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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.74K+ 1.48% |
$116K - $120K
|
326K
$8.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$279K - $289K
|
11.4K
$282K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 2.47% |
$31.4K - $32.4K
|
53.3K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.1K+ 309.24% |
$1.49M - $1.54M
|
80.8K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.91KNew |
$217K - $225K
|
8.91K
$220K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
746+ 4.92% |
$18.2K - $18.8K
|
15.9K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.9KNew |
$315K - $325K
|
12.9K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.4K+ 10.53% |
$34.1K - $35.3K
|
14.7K
$362K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
67+ 0.71% |
$1.63K - $1.69K
|
9.48K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.77% |
$4.14K - $4.28K
|
21.9K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.68K+ 188.56% |
$163K - $168K
|
10.2K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.08KNew |
$197K - $204K
|
8.08K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.2% |
$42.2K - $43.6K
|
77.1K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.19K+ 11.87% |
$77.7K - $80.3K
|
30K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
69+ 0.68% |
$1.68K - $1.74K
|
10.2K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.9K+ 40.33% |
$558K - $577K
|
79.7K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.02K+ 11.45% |
$171K - $177K
|
68.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-17.6K- 44.53% |
$429K - $444K
|
21.9K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
90.2K+ 3.43% |
$2.2M - $2.27M
|
2.72M
$67.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7KNew |
$310K - $320K
|
12.7K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.15K- 2.29% |
$76.9K - $79.5K
|
134K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 64.17% |
$1.52M - $1.58M
|
34.9K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.26KNew |
$226K - $233K
|
9.26K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.89KNew |
$241K - $249K
|
9.89K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 3.71% |
$420K - $434K
|
482K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 5.06% |
$35K - $36.1K
|
26.9K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.9K+ 2.55% |
$388K - $401K
|
639K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08KNew |
$26.4K - $27.2K
|
1.08K
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$370K - $382K
|
15.2K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.21K+ 2.37% |
$127K - $131K
|
224K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.8KNew |
$995K - $1.03M
|
40.8K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-842- 1.73% |
$20.5K - $21.2K
|
47.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.79KNew |
$117K - $121K
|
4.79K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12KNew |
$293K - $303K
|
12K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 5.34% |
$426K - $441K
|
345K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28K+ 57.55% |
$683K - $706K
|
76.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
163+ 0.64% |
$3.97K - $4.11K
|
25.5K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.33% |
$341 - $353
|
4.28K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 1.69% |
$1.83K - $1.89K
|
4.52K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5K+ 6.36% |
$1.06M - $1.1M
|
728K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34K- 3.0% |
$828K - $856K
|
1.1M
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 2.74% |
$356K - $368K
|
548K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
166New |
$4.05K - $4.18K
|
166
$4.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.71K+ 142.32% |
$139K - $144K
|
9.73K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
319+ 1.56% |
$7.78K - $8.04K
|
20.8K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$2.85M - $2.94M
|
117K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 8.39% |
$31K - $32.1K
|
16.4K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 7.08% |
$105K - $108K
|
56.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 9.3% |
$45.5K - $47.1K
|
22K
$542K
|