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
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-122
- 2.44%
$10.9K - $13K
4.87K $556K
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-34
- 4.68%
$3.04K - $3.62K
693 $79.1K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-11
Closed
$984 - $1.17K
0 $0
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-10
- 16.13%
$895 - $1.06K
52 $5.94K
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-2
Closed
$179 - $213
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Hap Trading, LLC

New York, NY
SELL
 -
-40K
Closed
$3.83M - $4.26M
0 $0
Feb 04, 2022 Q4 2021
Seaview Investment Managers LLC

SELL
 -
-17.4K
Closed
$1.67M - $1.86M
0 $0
Feb 14, 2022 Q4 2021
Ethic Inc.

New York, NY
SELL
 -
-8.19K
Closed
$784K - $874K
0 $0
Jan 31, 2022 Q4 2021
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-1.03K
- 27.25%
$98.6K - $110K
2.75K $314K
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-776
Closed
$74.3K - $82.8K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-386
Closed
$37K - $41.2K
0 $0
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-301
Closed
$28.8K - $32.1K
0 $0
Jan 24, 2022 Q4 2021
Highland Private Wealth Management

SELL
 -
-170
- 0.54%
$16.3K - $18.1K
31.1K $3.55M
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-80
Closed
$7.66K - $8.53K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-50
Closed
$4.79K - $5.33K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2
- 0.41%
$192 - $213
486 $55.5K
Q3 2021
Nov 12, 2021 Q3 2021
Tiedemann Advisors, LLC

SELL
 -
-12.8K
Closed
$1.21M - $1.3M
0 $0
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-6.53K
Closed
$618K - $665K
0 $0
Oct 07, 2021 Q3 2021
Rvw Wealth, LLC

SELL
 -
-2.14K
Closed
$203K - $219K
0 $0
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

SELL
 -
-1.15K
Closed
$109K - $117K
0 $0
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.04K
Closed
$98.6K - $106K
0 $0
Q2 2021
Aug 12, 2021 Q2 2021
Scotia Capital Inc.

SELL
 -
-72.9K
Closed
$6.48M - $6.96M
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-16.9K
Closed
$1.5M - $1.62M
0 $0
Jul 21, 2021 Q2 2021
Tuttle Capital Management, LLC

SELL
 -
-13.2K
Closed
$1.17M - $1.26M
0 $0
Jul 27, 2021 Q2 2021
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-12.6K
Closed
$1.12M - $1.2M
0 $0
Jul 19, 2021 Q2 2021
Mbe Wealth Management, LLC

SELL
 -
-12.3K
Closed
$1.09M - $1.17M
0 $0
Aug 06, 2021 Q2 2021
Tiff Advisory Services Inc

SELL
 -
-12.2K
Closed
$1.08M - $1.17M
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.76K
Closed
$156K - $168K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-837
Closed
$74.4K - $80K
0 $0
Aug 12, 2021 Q2 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-410
Closed
$36.4K - $39.2K
0 $0
Q1 2021
Apr 26, 2021 Q1 2021
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-4.91K
Closed
$399K - $431K
0 $0
Apr 28, 2021 Q1 2021
Legacy Financial Advisors, Inc.

SELL
 -
-4.69K
Closed
$382K - $412K
0 $0
May 11, 2021 Q1 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.74K
Closed
$223K - $241K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-1.85K
Closed
$150K - $162K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-238
Closed
$19.4K - $20.9K
0 $0
Apr 29, 2021 Q1 2021
Tci Wealth Advisors, Inc.

SELL
 -
-84
Closed
$6.83K - $7.38K
0 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-26
Closed
$2.11K - $2.28K
0 $0
May 11, 2021 Q1 2021
Kinloch Capital, LLC

Glen Allen, VA
SELL
 -
-20
Closed
$1.63K - $1.76K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-5.22K
Closed
$377K - $430K
0 $0
Feb 12, 2021 Q4 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-2.6K
Closed
$188K - $214K
0 $0
Feb 10, 2021 Q4 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1.52K
Closed
$110K - $125K
0 $0
Jan 20, 2021 Q4 2020
Park Avenue Securities LLC

SELL
 -
-1.5K
Closed
$108K - $124K
0 $0
Feb 12, 2021 Q4 2020
Oakworth Capital, Inc.

SELL
 -
-1.33K
Closed
$96.2K - $110K
0 $0
Feb 11, 2021 Q4 2020
First Horizon Advisors, Inc.

SELL
 -
-201
Closed
$14.5K - $16.6K
0 $0
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-165
Closed
$11.9K - $13.6K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-135
Closed
$9.75K - $11.1K
0 $0
Feb 16, 2021 Q4 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-110
Closed
$7.94K - $9.06K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-34
Closed
$2.45K - $2.8K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-23
Closed
$1.66K - $1.89K
0 $0

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