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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 16.67% |
$2.48M - $2.52M
|
503K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.38KNew |
$58.5K - $59.5K
|
2.38K
$59.6K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.58K+ 7.76% |
$137K - $139K
|
77.4K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.5K- 44.23% |
$972K - $988K
|
49.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.74KNew |
$240K - $243K
|
9.74K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
244+ 0.73% |
$6K - $6.1K
|
33.7K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.67KNew |
$213K - $217K
|
8.67K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.4KNew |
$304K - $309K
|
12.4K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33- 0.32% |
$812 - $825
|
10.4K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.8K- 36.82% |
$1.18M - $1.2M
|
82.1K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.18% |
$49.2 - $50
|
171
$4.29K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
355New |
$8.73K - $8.87K
|
355
$8.9K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.21K- 2.74% |
$29.6K - $30.1K
|
42.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
55.9K+ 88.84% |
$1.38M - $1.4M
|
119K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.4KNew |
$600K - $609K
|
24.4K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.39K+ 8.71% |
$157K - $160K
|
79.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 2.51% |
$285K - $290K
|
450K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-327- 1.38% |
$8.04K - $8.17K
|
23.3K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
407+ 1.01% |
$10K - $10.2K
|
40.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 12.56% |
$112K - $114K
|
40.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.5K- 28.85% |
$530K - $538K
|
53.1K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.8K- 55.81% |
$192K - $195K
|
6.18K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 32.82% |
$3.95M - $4.01M
|
329K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
830+ 8.1% |
$20.4K - $20.7K
|
11.1K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
414+ 1.67% |
$10.2K - $10.3K
|
25.2K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
294+ 0.26% |
$7.23K - $7.35K
|
114K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.41K+ 3.19% |
$232K - $235K
|
304K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 24.91% |
$501K - $508K
|
102K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40.7K+ 11.21% |
$1M - $1.02M
|
403K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.13K- 83.98% |
$126K - $128K
|
978
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
202+ 0.48% |
$4.97K - $5.05K
|
41.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-663- 6.56% |
$16.3K - $16.6K
|
9.44K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 4.07% |
$635K - $645K
|
660K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.8K+ 90.94% |
$1.52M - $1.54M
|
130K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.2K- 85.65% |
$1.33M - $1.35M
|
9.09K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.58K+ 0.55% |
$63.4K - $64.4K
|
470K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.6K- 11.04% |
$88.6K - $90K
|
29K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.3K+ 11.57% |
$31.9K - $32.4K
|
12.5K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-524- 0.86% |
$12.9K - $13.1K
|
60.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 4.9% |
$3.7M - $3.76M
|
3.22M
$80.6M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.72K+ 9.38% |
$42.3K - $43K
|
20K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
18K+ 4.38% |
$443K - $450K
|
429K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.19K- 5.53% |
$78.4K - $79.6K
|
54.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
185+ 0.04% |
$4.55K - $4.62K
|
499K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.93K- 8.08% |
$171K - $173K
|
78.9K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 2.6% |
$108K - $110K
|
174K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.22K+ 11.79% |
$30K - $30.4K
|
11.5K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
22.1K+ 607.72% |
$544K - $553K
|
25.8K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-228K- 66.57% |
$5.6M - $5.69M
|
114K
$2.86M
|