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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.7K+ 99.07% |
$732K - $747K
|
59.8K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.25K+ 12.72% |
$79.9K - $81.6K
|
28.8K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
315+ 3.15% |
$7.75K - $7.91K
|
10.3K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 13.6% |
$538K - $549K
|
183K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.2K+ 8.19% |
$695K - $710K
|
373K
$9.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.44KNew |
$35.5K - $36.2K
|
1.44K
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
41.9K+ 6.56% |
$1.03M - $1.05M
|
681K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.03K+ 7.36% |
$124K - $126K
|
73.3K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
614+ 2.8% |
$15.1K - $15.4K
|
22.6K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383New |
$9.43K - $9.62K
|
383
$9.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 20.18% |
$401K - $410K
|
97.1K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.27K+ 10.79% |
$179K - $183K
|
74.7K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.87K+ 15.29% |
$70.5K - $72K
|
21.6K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.65K+ 12.1% |
$237K - $242K
|
89.4K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 80.0% |
$98.4K - $100K
|
1K
$24.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
291New |
$7.16K - $7.31K
|
291
$7.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
379+ 0.92% |
$9.33K - $9.52K
|
41.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.7K+ 24.66% |
$2.38M - $2.43M
|
489K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.24K+ 9.6% |
$30.5K - $31.1K
|
14.1K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
777+ 6.12% |
$19.1K - $19.5K
|
13.5K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
761New |
$18.7K - $19.1K
|
761
$18.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.6K- 41.39% |
$581K - $593K
|
33.4K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1K+ 6.06% |
$24.6K - $25.1K
|
17.5K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
356K+ 18.88% |
$8.76M - $8.94M
|
2.24M
$55.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 19.86% |
$2.46M - $2.51M
|
604K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.95K+ 2.26% |
$171K - $175K
|
314K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
800+ 17.72% |
$19.7K - $20.1K
|
5.32K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.88K- 11.62% |
$46.3K - $47.3K
|
14.3K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.64K+ 3.1% |
$139K - $142K
|
187K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 13.06% |
$6.57K - $6.71K
|
2.31K
$57.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
991+ 1.48% |
$24.4K - $24.9K
|
68K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.58K+ 96.87% |
$236K - $241K
|
19.5K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
14.6KNew |
$360K - $367K
|
14.6K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.6K- 12.37% |
$113K - $116K
|
32.6K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.82K+ 5.29% |
$69.4K - $70.9K
|
56.1K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
263+ 7.1% |
$6.47K - $6.61K
|
3.97K
$98.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 10.95% |
$152K - $155K
|
50.3K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
80+ 5.19% |
$1.97K - $2.01K
|
1.62K
$40.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103K+ 53.54% |
$2.53M - $2.58M
|
295K
$7.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.29K+ 13.77% |
$31.7K - $32.4K
|
10.7K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
206K+ 30.83% |
$5.07M - $5.18M
|
874K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 78.57% |
$6.77K - $6.91K
|
75
$1.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
345K+ 12.68% |
$8.5M - $8.67M
|
3.07M
$76.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.47K+ 2.71% |
$110K - $112K
|
170K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$104K - $106K
|
4.21K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.69K+ 30.93% |
$115K - $118K
|
19.9K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
22+ 0.53% |
$541 - $553
|
4.18K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.25K- 17.82% |
$104K - $107K
|
19.6K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.9K- 15.33% |
$515K - $526K
|
116K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-240- 1.89% |
$5.91K - $6.03K
|
12.4K
$309K
|