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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 1.75% |
$6.1K - $6.18K
|
13.7K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 1.55% |
$3.88K - $3.93K
|
9.84K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-141- 84.94% |
$3.53K - $3.57K
|
25
$630
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59- 0.13% |
$1.48K - $1.49K
|
45.6K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-58- 0.25% |
$1.45K - $1.47K
|
22.9K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-51- 0.62% |
$1.28K - $1.29K
|
8.19K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$1K - $1.01K
|
23.3K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-13- 0.06% |
$325 - $329
|
20.7K
$521K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$100 - $101
|
4.88K
$123K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-66.9KClosed |
$1.65M - $1.69M
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 39.45% |
$396K - $405K
|
24.7K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-12.2K- 80.28% |
$300K - $306K
|
2.99K
$75.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.02K- 53.65% |
$198K - $202K
|
6.93K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 8.82% |
$109K - $111K
|
45.5K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 29.04% |
$82.1K - $83.8K
|
8.14K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.91K- 17.61% |
$71.7K - $73.1K
|
13.6K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-2.48K- 2.79% |
$61.1K - $62.3K
|
86.2K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 21.88% |
$50.9K - $52K
|
7.37K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.7K- 16.01% |
$42K - $42.9K
|
8.94K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-807- 1.39% |
$19.9K - $20.3K
|
57.4K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-405- 4.46% |
$9.99K - $10.2K
|
8.68K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-260- 3.11% |
$6.41K - $6.54K
|
8.11K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$2.52K - $2.57K
|
11.5K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 22.31% |
$2.05K - $2.09K
|
289
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-66- 18.59% |
$1.63K - $1.66K
|
289
$7.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-29- 3.12% |
$715 - $730
|
900
$22.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-16- 0.18% |
$395 - $403
|
8.9K
$224K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.77K- 40.84% |
$142K - $144K
|
8.37K
$211K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.6K- 11.04% |
$88.6K - $90K
|
29K
$731K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$43.9K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.95% |
$25.8K - $26.2K
|
16.6K
$417K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 80.0% |
$98.4K - $100K
|
1K
$25.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 96.05% |
$29.9K - $30.5K
|
50
$1.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-532- 4.65% |
$13.1K - $13.4K
|
10.9K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 78.57% |
$6.77K - $6.91K
|
75
$1.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-103- 1.13% |
$2.53K - $2.59K
|
9.01K
$227K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 12.64% |
$1.94K - $1.98K
|
546
$13.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.84% |
$369 - $377
|
799
$20.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 64.17% |
$1.52M - $1.58M
|
34.9K
$879K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19.2K- 91.97% |
$469K - $485K
|
1.68K
$42.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.7K- 38.81% |
$456K - $472K
|
29.5K
$744K
|
|
|
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
$148K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.31K- 6.81% |
$130K - $134K
|
72.7K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 12.86% |
$50.3K - $52K
|
14K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-885- 7.83% |
$21.6K - $22.3K
|
10.4K
$263K
|
|