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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.17K- 7.37% |
$445K - $560K
|
65K
$7.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 2.17% |
$153K - $192K
|
80K
$8.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.07% |
$105K - $132K
|
13.9K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 16.99% |
$45.1K - $56.8K
|
2.56K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-363- 6.25% |
$31.3K - $39.3K
|
5.44K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-325- 5.46% |
$28K - $35.2K
|
5.62K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-306- 10.68% |
$26.4K - $33.2K
|
2.56K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-289- 2.66% |
$24.9K - $31.3K
|
10.6K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-271- 2.92% |
$23.3K - $29.4K
|
9.03K
$975K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-42- 0.69% |
$3.62K - $4.55K
|
6.05K
$654K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119K- 14.56% |
$11.3M - $12.8M
|
697K
$75.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.8K- 10.01% |
$5.13M - $5.8M
|
484K
$52.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43K- 5.04% |
$4.1M - $4.64M
|
810K
$87.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 17.58% |
$2.27M - $2.56M
|
111K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.7K- 17.78% |
$1.88M - $2.13M
|
91.3K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 65.13% |
$1.83M - $2.07M
|
10.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-8.3K- 44.13% |
$791K - $895K
|
10.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.15K- 15.17% |
$586K - $663K
|
34.4K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 23.16% |
$443K - $501K
|
15.4K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.17K- 6.08% |
$397K - $449K
|
64.4K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.06K- 35.13% |
$292K - $330K
|
5.65K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.91K- 12.89% |
$277K - $313K
|
19.6K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 7.56% |
$203K - $230K
|
26.1K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.9K- 74.94% |
$181K - $205K
|
635
$68.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.85K- 11.97% |
$176K - $199K
|
13.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.82K- 7.3% |
$174K - $196K
|
23.1K
$2.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.64K- 42.51% |
$157K - $177K
|
2.22K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.61K- 17.87% |
$153K - $173K
|
7.39K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.58K- 11.45% |
$151K - $170K
|
12.2K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.54K- 6.53% |
$147K - $166K
|
22K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 3.32% |
$143K - $162K
|
43.7K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.34K- 14.72% |
$128K - $144K
|
7.76K
$838K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-1.23K- 23.78% |
$117K - $133K
|
3.94K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 12.75% |
$111K - $125K
|
7.96K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 1.98% |
$107K - $121K
|
55.5K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.08K- 6.27% |
$103K - $116K
|
16.1K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 2.31% |
$95.9K - $108K
|
42.5K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-781- 14.77% |
$74.5K - $84.2K
|
4.51K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-721- 7.5% |
$68.7K - $77.7K
|
8.9K
$961K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-659- 21.29% |
$62.8K - $71.1K
|
2.44K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-636- 5.56% |
$60.6K - $68.6K
|
10.8K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-608- 11.93% |
$58K - $65.6K
|
4.49K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-591- 15.5% |
$56.4K - $63.7K
|
3.22K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-431- 9.28% |
$41.1K - $46.5K
|
4.21K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-419- 8.43% |
$40K - $45.2K
|
4.55K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-300- 6.67% |
$28.6K - $32.3K
|
4.2K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-213- 3.23% |
$20.3K - $23K
|
6.39K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-205- 5.01% |
$19.5K - $22.1K
|
3.89K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-119- 1.08% |
$11.3K - $12.8K
|
10.9K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-112- 3.83% |
$10.7K - $12.1K
|
2.81K
$304K
|
|