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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.96K+ 6.5% |
$73.1K - $74.6K
|
48.6K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-66.9KClosed |
$1.65M - $1.69M
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$27.1K - $27.6K
|
18.8K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$343K - $351K
|
13.9K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
266KNew |
$6.56M - $6.7M
|
266K
$6.67M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 13.17% |
$83.9K - $85.7K
|
22.4K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$148 - $151
|
14.6K
$366K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
516+ 7.93% |
$12.7K - $13K
|
7.03K
$176K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
22+ 0.12% |
$543 - $554
|
17.8K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.8% |
$2.17K - $2.21K
|
11.2K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.2K+ 4.39% |
$375K - $383K
|
361K
$9.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.3K+ 37.8% |
$155K - $159K
|
23K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.86K- 12.77% |
$70.6K - $72K
|
19.5K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-630- 1.4% |
$15.5K - $15.9K
|
44.4K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-794- 2.15% |
$19.6K - $20K
|
36.2K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.28K+ 6.9% |
$56.2K - $57.4K
|
35.3K
$885K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30.9K- 16.66% |
$762K - $777K
|
154K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 2.41% |
$228K - $233K
|
393K
$9.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 7.41% |
$149K - $152K
|
87.6K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.97K- 18.72% |
$48.5K - $49.5K
|
8.55K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-32- 0.37% |
$789 - $805
|
8.52K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.72K+ 175.75% |
$141K - $144K
|
8.97K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-15.8K- 7.85% |
$390K - $398K
|
186K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.71K- 7.44% |
$91.5K - $93.4K
|
46.2K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.46K- 5.79% |
$60.6K - $61.8K
|
40K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 1.95% |
$47.4K - $48.4K
|
101K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
145+ 0.43% |
$3.58K - $3.65K
|
34K
$851K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 32.26% |
$31.6K - $32.3K
|
5.26K
$132K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.9K+ 7.32% |
$342K - $349K
|
203K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
234+ 0.83% |
$5.77K - $5.89K
|
28.4K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.17% |
$222 - $227
|
775
$19.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.03K+ 12.05% |
$149K - $152K
|
56.1K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.99% |
$28K - $28.5K
|
116K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-413- 2.9% |
$10.2K - $10.4K
|
13.8K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.09K+ 1.48% |
$51.5K - $52.5K
|
143K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
105K+ 81.65% |
$2.58M - $2.64M
|
233K
$5.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-8- 0.1% |
$197 - $201
|
8.24K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.85% |
$91.1K - $93K
|
133K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$296 - $302
|
10.9K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
39+ 0.39% |
$962 - $982
|
9.99K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 7.58% |
$284K - $290K
|
140K
$3.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
329+ 1.58% |
$8.11K - $8.28K
|
21.2K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-2.48K- 2.79% |
$61.1K - $62.3K
|
86.2K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.62K+ 3.48% |
$64.6K - $65.9K
|
78K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.85K+ 3.12% |
$169K - $173K
|
227K
$5.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.5K- 21.61% |
$111K - $113K
|
16.3K
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-92- 0.47% |
$2.27K - $2.32K
|
19.6K
$491K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.66KNew |
$214K - $218K
|
8.66K
$217K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.8K+ 81.96% |
$265K - $271K
|
23.9K
$599K
|