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 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-6.11K- 39.12% |
$143K - $149K
|
9.51K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.29K- 1.95% |
$53.6K - $56K
|
115K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.07K- 15.97% |
$48.4K - $50.6K
|
10.9K
$275K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.36KClosed |
$31.8K - $33.2K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8- 0.42% |
$187 - $195
|
1.9K
$47.9K
|
|
| 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 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
$389K
|
|
|
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 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
$74.4K
|
|
|
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
$693K
|
|
|
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
$23.3K
|
|
| 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 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
|
|