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 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-5.86K- 5.08% |
$144K - $147K
|
110K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
218K+ 91.3% |
$5.38M - $5.49M
|
457K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
151+ 1.08% |
$3.72K - $3.8K
|
14.2K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 34.89% |
$294K - $300K
|
22.3K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.42K+ 2.24% |
$232K - $237K
|
431K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
12.4K+ 41.69% |
$307K - $313K
|
42.3K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.62K- 3.78% |
$40K - $40.9K
|
41.3K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260K- 39.38% |
$6.41M - $6.54M
|
400K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-872- 0.17% |
$21.5K - $21.9K
|
498K
$12.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
16.4K+ 3.82% |
$405K - $413K
|
446K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39.4K+ 57078.26% |
$971K - $991K
|
39.5K
$998K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$24.7 - $25.2
|
3.36K
$84.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19New |
$469 - $478
|
19
$481
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 0.04% |
$98.6 - $101
|
11.3K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-610- 4.93% |
$15K - $15.4K
|
11.8K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.76K+ 79.0% |
$241K - $246K
|
22.1K
$560K
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
6.83K+ 5.99% |
$168K - $172K
|
121K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.24K+ 5.63% |
$55.1K - $56.3K
|
42K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-329- 1.39% |
$8.11K - $8.28K
|
23.3K
$590K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 8.46% |
$3.5K - $3.57K
|
1.54K
$38.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
664+ 13.52% |
$16.4K - $16.7K
|
5.58K
$141K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.36K+ 11.38% |
$58.1K - $59.3K
|
23.1K
$583K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.06K+ 31.5% |
$26K - $26.6K
|
4.41K
$112K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.56KNew |
$211K - $215K
|
8.56K
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
152+ 0.74% |
$3.75K - $3.83K
|
20.7K
$523K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.31K- 7.24% |
$131K - $134K
|
68K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72K+ 16.62% |
$67.1K - $68.5K
|
19.1K
$483K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
128+ 1.05% |
$3.16K - $3.22K
|
12.3K
$311K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-16- 0.18% |
$395 - $403
|
8.9K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.4K- 9.43% |
$1.76M - $1.8M
|
686K
$17.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
64+ 3.78% |
$1.58K - $1.61K
|
1.76K
$44.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
19.2K+ 35.21% |
$473K - $483K
|
73.6K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
18+ 0.14% |
$444 - $453
|
12.5K
$317K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-49.2K- 63.59% |
$1.21M - $1.24M
|
28.2K
$713K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.29K- 5.39% |
$106K - $108K
|
75.3K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40- 0.21% |
$986 - $1.01K
|
18.6K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 11.82% |
$592 - $604
|
227
$5.74K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-27K- 20.26% |
$666K - $680K
|
106K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.25K+ 8.86% |
$55.5K - $56.6K
|
27.7K
$700K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-137- 1.06% |
$3.38K - $3.45K
|
12.8K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-294- 1.61% |
$7.25K - $7.4K
|
17.9K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
55+ 0.61% |
$1.36K - $1.38K
|
9.07K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 4.57% |
$193K - $197K
|
163K
$4.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.61K+ 2.08% |
$89.1K - $90.9K
|
178K
$4.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.06K+ 2.59% |
$50.9K - $51.9K
|
81.6K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.07K- 6.36% |
$125K - $128K
|
74.6K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
22.2KNew |
$546K - $558K
|
22.2K
$560K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.73K+ 8.09% |
$215K - $220K
|
117K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-387- 2.26% |
$9.54K - $9.74K
|
16.7K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 34.28% |
$102K - $104K
|
16.2K
$409K
|