Latest Institutional Sells of Ishares Tr Esg Aware Usd Corpo (SUSC)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Aware Usd Corpo (SUSC) 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 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.89K- 23.47% |
$109K - $112K
|
15.9K
$368K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.65K- 3.81% |
$36.7K - $37.8K
|
41.6K
$959K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 4.71% |
$33.2K - $34.2K
|
30.2K
$696K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.38K- 68.3% |
$30.6K - $31.6K
|
639
$14.7K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-354- 80.45% |
$7.88K - $8.12K
|
86
$1.98K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-304- 2.52% |
$6.76K - $6.97K
|
11.8K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.11% |
$156 - $161
|
6.51K
$150K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228K- 99.34% |
$5.16M - $5.3M
|
1.51K
$34.9K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.9K- 44.49% |
$292K - $300K
|
16.1K
$371K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.18K- 45.48% |
$185K - $191K
|
9.81K
$226K
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.86K- 13.67% |
$110K - $113K
|
30.7K
$708K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.47K- 91.5% |
$78.6K - $80.7K
|
322
$7.43K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.38K- 10.15% |
$135K - $149K
|
56.4K
$1.3M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.5K- 3.46% |
$74K - $81.9K
|
97.8K
$2.26M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 65.98% |
$1.35K - $1.5K
|
33
$761
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.81K- 9.98% |
$39.4K - $41.4K
|
16.4K
$377K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 50.86% |
$1.28K - $1.35K
|
57
$1.31K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9K- 98.9% |
$202K - $209K
|
100
$2.31K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.16K- 1.18% |
$93.3K - $96.5K
|
348K
$8.03M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 56.74% |
$7.73K - $8K
|
263
$6.07K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 27.0% |
$24.2K - $25.5K
|
2.94K
$67.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-620- 8.59% |
$13.8K - $14.5K
|
6.6K
$152K
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-291- 2.9% |
$6.47K - $6.82K
|
9.76K
$225K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-86- 0.67% |
$1.91K - $2.02K
|
12.8K
$295K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-98- 0.54% |
$2.07K - $2.26K
|
18K
$416K
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-41- 0.32% |
$867 - $945
|
12.6K
$291K
|
|
Q3 2022 | |||||||
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-32.4KClosed |
$702K - $776K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11.7K- 95.45% |
$254K - $281K
|
560
$12.9K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.83K- 25.98% |
$213K - $235K
|
28K
$646K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-463- 7.12% |
$10K - $11.1K
|
6.04K
$139K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-130- 0.85% |
$2.81K - $3.11K
|
15.2K
$351K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-92.9KClosed |
$2.11M - $2.34M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-51KClosed |
$1.16M - $1.29M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$393K - $437K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11.4KClosed |
$258K - $286K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-10.8KClosed |
$244K - $271K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8KClosed |
$181K - $201K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-927Closed |
$21K - $23.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20.4K - $22.7K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-302- 2.45% |
$6.85K - $7.61K
|
12K
$277K
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-242KClosed |
$5.98M - $6.55M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-230KClosed |
$5.68M - $6.22M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.9KClosed |
$739K - $809K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-15.3KClosed |
$378K - $414K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-13KClosed |
$322K - $352K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-11.2KClosed |
$276K - $302K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.06KClosed |
$50.9K - $55.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 50.0% |
$1.85K - $2.03K
|
75
$1.73K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11KClosed |
$300K - $307K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9.06KClosed |
$246K - $252K
|
0
$0
|