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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
493+ 0.12% |
$12.2K - $12.4K
|
417K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-83- 0.39% |
$2.05K - $2.09K
|
21.3K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.11K- 5.17% |
$151K - $154K
|
112K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.1K- 7.59% |
$570K - $582K
|
281K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.02K+ 39.62% |
$74.4K - $75.9K
|
10.6K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-29- 3.12% |
$715 - $730
|
900
$22.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
167New |
$4.12K - $4.2K
|
167
$4.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28.4K+ 8.63% |
$699K - $714K
|
357K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 7.6% |
$58.3K - $59.5K
|
28.7K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 39.45% |
$396K - $405K
|
24.7K
$624K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
68.7KNew |
$1.7M - $1.73M
|
68.7K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
367+ 1.09% |
$9.05K - $9.24K
|
34K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.91K- 17.61% |
$71.7K - $73.1K
|
13.6K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-104- 0.64% |
$2.56K - $2.62K
|
16.1K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 4.05% |
$6.17K - $6.29K
|
5.93K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.3K- 3.2% |
$302K - $309K
|
371K
$9.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 2.99% |
$370 - $378
|
486
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.71K- 15.18% |
$66.9K - $68.2K
|
15.1K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.58% |
$24.7 - $25.2
|
172
$4.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
116+ 0.53% |
$2.86K - $2.92K
|
22K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-486- 1.93% |
$12K - $12.2K
|
24.7K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 3.03% |
$809K - $826K
|
1.12M
$28.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
521+ 84.3% |
$12.8K - $13.1K
|
1.14K
$28.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49+ 0.21% |
$1.21K - $1.23K
|
23.3K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 12.44% |
$53.7K - $54.8K
|
19.7K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.87K- 35.62% |
$194K - $198K
|
14.2K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 3.87% |
$97.4K - $99.4K
|
98.1K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 17.88% |
$1.87K - $1.91K
|
501
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 3.68% |
$50.9K - $52K
|
54K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 21.69% |
$284K - $290K
|
41.6K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
6.79K+ 21.43% |
$168K - $171K
|
38.5K
$974K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.08K+ 1.93% |
$224K - $228K
|
479K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
349+ 9.78% |
$8.61K - $8.78K
|
3.92K
$99.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.86K+ 4.0% |
$194K - $198K
|
205K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.33K+ 15.98% |
$32.8K - $33.5K
|
9.67K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.14K- 4.32% |
$127K - $129K
|
114K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-9.73K- 2.41% |
$240K - $245K
|
394K
$9.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.14KNew |
$77.5K - $79.1K
|
3.14K
$79.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.68K+ 2.49% |
$41.4K - $42.2K
|
69.1K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
310+ 1.63% |
$7.64K - $7.8K
|
19.3K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17.2K+ 11.85% |
$425K - $433K
|
162K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.41% |
$98.6 - $101
|
974
$24.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
423+ 0.58% |
$10.4K - $10.6K
|
72.9K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$2.52K - $2.57K
|
11.5K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.19K- 2.38% |
$53.9K - $55K
|
89.7K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141+ 0.52% |
$3.48K - $3.55K
|
27.5K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 29.04% |
$82.1K - $83.8K
|
8.14K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
31+ 0.63% |
$764 - $780
|
4.92K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
48+ 0.46% |
$1.18K - $1.21K
|
10.4K
$264K
|