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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 30.43% |
$34.4K - $39.7K
|
1.28K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-429- 6.86% |
$26.3K - $30.4K
|
5.83K
$630K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-328- 6.32% |
$20.3K - $24.5K
|
4.86K
$525K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.2MClosed |
$77M - $96.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.77KClosed |
$434K - $542K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.51KClosed |
$225K - $281K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.55KClosed |
$185K - $216K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.4KClosed |
$175K - $203K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.38KClosed |
$173K - $201K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-750Closed |
$54.6K - $63.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750- 62.24% |
$54.6K - $63.5K
|
455
$49.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-651Closed |
$47.4K - $55.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-590Closed |
$43K - $50K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-18Closed |
$1.31K - $1.52K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-6.45KClosed |
$482K - $515K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-640Closed |
$41K - $44.3K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-272- 89.77% |
$17.4K - $18.8K
|
31
$3.35K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-16Closed |
$1.03K - $1.11K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Sageworth Trust CO
|
SELL
|
- |
-58Closed |
$3.27K - $3.77K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5KClosed |
$1.23M - $1.6M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-82Closed |
$3.53K - $4.61K
|
0
$0
|
|