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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 2.6% |
$7.93K - $8.52K
|
2.96K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 17.7% |
$7.73K - $8.31K
|
358
$33.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74- 0.93% |
$7.43K - $7.98K
|
7.91K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-48- 0.67% |
$4.82K - $5.18K
|
7.09K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 0.41% |
$3.31K - $3.56K
|
8.11K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-18- 0.06% |
$1.81K - $1.94K
|
28.4K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$1K - $1.08K
|
3.81K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 2.64% |
$602 - $647
|
221
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.17% |
$402 - $431
|
2.31K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.16% |
$201 - $216
|
1.26K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1- 0.01% |
$100 - $108
|
19.1K
$1.78M
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-71.6K- 99.47% |
$6.55M - $7.28M
|
385
$35.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 86.03% |
$301K - $334K
|
534
$49.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.81% |
$29.1K - $32.3K
|
17.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-258- 9.55% |
$23.6K - $26.2K
|
2.44K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 3.39% |
$8.04K - $8.94K
|
2.51K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 0.18% |
$5.12K - $5.69K
|
31.3K
$2.91M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-25- 0.5% |
$2.29K - $2.54K
|
4.98K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 3.27% |
$823 - $914
|
266
$24.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-4- 0.1% |
$366 - $406
|
3.97K
$369K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 32.52% |
$169K - $189K
|
4K
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.55K- 9.76% |
$136K - $151K
|
14.3K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-893- 14.91% |
$78.5K - $87.5K
|
5.1K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-657- 5.21% |
$57.8K - $64.4K
|
12K
$1.11M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-280- 3.75% |
$24.6K - $27.4K
|
7.19K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-190- 5.27% |
$16.7K - $18.6K
|
3.42K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91- 87.5% |
$8K - $8.92K
|
13
$1.21K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-91- 52.0% |
$8K - $8.92K
|
84
$7.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.41% |
$528 - $588
|
1.46K
$136K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-16.1K- 77.78% |
$1.34M - $1.52M
|
4.61K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.14K- 26.81% |
$260K - $295K
|
8.56K
$797K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.06K- 5.73% |
$438K - $513K
|
99.8K
$9.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.77K- 92.34% |
$200K - $234K
|
230
$21.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-657- 21.32% |
$47.4K - $55.5K
|
2.43K
$226K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60- 0.95% |
$4.33K - $5.07K
|
6.24K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 12.18% |
$1.37K - $1.61K
|
137
$12.7K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.61K- 18.21% |
$121K - $129K
|
7.23K
$673K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-30- 0.55% |
$2.25K - $2.4K
|
5.44K
$506K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.99K- 39.67% |
$209K - $231K
|
4.54K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-939- 32.3% |
$65.8K - $72.7K
|
1.97K
$183K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 95.8% |
$807K - $891K
|
539
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 17.91% |
$235K - $259K
|
16.4K
$1.52M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.02KClosed |
$198K - $219K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53- 0.6% |
$3.48K - $3.84K
|
8.84K
$823K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-672- 17.67% |
$41.2K - $47.6K
|
3.13K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 30.43% |
$34.4K - $39.7K
|
1.28K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-429- 6.86% |
$26.3K - $30.4K
|
5.83K
$542K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-328- 6.32% |
$20.3K - $24.5K
|
4.86K
$453K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-1.2MClosed |
$77M - $96.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.77KClosed |
$434K - $542K
|
0
$0
|
|