$445K - $560K
|
65K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.67K- 7.26% |
$403K - $506K
|
59.7K
$6.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.1K- 11.53% |
$353K - $445K
|
31.5K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.41K- 4.64% |
$208K - $261K
|
49.6K
$5.53M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.07K- 2.95% |
$178K - $224K
|
68.2K
$7.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 35.06% |
$164K - $206K
|
3.52K
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 2.17% |
$153K - $192K
|
80K
$8.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 14.02% |
$135K - $169K
|
9.59K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.56K- 24.36% |
$134K - $169K
|
4.83K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.53K- 7.33% |
$132K - $166K
|
19.4K
$2.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 2.22% |
$124K - $156K
|
63.7K
$7.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 6.76% |
$114K - $144K
|
18.3K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.07% |
$105K - $132K
|
13.9K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.13K- 28.41% |
$97.2K - $122K
|
2.85K
$318K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 4.29% |
$96.3K - $121K
|
24.9K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-876- 9.84% |
$75.4K - $94.9K
|
8.02K
$896K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 22.21% |
$57.9K - $72.8K
|
2.35K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-600- 14.29% |
$51.7K - $65K
|
3.6K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-558- 5.43% |
$48.1K - $60.5K
|
9.72K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-536- 84.41% |
$46.2K - $58.1K
|
99
$11.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 16.99% |
$45.1K - $56.8K
|
2.56K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-394- 56.61% |
$33.9K - $42.7K
|
302
$33.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-363- 6.25% |
$31.3K - $39.3K
|
5.44K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-338- 9.29% |
$29.1K - $36.6K
|
3.3K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-325- 5.46% |
$28K - $35.2K
|
5.62K
$628K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-306- 10.68% |
$26.4K - $33.2K
|
2.56K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-289- 2.66% |
$24.9K - $31.3K
|
10.6K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-271- 3.41% |
$23.3K - $29.4K
|
7.69K
$858K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-271- 2.92% |
$23.3K - $29.4K
|
9.03K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 50.0% |
$23K - $28.9K
|
267
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-257- 1.32% |
$22.1K - $27.8K
|
19.2K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-240- 7.26% |
$20.7K - $26K
|
3.07K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-194- 4.92% |
$16.7K - $21K
|
3.75K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-179- 0.79% |
$15.4K - $19.4K
|
22.5K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 1.02% |
$13.5K - $17K
|
15.3K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-128- 37.1% |
$11K - $13.9K
|
217
$24.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-110- 2.26% |
$9.47K - $11.9K
|
4.76K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 2.33% |
$9.13K - $11.5K
|
4.45K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 0.14% |
$5.17K - $6.5K
|
42.5K
$4.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-42- 0.69% |
$3.62K - $4.55K
|
6.05K
$676K
|