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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$807K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.2K- 1.45% |
$78K - $80.6K
|
218K
$5.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
27.8KNew |
$679K - $702K
|
27.8K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.4KNew |
$693K - $716K
|
28.4K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
36K+ 174.33% |
$878K - $908K
|
56.7K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
71K+ 3001.23% |
$1.73M - $1.79M
|
73.3K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32M+ 232.74% |
$32.1M - $33.2M
|
1.88M
$46.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-203- 0.3% |
$4.95K - $5.12K
|
67K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$27.8K - $28.8K
|
1.14K
$28.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-949- 6.96% |
$23.1K - $23.9K
|
12.7K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
864New |
$21.1K - $21.8K
|
864
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
625New |
$15.2K - $15.8K
|
625
$15.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.65K- 40.18% |
$162K - $168K
|
9.9K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.5K+ 6.52% |
$597K - $617K
|
400K
$9.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.13K+ 5.18% |
$198K - $205K
|
165K
$4.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129New |
$3.15K - $3.25K
|
129
$3.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-239- 2.01% |
$5.83K - $6.02K
|
11.7K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$605K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21.1K+ 82.7% |
$513K - $531K
|
46.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.3% |
$26.8K - $27.7K
|
364K
$8.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-13.8K- 8.38% |
$336K - $347K
|
150K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
472K+ 1188.72% |
$11.5M - $11.9M
|
512K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
836+ 9.11% |
$20.4K - $21.1K
|
10K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.45K+ 4.79% |
$182K - $188K
|
163K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.31K- 32.93% |
$105K - $108K
|
8.77K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2K- 2.42% |
$48.7K - $50.3K
|
80.6K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
72+ 0.95% |
$1.76K - $1.81K
|
7.61K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-655- 3.89% |
$16K - $16.5K
|
16.2K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13K+ 12.1% |
$318K - $328K
|
121K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9.05K- 60.57% |
$221K - $228K
|
5.89K
$145K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.52K- 0.49% |
$37K - $38.2K
|
307K
$7.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
131+ 0.99% |
$3.19K - $3.3K
|
13.3K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.99K- 8.32% |
$97.3K - $101K
|
44K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
154+ 1.82% |
$3.75K - $3.88K
|
8.62K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.9KNew |
$437K - $451K
|
17.9K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.71K+ 1.86% |
$65.9K - $68.2K
|
148K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.74K+ 11.56% |
$42.3K - $43.8K
|
16.8K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 48.15% |
$661K - $683K
|
83.4K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
331+ 10.66% |
$8.07K - $8.34K
|
3.44K
$84.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142+ 489.66% |
$3.46K - $3.58K
|
171
$4.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.99K+ 24.57% |
$72.9K - $75.4K
|
15.2K
$374K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 167.22% |
$26.9K - $27.8K
|
1.76K
$43.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$41.4K - $42.8K
|
1.7K
$41.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
164+ 11.91% |
$4K - $4.13K
|
1.54K
$38K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-13.4K- 16.28% |
$326K - $337K
|
68.7K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
397+ 2.63% |
$9.68K - $10K
|
15.5K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.32K+ 13.09% |
$105K - $109K
|
37.3K
$919K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
74.7K+ 17.67% |
$1.82M - $1.88M
|
497K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.12K- 24.36% |
$76K - $78.5K
|
9.68K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26KNew |
$201K - $208K
|
8.26K
$204K
|