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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.77% |
$4.14K - $4.28K
|
21.9K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 0.13% |
$317 - $328
|
10.2K
$258K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-194K- 88.82% |
$4.68M - $4.74M
|
24.4K
$614K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.89K- 31.7% |
$167K - $169K
|
14.8K
$374K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 0.15% |
$17K - $17.3K
|
461K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-520- 0.53% |
$12.6K - $12.7K
|
98.4K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-346- 53.64% |
$8.37K - $8.48K
|
299
$7.53K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 29.47% |
$345K - $348K
|
33.9K
$855K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-5.73K- 6.47% |
$139K - $141K
|
82.8K
$2.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.75K- 11.03% |
$91.1K - $92K
|
30.2K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-362- 3.07% |
$8.8K - $8.89K
|
11.4K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-337- 0.23% |
$8.2K - $8.28K
|
147K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-164- 0.9% |
$3.99K - $4.03K
|
18K
$453K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.03K- 19.75% |
$119K - $123K
|
20.4K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-338- 2.62% |
$7.96K - $8.27K
|
12.6K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-235- 1.89% |
$5.54K - $5.75K
|
12.2K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-220- 2.94% |
$5.18K - $5.39K
|
7.26K
$183K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 0.86% |
$3.3K - $3.43K
|
16.1K
$406K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.2K- 80.59% |
$551K - $558K
|
5.59K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.4K- 62.29% |
$270K - $274K
|
6.9K
$174K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.27K- 18.36% |
$125K - $127K
|
23.4K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.46KClosed |
$106K - $107K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.52K- 19.01% |
$59.7K - $60.4K
|
10.7K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-249- 2.55% |
$5.91K - $5.98K
|
9.51K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-33- 82.5% |
$783 - $793
|
7
$176
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-62.6K- 8.48% |
$1.49M - $1.51M
|
675K
$17M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-55.9K- 98.69% |
$1.33M - $1.35M
|
744
$18.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.3K- 35.31% |
$150K - $152K
|
11.5K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.52K- 83.29% |
$83.8K - $85.1K
|
705
$17.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.62K- 23.17% |
$62.5K - $63.4K
|
8.69K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.31K- 18.5% |
$55.1K - $55.9K
|
10.2K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.61K- 2.96% |
$38.4K - $39K
|
52.9K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.24K- 2.56% |
$29.6K - $30K
|
47.3K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-582- 2.28% |
$13.9K - $14.1K
|
24.9K
$627K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-550- 73.33% |
$13.1K - $13.3K
|
200
$5.04K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-22- 0.54% |
$524 - $532
|
4.05K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 1.48% |
$143 - $145
|
400
$10.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-20.8K- 37.82% |
$491K - $503K
|
34.2K
$862K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10.3K- 45.18% |
$243K - $249K
|
12.5K
$314K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.44K- 32.23% |
$105K - $107K
|
9.34K
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.16K- 0.76% |
$51.1K - $52.3K
|
283K
$7.14M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.32K- 8.36% |
$31.1K - $31.8K
|
14.4K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.05K- 38.81% |
$24.8K - $25.4K
|
1.65K
$41.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 16.27% |
$24.8K - $25.4K
|
5.39K
$136K
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.76K- 2.84% |
$134K - $138K
|
197K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.56K- 6.08% |
$36.1K - $37.3K
|
24.1K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-542- 1.91% |
$12.6K - $13K
|
27.9K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-233- 0.21% |
$5.4K - $5.58K
|
110K
$2.78M
|
|