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, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-117Closed |
$7.85K - $9.18K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$623K - $819K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.07KClosed |
$213K - $281K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-667Closed |
$35K - $46K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-368Closed |
$19.3K - $25.4K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-195Closed |
$10.2K - $13.5K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-44Closed |
$2.31K - $3.04K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-24Closed |
$1.26K - $1.66K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.07K- 88.48% |
$98.2K - $146K
|
269
$33.9K
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.04KClosed |
$96.8K - $144K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-772Closed |
$36.7K - $54.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-500Closed |
$23.8K - $35.4K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-476Closed |
$22.6K - $33.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-210Closed |
$9.98K - $14.9K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-166Closed |
$7.89K - $11.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.28KClosed |
$255K - $288K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.49KClosed |
$148K - $168K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.83KClosed |
$109K - $123K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-964Closed |
$57.5K - $64.8K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-443Closed |
$26.4K - $29.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$11.9K - $13.5K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-425Closed |
$26K - $26.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-52Closed |
$3.18K - $3.25K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.76KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-272Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.03KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.69KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-292Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 16, 2019
Q4 2018
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.78KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-913Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-859Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-99Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.81KClosed |
N/A
|
0
$0
|
|
| Q3 2016 | |||||||
|
Sep 13, 2021
Q3 2016
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-183Closed |
N/A
|
0
$0
|
|