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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 81.17% |
$50.9K - $54.8K
|
100
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-426- 0.92% |
$50.3K - $54.1K
|
45.7K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-420- 4.46% |
$49.6K - $53.4K
|
8.99K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-394- 12.39% |
$46.5K - $50.1K
|
2.79K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-375- 3.88% |
$44.3K - $47.6K
|
9.29K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 2.83% |
$42.5K - $45.7K
|
12.3K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-345- 67.78% |
$40.7K - $43.8K
|
164
$18.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-325- 7.94% |
$38.4K - $41.3K
|
3.77K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-315- 2.27% |
$37.2K - $40K
|
13.6K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-303- 10.91% |
$35.8K - $38.5K
|
2.47K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-287- 9.33% |
$33.9K - $36.5K
|
2.79K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-280- 3.52% |
$33K - $35.6K
|
7.68K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-279- 2.31% |
$32.9K - $35.4K
|
11.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-278- 9.15% |
$32.8K - $35.3K
|
2.76K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-276- 11.68% |
$32.6K - $35.1K
|
2.09K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-275- 7.74% |
$32.5K - $34.9K
|
3.28K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265- 8.55% |
$31.3K - $33.7K
|
2.84K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 3.37% |
$31.3K - $33.7K
|
7.61K
$868K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-253- 3.22% |
$29.9K - $32.1K
|
7.59K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 1.99% |
$29.3K - $31.5K
|
12.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-246- 4.39% |
$29K - $31.3K
|
5.36K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 12.4% |
$27.5K - $29.6K
|
1.65K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-227- 7.3% |
$26.8K - $28.8K
|
2.88K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 0.96% |
$26.7K - $28.7K
|
23.3K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-206- 1.26% |
$24.3K - $26.2K
|
16.2K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-205- 7.47% |
$24.2K - $26K
|
2.54K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-203- 1.36% |
$24K - $25.8K
|
14.7K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.51% |
$23.6K - $25.4K
|
2.87K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-199- 4.14% |
$23.5K - $25.3K
|
4.61K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 2.68% |
$22.2K - $23.9K
|
6.82K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-184- 1.84% |
$21.7K - $23.4K
|
9.79K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-180- 7.78% |
$21.2K - $22.9K
|
2.13K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-175- 4.05% |
$20.7K - $22.2K
|
4.15K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-166- 2.33% |
$19.6K - $21.1K
|
6.95K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 8.24% |
$19.1K - $20.6K
|
1.8K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.32% |
$19K - $20.5K
|
49.5K
$5.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-148- 1.48% |
$17.5K - $18.8K
|
9.88K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-147- 1.28% |
$17.3K - $18.7K
|
11.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-144- 1.76% |
$17K - $18.3K
|
8.02K
$916K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-143- 2.2% |
$16.9K - $18.2K
|
6.36K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-142- 4.5% |
$16.8K - $18K
|
3.01K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135- 1.0% |
$15.9K - $17.2K
|
13.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 3.74% |
$15.8K - $17K
|
3.45K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-132- 1.63% |
$15.6K - $16.8K
|
7.96K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-131- 0.54% |
$15.5K - $16.6K
|
24.1K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-128- 0.88% |
$15.1K - $16.3K
|
14.4K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 5.58% |
$14.8K - $15.9K
|
2.12K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-120- 0.66% |
$14.2K - $15.2K
|
18.2K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-120- 0.4% |
$14.2K - $15.2K
|
29.9K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-113- 3.45% |
$13.3K - $14.4K
|
3.16K
$361K
|