Latest Institutional Sells of Ishares Tr Msci Usa Esg Select (SUSA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Usa Esg Select (SUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09M- 72.6% |
$138M - $148M
|
411K
$56.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146K- 37.5% |
$18.5M - $19.8M
|
243K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96.8K- 16.39% |
$12.3M - $13.1M
|
493K
$67.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-46.7K- 37.22% |
$5.91M - $6.33M
|
78.7K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.6K- 7.68% |
$4.76M - $5.1M
|
452K
$62.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 1.57% |
$2.91M - $3.12M
|
1.44M
$198M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 39.06% |
$2.73M - $2.93M
|
33.7K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 45.38% |
$2.08M - $2.22M
|
19.7K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.5K- 3.35% |
$1.84M - $1.97M
|
418K
$57.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 7.26% |
$1.6M - $1.72M
|
162K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 3.92% |
$1.52M - $1.63M
|
295K
$40.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.3K- 3.36% |
$1.31M - $1.4M
|
296K
$40.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.69K- 5.43% |
$1.23M - $1.31M
|
169K
$23.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.61K- 31.99% |
$1.22M - $1.3M
|
20.4K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.52K- 0.81% |
$1.08M - $1.16M
|
1.04M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.35K- 17.31% |
$1.06M - $1.13M
|
39.9K
$5.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.11K- 2.18% |
$1.03M - $1.1M
|
363K
$49.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.92K- 4.22% |
$1M - $1.07M
|
180K
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-7.71K- 79.98% |
$977K - $1.05M
|
1.93K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.61K- 72.37% |
$963K - $1.03M
|
2.9K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-7.36K- 31.9% |
$932K - $999K
|
15.7K
$2.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-6.08K- 15.13% |
$769K - $824K
|
34.1K
$4.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.93K- 12.34% |
$751K - $805K
|
42.1K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.8K- 10.96% |
$735K - $787K
|
47.1K
$6.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-5.63K- 0.95% |
$713K - $764K
|
589K
$80.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.6K- 6.01% |
$709K - $759K
|
87.5K
$12M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.35K- 55.96% |
$678K - $726K
|
4.21K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.47K- 4.2% |
$567K - $607K
|
102K
$14M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.72K- 16.94% |
$471K - $505K
|
18.3K
$2.51M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.49K- 9.93% |
$442K - $474K
|
31.7K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 1.87% |
$411K - $440K
|
170K
$23.4M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-2.97K- 17.43% |
$376K - $403K
|
14.1K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.84K- 24.63% |
$360K - $386K
|
8.7K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.84K- 5.41% |
$360K - $386K
|
49.7K
$6.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 6.09% |
$353K - $379K
|
43K
$5.91M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.7K- 50.0% |
$342K - $366K
|
2.7K
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.68K- 0.93% |
$339K - $364K
|
285K
$39.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.62K- 36.75% |
$332K - $355K
|
4.51K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.29K- 10.24% |
$290K - $311K
|
20.1K
$2.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.26K- 2.36% |
$286K - $306K
|
93.2K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.25K- 44.34% |
$285K - $305K
|
2.82K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.11K- 33.19% |
$267K - $286K
|
4.25K
$583K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.09K- 25.81% |
$265K - $284K
|
6.01K
$825K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.96K- 9.53% |
$248K - $266K
|
18.6K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.9K- 17.87% |
$241K - $258K
|
8.74K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.85K- 11.35% |
$234K - $251K
|
14.4K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.82K- 7.16% |
$231K - $247K
|
23.6K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.78K- 2.35% |
$226K - $242K
|
73.9K
$10.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 95.74% |
$208K - $223K
|
73
$10K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.54K- 33.61% |
$195K - $209K
|
3.04K
$418K
|
|