Latest Institutional Sells of Ishares Tr Msci Usa Esg Select (SUSA)

SUSA Quotes by TradingView

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
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-14.3K
Closed
$1.12M - $1.4M
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-6.32K
- 35.14%
$494K - $619K
11.7K $1.33M
Aug 03, 2022 Q2 2022
Miramar Capital, LLC

SELL
 -
-4.42K
Closed
$345K - $433K
0 $0
Jul 18, 2022 Q2 2022
Financial Sense Advisors, Inc.

SELL
 -
-4.27K
Closed
$334K - $419K
0 $0
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-4.13K
Closed
$322K - $404K
0 $0
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-3.61K
Closed
$282K - $354K
0 $0
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-3.34K
Closed
$261K - $327K
0 $0
Jul 28, 2022 Q2 2022
Jsf Financial, LLC

SELL
 -
-2.93K
Closed
$229K - $287K
0 $0
Jul 12, 2022 Q2 2022
Btr Capital Management Inc

SELL
 -
-2.83K
Closed
$221K - $277K
0 $0
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.71K
Closed
$212K - $266K
0 $0
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-2.59K
Closed
$202K - $254K
0 $0
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-2.46K
Closed
$192K - $241K
0 $0
Jul 22, 2022 Q2 2022
Welch & Forbes LLC

SELL
 -
-2.37K
Closed
$185K - $232K
0 $0
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

SELL
 -
-2.37K
Closed
$185K - $232K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-2.16K
Closed
$169K - $212K
0 $0
Sep 01, 2023 Q2 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-2.12K
Closed
$165K - $207K
0 $0
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
SELL
 -
-1.94K
Closed
$151K - $190K
0 $0
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.24K
Closed
$96.9K - $122K
0 $0
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-401
- 5.37%
$31.3K - $39.3K
7.07K $807K
Aug 02, 2022 Q2 2022
Crestone Asset Management LLC

SELL
 -
-249
- 2.49%
$19.4K - $24.4K
9.73K $1.11M
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-134
- 4.99%
$10.5K - $13.1K
2.55K $292K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-102
Closed
$7.97K - $9.99K
0 $0
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-80
- 2.6%
$6.25K - $7.84K
3K $343K
Jul 29, 2022 Q2 2022
Astor Investment Management LLC

SELL
 -
-48
Closed
$3.75K - $4.7K
0 $0
Aug 04, 2022 Q2 2022
Kesler, Norman & Wride, LLC

SELL
 -
-42
- 0.89%
$3.28K - $4.12K
4.66K $532K
Q1 2022
Apr 20, 2022 Q1 2022
Riverbridge Partners LLC

SELL
 -
-32.4K
Closed
$2.9M - $3.45M
0 $0
May 10, 2022 Q1 2022
Core Alternative Capital

SELL
 -
-21.9K
Closed
$1.96M - $2.33M
0 $0
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-18.8K
- 94.61%
$1.68M - $2M
1.07K $122K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-16.6K
Closed
$1.48M - $1.76M
0 $0
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-7.17K
Closed
$641K - $762K
0 $0
May 09, 2022 Q1 2022
Fiera Capital Corp

Montreal, A8
SELL
 -
-5.78K
Closed
$517K - $615K
0 $0
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-4.6K
- 24.73%
$411K - $489K
14K $1.6M
May 13, 2022 Q1 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-3.55K
Closed
$318K - $378K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.31K
Closed
$296K - $351K
0 $0
May 13, 2022 Q1 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-3K
- 22.51%
$268K - $319K
10.3K $1.18M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.87K
Closed
$257K - $305K
0 $0
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.64K
Closed
$236K - $280K
0 $0
Apr 11, 2022 Q1 2022
Karp Capital Management Corp

SELL
 -
-2.23K
Closed
$200K - $237K
0 $0
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-2.17K
- 99.49%
$194K - $230K
11 $1.26K
Apr 27, 2022 Q1 2022
Callahan Advisors, LLC

SELL
 -
-2.15K
Closed
$192K - $229K
0 $0
Apr 29, 2022 Q1 2022
Navalign, LLC

SELL
 -
-2.08K
Closed
$186K - $221K
0 $0
Apr 27, 2022 Q1 2022
Patron Partners, LLC

SELL
 -
-1.97K
Closed
$176K - $210K
0 $0
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.93K
Closed
$172K - $205K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-1.27K
Closed
$113K - $135K
0 $0
Apr 25, 2022 Q1 2022
Wfa Of San Diego, LLC

SELL
 -
-951
Closed
$85.1K - $101K
0 $0
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

SELL
 -
-700
Closed
$62.6K - $74.4K
0 $0
May 11, 2022 Q1 2022
M. Kulyk & Associates, LLC

SELL
 -
-358
- 10.08%
$32K - $38.1K
3.2K $365K
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-268
Closed
$24K - $28.5K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-150
Closed
$13.4K - $16K
0 $0

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