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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.34K+ 3.6% |
$57.6K - $58.6K
|
67.4K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-275- 0.74% |
$6.77K - $6.87K
|
37K
$924K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-248- 0.11% |
$6.1K - $6.2K
|
220K
$5.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
509+ 2.2% |
$12.5K - $12.7K
|
23.7K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-241- 0.24% |
$5.93K - $6.02K
|
98.8K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.28K+ 1.46% |
$31.5K - $32K
|
88.7K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
423+ 5.2% |
$10.4K - $10.6K
|
8.55K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 1.2% |
$50K - $50.8K
|
171K
$4.27M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.1K+ 14.98% |
$1.11M - $1.13M
|
346K
$8.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.32K+ 7.16% |
$32.3K - $32.9K
|
19.7K
$492K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.7K+ 11667.23% |
$508K - $516K
|
20.8K
$520K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 3.5% |
$2.71K - $2.75K
|
3.25K
$81.3K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 12.64% |
$1.94K - $1.98K
|
546
$13.6K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
126+ 1.56% |
$3.1K - $3.17K
|
8.2K
$205K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.6K+ 34.64% |
$973K - $993K
|
154K
$3.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.42KNew |
$35K - $35.7K
|
1.42K
$35.5K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
151+ 0.54% |
$3.72K - $3.79K
|
28K
$700K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.3K+ 15.65% |
$56.6K - $57.8K
|
17K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18+ 0.19% |
$443 - $452
|
9.28K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.12K+ 0.97% |
$101K - $103K
|
430K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
300+ 22.12% |
$7.38K - $7.54K
|
1.66K
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.6K- 33.06% |
$951K - $970K
|
78.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.24KNew |
$203K - $207K
|
8.24K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
154+ 1.52% |
$3.79K - $3.87K
|
10.3K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
235+ 171.53% |
$5.78K - $5.9K
|
372
$9.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.44K+ 16.39% |
$35.5K - $36.2K
|
10.2K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.3K- 4.2% |
$498K - $509K
|
462K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 22.71% |
$45.1K - $46.1K
|
9.91K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.63K- 13.53% |
$40.1K - $40.9K
|
10.4K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.94KNew |
$220K - $225K
|
8.94K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 16.62% |
$918K - $937K
|
262K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471New |
$11.6K - $11.8K
|
471
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$891K - $909K
|
36.2K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 12.9% |
$265K - $270K
|
94.2K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
700+ 2.2% |
$17.2K - $17.6K
|
32.5K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12.4K- 9.25% |
$306K - $312K
|
122K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.2K+ 10.06% |
$1.8M - $1.84M
|
801K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
377+ 2.37% |
$9.28K - $9.47K
|
16.3K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.71K- 10.38% |
$42K - $42.9K
|
14.7K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
308+ 3.25% |
$7.58K - $7.74K
|
9.78K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 20.56% |
$388K - $396K
|
61K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.1% |
$345 - $352
|
13.9K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-217- 2.23% |
$5.34K - $5.45K
|
9.51K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.5K+ 1969.68% |
$553K - $565K
|
23.6K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.54K+ 0.78% |
$210K - $215K
|
1.11M
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 5.79% |
$781K - $797K
|
580K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.19KNew |
$201K - $206K
|
8.19K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.96K+ 6.94% |
$72.8K - $74.4K
|
45.6K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.38K- 0.38% |
$34K - $34.7K
|
363K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
93+ 1.94% |
$2.29K - $2.34K
|
4.89K
$122K
|
|