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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.93KClosed |
$219K - $229K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.36KClosed |
$205K - $214K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.24KClosed |
$202K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.95K- 50.0% |
$72.5K - $75.7K
|
2.95K
$72.7K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.27KClosed |
$55.8K - $58.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$46.6K - $48.6K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-697Closed |
$17.1K - $17.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-545Closed |
$13.4K - $14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500Closed |
$12.3K - $12.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-212Closed |
$5.2K - $5.43K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-14.7KClosed |
$376K - $381K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.57KClosed |
$245K - $249K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4K- 12.7% |
$102K - $104K
|
27.5K
$677K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$5.38K - $5.46K
|
0
$0
|
|
Q3 2021 | |||||||
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-96KClosed |
$2.49M - $2.51M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-60KClosed |
$1.56M - $1.57M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.1KClosed |
$365K - $367K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.2KClosed |
$316K - $318K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.24KClosed |
$214K - $215K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-7.04KClosed |
$183K - $184K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-75- 7.5% |
$1.95K - $1.96K
|
925
$22.8K
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-69.6KClosed |
$1.8M - $1.82M
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.08KClosed |
$210K - $211K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-470Closed |
$12.2K - $12.3K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-456Closed |
$11.8K - $11.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-400Closed |
$10.4K - $10.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-169Closed |
$4.38K - $4.41K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75Closed |
$1.94K - $1.96K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.35KClosed |
$242K - $245K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-3.13KClosed |
$81.1K - $81.9K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$60.2K - $60.8K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.33KClosed |
$60.2K - $60.8K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-478- 91.57% |
$12.4K - $12.5K
|
44
$1.08K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-65Closed |
$1.68K - $1.7K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-90KClosed |
$2.34M - $2.36M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-5.63KClosed |
$146K - $147K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-475Closed |
$12.4K - $12.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-71.7KClosed |
$1.86M - $1.88M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-46.5KClosed |
$1.21M - $1.22M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-35.2KClosed |
$914K - $921K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-19.5KClosed |
$506K - $510K
|
0
$0
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$427K - $430K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-425Closed |
$11K - $11.1K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-40KClosed |
$988K - $1.04M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.45KClosed |
$35.7K - $37.6K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$278K - $320K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 16, 2019
Q3 2019
|
Simpli Fi, Inc.
|
SELL
|
- |
-8.67KClosed |
$218K - $221K
|
0
$0
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-83KClosed |
$2.07M - $2.09M
|
0
$0
|