Latest Institutional Sells of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.5K- 56.93% |
$530K - $541K
|
16.3K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.4K- 7.97% |
$478K - $487K
|
224K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15.3K- 29.51% |
$376K - $383K
|
36.4K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.61K- 5.26% |
$88.9K - $90.8K
|
65.1K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.5K- 3.58% |
$61.4K - $62.7K
|
67.3K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 9.81% |
$39K - $39.8K
|
14.6K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.31K- 2.98% |
$32.2K - $32.9K
|
42.6K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 96.05% |
$29.9K - $30.5K
|
50
$1.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.19K- 0.35% |
$29.3K - $29.9K
|
342K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-756- 3.71% |
$18.6K - $19K
|
19.6K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-723- 4.79% |
$17.8K - $18.2K
|
14.4K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-677- 1.36% |
$16.7K - $17K
|
49K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-532- 4.65% |
$13.1K - $13.4K
|
10.9K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 0.87% |
$7.38K - $7.54K
|
34.4K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-160- 0.65% |
$3.94K - $4.02K
|
24.3K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139- 4.24% |
$3.42K - $3.49K
|
3.14K
$78.1K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-40- 0.16% |
$984 - $1K
|
25.7K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33- 0.21% |
$812 - $829
|
15.9K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 4.57% |
$591 - $603
|
501
$12.5K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-334K- 97.17% |
$8.14M - $8.42M
|
9.73K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 64.17% |
$1.52M - $1.58M
|
34.9K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34K- 3.0% |
$828K - $856K
|
1.1M
$27.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19.2K- 91.97% |
$469K - $485K
|
1.68K
$41.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-18.8K- 21.58% |
$459K - $475K
|
68.4K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.7K- 38.81% |
$456K - $472K
|
29.5K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-17.6K- 44.53% |
$429K - $444K
|
21.9K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-13.8K- 8.38% |
$336K - $347K
|
150K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.29KClosed |
$226K - $234K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9.05K- 60.57% |
$221K - $228K
|
5.89K
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.65K- 40.18% |
$162K - $168K
|
9.9K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.07K- 39.98% |
$148K - $153K
|
9.11K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.31K- 6.81% |
$130K - $134K
|
72.7K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 7.08% |
$105K - $108K
|
56.4K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.2K- 1.45% |
$78K - $80.6K
|
218K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.15K- 2.29% |
$76.9K - $79.5K
|
134K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.91K- 4.55% |
$70.8K - $73.2K
|
60.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 9.26% |
$59.3K - $61.3K
|
23.8K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 12.86% |
$50.3K - $52K
|
14K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.2% |
$42.2K - $43.6K
|
77.1K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 0.49% |
$37K - $38.2K
|
307K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 5.06% |
$35K - $36.1K
|
26.9K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.3% |
$26.8K - $27.7K
|
364K
$9.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-949- 6.96% |
$23.1K - $23.9K
|
12.7K
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-885- 7.83% |
$21.6K - $22.3K
|
10.4K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-842- 1.73% |
$20.5K - $21.2K
|
47.7K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-203- 0.3% |
$4.95K - $5.12K
|
67K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 0.35% |
$4.88K - $5.04K
|
57K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.77% |
$4.14K - $4.28K
|
21.9K
$544K
|
|