Latest Institutional Transactions on Ishares Tr Ishares Esg Aware 1 (SUSB)

SUSB Quotes by TradingView

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 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
803
New
$19.1K - $19.8K
803 $20.3K
Jul 15, 2022 Q2 2022
Arbor Trust Wealth Advisors, LLC

SELL
 -
-770
- 4.75%
$18.3K - $18.9K
15.4K $390K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-800
Closed
$19K - $19.7K
0 $0
Jul 11, 2022 Q2 2022
Prosperity Planning, Inc.

BUY
 -
3.16K
New
$75.1K - $77.8K
3.16K $80K
Jul 07, 2022 Q2 2022
Astoria Portfolio Advisors Llc.

BUY
 -
4.26K
+ 16.51%
$101K - $105K
30.1K $761K
Q1 2022
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-8.36K
Closed
$205K - $214K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
103K
New
$2.53M - $2.64M
103K $2.61M
May 16, 2022 Q1 2022
Unionview, LLC

Seattle, WA
SELL
 -
-10.5K
Closed
$258K - $269K
0 $0
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-2.95K
- 50.0%
$72.5K - $75.7K
2.95K $74.7K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-500
Closed
$12.3K - $12.8K
0 $0
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-8.93K
Closed
$219K - $229K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-1.9K
Closed
$46.6K - $48.6K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-212
Closed
$5.2K - $5.43K
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-15.2K
Closed
$372K - $389K
0 $0
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

SELL
 -
-697
Closed
$17.1K - $17.9K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-545
Closed
$13.4K - $14K
0 $0
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-52.8K
Closed
$1.3M - $1.35M
0 $0
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

SELL
 -
-8.24K
Closed
$202K - $211K
0 $0
Q4 2021
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
BUY
 -
1.4K
+ 28.0%
$35.9K - $36.4K
6.4K $162K
Feb 15, 2022 Q4 2021
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
1.3M
New
$33.3M - $33.8M
1.3M $32.9M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-210
Closed
$5.38K - $5.46K
0 $0
Feb 14, 2022 Q4 2021
Wealth Alliance

Mellville, NY
SELL
 -
-9.57K
Closed
$245K - $249K
0 $0
Feb 10, 2022 Q4 2021
Rathbones Group PLC

Liverpool, X0
SELL
 -
-4K
- 12.7%
$102K - $104K
27.5K $696K
Feb 09, 2022 Q4 2021
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-14.7K
Closed
$376K - $381K
0 $0
Q3 2021
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-96K
Closed
$2.49M - $2.51M
0 $0
Mar 28, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
135K
New
$3.51M - $3.53M
135K $3.42M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-8.24K
Closed
$214K - $215K
0 $0
Nov 15, 2021 Q3 2021
Covington Capital Management

SELL
 -
-75
- 7.5%
$1.95K - $1.96K
925 $23.4K
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-7.04K
Closed
$183K - $184K
0 $0
Oct 28, 2021 Q3 2021
Retirement Capital Strategies

SELL
 -
-60K
Closed
$1.56M - $1.57M
0 $0
Oct 25, 2021 Q3 2021
Northwest Capital Management Inc

SELL
 -
-12.2K
Closed
$316K - $318K
0 $0
Oct 13, 2021 Q3 2021
Spectrum Planning & Advisory Services Inc.

SELL
 -
-14.1K
Closed
$365K - $367K
0 $0
Q2 2021
Aug 19, 2021 Q2 2021
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
415
New
$10.8K - $10.8K
415 $10.5K
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-8.08K
Closed
$210K - $211K
0 $0
Aug 06, 2021 Q2 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-69.6K
Closed
$1.8M - $1.82M
0 $0
Aug 05, 2021 Q2 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-400
Closed
$10.4K - $10.4K
0 $0
Aug 02, 2021 Q2 2021
Regal Wealth Group, Inc.

SELL
 -
-456
Closed
$11.8K - $11.9K
0 $0
Jul 30, 2021 Q2 2021
Tortoise Investment Management, LLC

SELL
 -
-75
Closed
$1.94K - $1.96K
0 $0
Jul 21, 2021 Q2 2021
Asset Dedication, LLC

SELL
 -
-169
Closed
$4.38K - $4.41K
0 $0
Q1 2021
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-478
- 91.57%
$12.4K - $12.5K
44 $1.11K
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-2.33K
Closed
$60.2K - $60.8K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-2.33K
Closed
$60.2K - $60.8K
0 $0
Apr 28, 2021 Q1 2021
Ifs Advisors, LLC

SELL
 -
-3.13K
Closed
$81.1K - $81.9K
0 $0
Apr 22, 2021 Q1 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-9.35K
Closed
$242K - $245K
0 $0
Apr 16, 2021 Q1 2021
Bogart Wealth, LLC

BUY
 -
77
New
$1.99K - $2.02K
77 $1.95K
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-65
Closed
$1.68K - $1.7K
0 $0
Q4 2020
Feb 11, 2021 Q4 2020
Archer Investment Corp

SELL
 -
-5.63K
Closed
$146K - $147K
0 $0
Feb 09, 2021 Q4 2020
All Square Wealth Management LLC

Albany, NY
BUY
 -
1.85K
+ 150.2%
$48.1K - $48.4K
3.08K $77.9K
Feb 08, 2021 Q4 2020
Prudential PLC

London, England, X0
SELL
 -
-90K
Closed
$2.34M - $2.36M
0 $0

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