Latest Institutional Transactions on Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 12.28% |
$316K - $322K
|
117K
$2.96M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.9K- 74.19% |
$1.5M - $1.53M
|
21.2K
$536K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-69.1K- 59.26% |
$1.7M - $1.74M
|
47.5K
$1.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$9.86K - $10.1K
|
400
$10.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 2.86% |
$702K - $716K
|
966K
$24.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.14K- 8.3% |
$102K - $104K
|
45.7K
$1.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-719- 0.48% |
$17.7K - $18.1K
|
148K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-66- 18.59% |
$1.63K - $1.66K
|
289
$7.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-68- 1.35% |
$1.68K - $1.71K
|
4.95K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
294+ 2100.0% |
$7.25K - $7.4K
|
308
$7.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.29K+ 7.89% |
$155K - $158K
|
86K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 387.59% |
$1.21M - $1.23M
|
61.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 3.82% |
$707K - $722K
|
780K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$359K - $366K
|
14.5K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 1.11% |
$4.93K - $5.03K
|
18.2K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3K+ 13.02% |
$73.9K - $75.4K
|
26K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.81K+ 1.95% |
$242K - $247K
|
513K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.03K+ 13.68% |
$50.1K - $51.1K
|
16.9K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
585+ 1.09% |
$14.4K - $14.7K
|
54.2K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
20K+ 40.0% |
$493K - $503K
|
70K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-600- 4.27% |
$14.8K - $15.1K
|
13.5K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 0.47% |
$52.1K - $53.1K
|
448K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-133K- 4.12% |
$3.27M - $3.34M
|
3.09M
$78.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.13K+ 1.58% |
$102K - $104K
|
265K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-260- 3.11% |
$6.41K - $6.54K
|
8.11K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 15.86% |
$132K - $135K
|
28.5K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
375+ 7.32% |
$9.25K - $9.44K
|
5.5K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 0.07% |
$740 - $755
|
41.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-269- 1.79% |
$6.63K - $6.77K
|
14.8K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 18.01% |
$76K - $77.6K
|
20.2K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.05K+ 5.05% |
$50.7K - $51.7K
|
42.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
725+ 8.2% |
$17.9K - $18.2K
|
9.57K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1K+ 65.88% |
$447K - $457K
|
45.7K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
772+ 0.2% |
$19K - $19.4K
|
382K
$9.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.18% |
$40.1K - $40.9K
|
29.8K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.62K+ 2.28% |
$188K - $192K
|
341K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 22.31% |
$2.05K - $2.09K
|
289
$7.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96.8K+ 25.97% |
$2.39M - $2.44M
|
469K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11+ 0.08% |
$271 - $277
|
13.2K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 8.82% |
$109K - $111K
|
45.5K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 1.61% |
$368K - $375K
|
944K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-95.4K- 13.94% |
$2.35M - $2.4M
|
589K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 21.88% |
$50.9K - $52K
|
7.37K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$49.3 - $50.3
|
16K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.73K+ 4.48% |
$240K - $245K
|
227K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
287+ 13.97% |
$7.08K - $7.22K
|
2.34K
$59.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-397- 1.63% |
$9.79K - $9.99K
|
24K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-788- 5.18% |
$19.4K - $19.8K
|
14.4K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-132- 19.79% |
$3.26K - $3.32K
|
535
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
43+ 1.09% |
$1.06K - $1.08K
|
3.98K
$101K
|