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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50.6K- 51.05% |
$5.73M - $6.4M
|
48.5K
$5.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38.5K- 74.62% |
$4.36M - $4.86M
|
13.1K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5K- 56.31% |
$566K - $632K
|
3.88K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 29.2% |
$280K - $312K
|
5.99K
$684K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-620- 14.69% |
$70.2K - $78.3K
|
3.6K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 2.43% |
$62K - $69.2K
|
22K
$2.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-543- 4.08% |
$61.5K - $68.6K
|
12.8K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-317- 2.6% |
$35.9K - $40.1K
|
11.9K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-295- 4.97% |
$33.4K - $37.3K
|
5.65K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-267- 10.13% |
$30.2K - $33.7K
|
2.37K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-172- 5.63% |
$19.5K - $21.7K
|
2.88K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127- 4.18% |
$14.4K - $16K
|
2.91K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 4.73% |
$13.9K - $15.5K
|
2.48K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-75- 2.17% |
$8.49K - $9.48K
|
3.39K
$387K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-73- 3.01% |
$8.27K - $9.22K
|
2.35K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 1.33% |
$7.93K - $8.85K
|
5.21K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-50- 2.27% |
$5.66K - $6.32K
|
2.15K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-27- 0.78% |
$3.06K - $3.41K
|
3.43K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.69% |
$2.6K - $2.91K
|
1.34K
$153K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.45% |
$1.7K - $1.9K
|
3.28K
$375K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72.9K- 99.98% |
$8.6M - $9.26M
|
12
$1.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 81.49% |
$4.57M - $4.92M
|
8.79K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.4K- 5.06% |
$3.47M - $3.74M
|
553K
$63.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.8K- 3.3% |
$3.16M - $3.4M
|
786K
$89.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.4K- 1.58% |
$2.17M - $2.33M
|
1.14M
$131M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 25.84% |
$1.92M - $2.07M
|
46.8K
$5.34M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.9K- 29.81% |
$1.88M - $2.02M
|
37.5K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 15.49% |
$1.87M - $2.02M
|
86.5K
$9.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-11K- 7.18% |
$1.3M - $1.4M
|
143K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11K- 5.55% |
$1.29M - $1.39M
|
186K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 2.71% |
$1.27M - $1.37M
|
386K
$44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 18.71% |
$1.26M - $1.36M
|
46.5K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.2K- 18.32% |
$1.2M - $1.29M
|
45.4K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.47K- 52.75% |
$1.12M - $1.2M
|
8.48K
$968K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.62K- 36.1% |
$899K - $968K
|
13.5K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.8K- 17.64% |
$803K - $864K
|
31.8K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.48K- 3.81% |
$765K - $823K
|
164K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 2.0% |
$748K - $806K
|
310K
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.65K- 4.54% |
$667K - $718K
|
119K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.59K- 0.37% |
$659K - $710K
|
1.49M
$170M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.5K- 0.87% |
$649K - $699K
|
624K
$71.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.7K- 2.47% |
$555K - $597K
|
185K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.19K- 7.07% |
$495K - $532K
|
55.1K
$6.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 29.22% |
$469K - $505K
|
9.63K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.07K- 12.91% |
$363K - $391K
|
20.7K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.82K- 3.54% |
$333K - $359K
|
76.9K
$8.78M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.72K- 4.78% |
$320K - $345K
|
54.1K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.45K- 20.61% |
$289K - $311K
|
9.42K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 14.4% |
$287K - $309K
|
14.5K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 2.14% |
$266K - $286K
|
103K
$11.7M
|
|