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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-491- 0.19% |
$12.1K - $12.3K
|
261K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$346K - $351K
|
14.1K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 0.31% |
$2.46K - $2.5K
|
32.6K
$819K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.12K- 10.23% |
$150K - $153K
|
53.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93K+ 49.75% |
$121K - $123K
|
14.8K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
112+ 2.82% |
$2.76K - $2.8K
|
4.08K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
39.3K+ 50.83% |
$967K - $982K
|
117K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-342- 0.68% |
$8.41K - $8.55K
|
49.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
586+ 1.9% |
$14.4K - $14.6K
|
31.4K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.77K- 40.84% |
$142K - $144K
|
8.37K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 11.0% |
$25.1K - $25.5K
|
8.26K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4- 0.04% |
$98.4 - $100
|
8.94K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.12K- 0.33% |
$27.5K - $27.9K
|
334K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.2K- 3.08% |
$326K - $331K
|
416K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.28K+ 40.06% |
$80.7K - $81.9K
|
11.5K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7KNew |
$903K - $917K
|
36.7K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.62K+ 11.0% |
$39.9K - $40.5K
|
16.4K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-677- 4.87% |
$16.7K - $16.9K
|
13.2K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-56- 0.54% |
$1.38K - $1.4K
|
10.3K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-603- 0.16% |
$14.8K - $15.1K
|
373K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.53K+ 1.2% |
$111K - $113K
|
383K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
359K+ 1589.43% |
$8.83M - $8.97M
|
381K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 15.97% |
$3.15M - $3.2M
|
929K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$405K - $411K
|
16.5K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.27K+ 4.94% |
$228K - $232K
|
197K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.3K+ 28.83% |
$820K - $833K
|
149K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.84KNew |
$217K - $221K
|
8.84K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.18% |
$1.18K - $1.2K
|
27.3K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$311K - $316K
|
12.7K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-989- 59.72% |
$24.3K - $24.7K
|
667
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 29.63% |
$4.22M - $4.29M
|
751K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$393K - $399K
|
16K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.47K- 12.61% |
$60.7K - $61.7K
|
17.1K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.8K+ 6.37% |
$241K - $245K
|
164K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.2K+ 14.91% |
$693K - $704K
|
217K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.62K- 13.87% |
$64.4K - $65.4K
|
16.2K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
248+ 9.33% |
$6.1K - $6.2K
|
2.91K
$73K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-23.8K- 82.56% |
$585K - $594K
|
5.02K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$344 - $350
|
14
$352
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64New |
$1.57K - $1.6K
|
64
$1.61K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.3KNew |
$1.02M - $1.03M
|
41.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.93K- 3.22% |
$96.8K - $98.3K
|
118K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7KClosed |
$287K - $292K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-866- 8.85% |
$21.3K - $21.6K
|
8.92K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 54.83% |
$822K - $835K
|
27.5K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63.3K- 65.18% |
$1.56M - $1.58M
|
33.8K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-250- 1.16% |
$6.15K - $6.25K
|
21.3K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.9K- 19.97% |
$46.7K - $47.5K
|
7.61K
$191K
|
|
|
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
$59.7K
|