Latest Institutional Sells of Ishares Tr Esg Msci Usa Leader (SUSL)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Msci Usa Leader (SUSL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.94K- 36.66% |
$1.03M - $1.09M
|
15.5K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.22K- 37.48% |
$601K - $635K
|
8.71K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 29.91% |
$160K - $169K
|
3.26K
$387K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 44.55% |
$79.5K - $84.1K
|
860
$102K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-584- 3.87% |
$67.2K - $71.1K
|
14.5K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-368- 4.87% |
$42.3K - $44.8K
|
7.19K
$854K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-328- 8.95% |
$37.7K - $39.9K
|
3.34K
$396K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-215- 1.54% |
$24.7K - $26.2K
|
13.7K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-174- 2.25% |
$20K - $21.2K
|
7.54K
$896K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133- 2.36% |
$15.3K - $16.2K
|
5.51K
$654K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-81- 1.3% |
$9.32K - $9.86K
|
6.16K
$732K
|
|
|
Jan 21, 2026
Q4 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-45- 0.09% |
$5.18K - $5.48K
|
49.1K
$5.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-9- 5.49% |
$1.04K - $1.1K
|
155
$18.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2- 0.08% |
$230 - $243
|
2.56K
$304K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Bank Of Italy
|
SELL
|
- |
-765K- 46.3% |
$82.7M - $89.6M
|
888K
$105M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 95.48% |
$71M - $76.9M
|
31.1K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.8K- 7.81% |
$4.08M - $4.42M
|
446K
$53M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21K- 44.81% |
$2.27M - $2.46M
|
25.9K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.3K- 26.64% |
$1.54M - $1.67M
|
39.3K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 6.01% |
$1.42M - $1.53M
|
205K
$24.3M
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.75K- 14.3% |
$1.05M - $1.14M
|
58.4K
$6.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.93K- 8.37% |
$856K - $928K
|
86.8K
$10.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.83K- 4.58% |
$414K - $449K
|
79.8K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.69K- 0.34% |
$291K - $315K
|
792K
$94.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 34.09% |
$180K - $195K
|
3.23K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.31K- 29.83% |
$141K - $153K
|
3.07K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.21K- 6.22% |
$130K - $141K
|
18.2K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 1.8% |
$126K - $137K
|
63.8K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-607- 1.02% |
$65.6K - $71K
|
59.1K
$7.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-555- 21.67% |
$60K - $65K
|
2.01K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-525- 2.35% |
$56.7K - $61.4K
|
21.8K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-415- 5.06% |
$44.8K - $48.6K
|
7.78K
$924K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-344- 10.42% |
$37.2K - $40.3K
|
2.96K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-243- 0.77% |
$26.3K - $28.4K
|
31.2K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-243- 0.31% |
$26.3K - $28.4K
|
78K
$9.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-215- 1.25% |
$23.2K - $25.2K
|
17K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 5.68% |
$21.6K - $23.4K
|
3.32K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-186- 1.37% |
$20.1K - $21.8K
|
13.4K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-178- 6.23% |
$19.2K - $20.8K
|
2.68K
$318K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-161- 5.52% |
$17.4K - $18.8K
|
2.76K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-133- 4.22% |
$14.4K - $15.6K
|
3.02K
$359K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-106- 0.65% |
$11.5K - $12.4K
|
16.1K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-105- 4.46% |
$11.3K - $12.3K
|
2.25K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 21.31% |
$10.9K - $11.8K
|
373
$44.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-97- 2.52% |
$10.5K - $11.4K
|
3.76K
$446K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-93- 1.44% |
$10K - $10.9K
|
6.39K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-85- 2.65% |
$9.18K - $9.95K
|
3.12K
$370K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-83- 83.84% |
$8.97K - $9.71K
|
16
$1.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 1.39% |
$8.75K - $9.48K
|
5.77K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-81- 0.67% |
$8.75K - $9.48K
|
11.9K
$1.42M
|
|