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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.84K- 47.69% |
$67.8K - $68.8K
|
3.12K
$76.9K
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.62K- 23.17% |
$62.5K - $63.4K
|
8.69K
$214K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.31K- 18.5% |
$55.1K - $55.9K
|
10.2K
$251K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.61K- 2.96% |
$38.4K - $39K
|
52.9K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.24K- 2.56% |
$29.6K - $30K
|
47.3K
$1.16M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-902- 3.39% |
$21.5K - $21.8K
|
25.7K
$633K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-582- 2.28% |
$13.9K - $14.1K
|
24.9K
$614K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-550- 73.33% |
$13.1K - $13.3K
|
200
$4.93K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-22- 0.54% |
$524 - $532
|
4.05K
$99.9K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.12% |
$262 - $266
|
9.12K
$225K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 1.48% |
$143 - $145
|
400
$9.86K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-20.8K- 37.82% |
$491K - $503K
|
34.2K
$843K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10.3K- 45.18% |
$243K - $249K
|
12.5K
$307K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.44K- 32.23% |
$105K - $107K
|
9.34K
$230K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.31K- 52.88% |
$102K - $104K
|
3.84K
$94.7K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.16K- 0.76% |
$51.1K - $52.3K
|
283K
$6.98M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.32K- 8.36% |
$31.1K - $31.8K
|
14.4K
$356K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.05K- 38.81% |
$24.8K - $25.4K
|
1.65K
$40.7K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 16.27% |
$24.8K - $25.4K
|
5.39K
$133K
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.76K- 2.84% |
$134K - $138K
|
197K
$4.85M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.56K- 6.08% |
$36.1K - $37.3K
|
24.1K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-542- 1.91% |
$12.6K - $13K
|
27.9K
$687K
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-233- 0.21% |
$5.4K - $5.58K
|
110K
$2.72M
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-6.11K- 39.12% |
$143K - $149K
|
9.51K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.29K- 1.95% |
$53.6K - $56K
|
115K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.07K- 15.97% |
$48.4K - $50.6K
|
10.9K
$269K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.36KClosed |
$31.8K - $33.2K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 0.37% |
$795 - $831
|
9.27K
$228K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8- 0.42% |
$187 - $195
|
1.9K
$46.8K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.7KClosed |
$848K - $879K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-31.8KClosed |
$755K - $783K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-26.2KClosed |
$622K - $645K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-23KClosed |
$546K - $566K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-9.13KClosed |
$217K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.78KClosed |
$208K - $216K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.73KClosed |
$207K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-8.36KClosed |
$198K - $206K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.02KClosed |
$95.5K - $99K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.94KClosed |
$46.1K - $47.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$26.9K - $27.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$19K - $19.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-770- 4.75% |
$18.3K - $18.9K
|
15.4K
$380K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-190Closed |
$4.51K - $4.67K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$2.37K - $2.46K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-52.8KClosed |
$1.3M - $1.35M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-15.2KClosed |
$372K - $389K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-10.5KClosed |
$258K - $269K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.93KClosed |
$219K - $229K
|
0
$0
|