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 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 1.56% |
$13.6K - $15K
|
7.9K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-119- 3.36% |
$12.9K - $14.3K
|
3.42K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 0.51% |
$12.5K - $13.8K
|
22.5K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-114- 1.2% |
$12.4K - $13.7K
|
9.41K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-110- 5.16% |
$11.9K - $13.2K
|
2.02K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-107- 1.11% |
$11.6K - $12.9K
|
9.5K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.08% |
$11.4K - $12.6K
|
1.96K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 23.98% |
$10.8K - $12K
|
317
$39.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-90- 2.02% |
$9.76K - $10.8K
|
4.38K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 1.13% |
$9.76K - $10.8K
|
7.89K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89- 0.38% |
$9.65K - $10.7K
|
23.5K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-87- 2.58% |
$9.43K - $10.5K
|
3.29K
$414K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 7.08% |
$8.68K - $9.63K
|
1.05K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 0.63% |
$8.68K - $9.63K
|
12.7K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-76- 1.63% |
$8.24K - $9.15K
|
4.58K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-65- 2.72% |
$7.05K - $7.82K
|
2.33K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-60- 0.47% |
$6.51K - $7.22K
|
12.8K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.13% |
$6.51K - $7.22K
|
2.76K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-57- 1.14% |
$6.18K - $6.86K
|
4.93K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-57- 2.42% |
$6.18K - $6.86K
|
2.3K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-55- 0.48% |
$5.96K - $6.62K
|
11.5K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54- 1.72% |
$5.86K - $6.5K
|
3.09K
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 2.44% |
$5.86K - $6.5K
|
2.16K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-46- 0.28% |
$4.99K - $5.54K
|
16.5K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.71% |
$4.12K - $4.57K
|
5.29K
$667K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-36- 1.85% |
$3.9K - $4.33K
|
1.91K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 0.9% |
$3.25K - $3.61K
|
3.32K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 1.1% |
$2.71K - $3.01K
|
2.24K
$282K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 1.21% |
$2.28K - $2.53K
|
1.72K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 0.37% |
$1.95K - $2.17K
|
4.8K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18- 0.03% |
$1.95K - $2.17K
|
64.3K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-17- 4.5% |
$1.84K - $2.05K
|
361
$45.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 77.27% |
$1.84K - $2.05K
|
5
$630
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15- 0.03% |
$1.63K - $1.81K
|
57.2K
$7.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-12- 0.22% |
$1.3K - $1.44K
|
5.36K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-8- 0.18% |
$868 - $963
|
4.32K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-8- 0.1% |
$868 - $963
|
8.1K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-8- 0.03% |
$868 - $963
|
22.9K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.09% |
$434 - $481
|
4.39K
$553K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.73% |
$325 - $361
|
409
$51.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $120
|
1.94K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- -0.0% |
$108 - $120
|
20.9K
$2.63M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.9K- 77.22% |
$2.45M - $2.7M
|
7.05K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10.4K- 15.74% |
$1.06M - $1.17M
|
55.5K
$7M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5.24K- 98.42% |
$537K - $592K
|
84
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.03K- 48.64% |
$310K - $342K
|
3.2K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.88K- 49.36% |
$193K - $213K
|
1.93K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.34K- 3.82% |
$138K - $152K
|
33.8K
$4.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.2K- 18.15% |
$123K - $136K
|
5.41K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-726- 9.26% |
$74.3K - $82K
|
7.12K
$897K
|
|