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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
14+ 0.09% |
$345 - $352
|
15.6K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
814+ 3.44% |
$20.1K - $20.5K
|
24.5K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-405- 4.46% |
$9.99K - $10.2K
|
8.68K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.7K- 32.1% |
$634K - $647K
|
54.4K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
304+ 0.73% |
$7.5K - $7.65K
|
42.2K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-86- 0.87% |
$2.12K - $2.16K
|
9.81K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
185+ 4.51% |
$4.56K - $4.66K
|
4.29K
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 69.17% |
$12.1K - $12.3K
|
218
$5.52K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-99.2K- 86.76% |
$2.45M - $2.5M
|
15.1K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-155- 1.76% |
$3.82K - $3.9K
|
8.67K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.95K+ 8.27% |
$72.7K - $74.2K
|
38.6K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
3.55K+ 5.85% |
$87.6K - $89.4K
|
64.3K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-14K- 4.97% |
$345K - $352K
|
268K
$6.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.02K+ 8.94% |
$25.2K - $25.7K
|
12.4K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.12K+ 4.76% |
$176K - $179K
|
157K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 85.87% |
$546K - $557K
|
3.64K
$92.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
91+ 11.11% |
$2.24K - $2.29K
|
910
$23K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5+ 0.06% |
$123 - $126
|
8.96K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.4KNew |
$380K - $388K
|
15.4K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.62K+ 14.58% |
$39.8K - $40.6K
|
12.7K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
167+ 1.69% |
$4.12K - $4.2K
|
10K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.7K- 16.01% |
$42K - $42.9K
|
8.94K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 5.58% |
$65.6K - $67K
|
45K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.07K+ 7.04% |
$75.6K - $77.2K
|
46.6K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
29.9K+ 11.04% |
$736K - $751K
|
300K
$7.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.12% |
$395 - $403
|
1.45K
$36.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.02K- 53.65% |
$198K - $202K
|
6.93K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-12.2K- 80.28% |
$300K - $306K
|
2.99K
$75.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.85K+ 3.61% |
$70.2K - $71.7K
|
81.7K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-807- 1.39% |
$19.9K - $20.3K
|
57.4K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.07K+ 24.53% |
$75.7K - $77.2K
|
15.6K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 2.66% |
$50.4K - $51.4K
|
79K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
89+ 1.09% |
$2.19K - $2.24K
|
8.22K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$148 - $151
|
14.6K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.96K+ 6.5% |
$73.1K - $74.6K
|
48.6K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
266KNew |
$6.56M - $6.7M
|
266K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$343K - $351K
|
13.9K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 6.19% |
$27.1K - $27.6K
|
18.8K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-66.9KClosed |
$1.65M - $1.69M
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 13.17% |
$83.9K - $85.7K
|
22.4K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.92K- 17.6% |
$47.3K - $48.3K
|
8.99K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
22+ 0.12% |
$543 - $554
|
17.8K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
516+ 7.93% |
$12.7K - $13K
|
7.03K
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.2K+ 4.39% |
$375K - $383K
|
361K
$9.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.3K+ 37.8% |
$155K - $159K
|
23K
$581K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.8% |
$2.17K - $2.21K
|
11.2K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.86K- 12.77% |
$70.6K - $72K
|
19.5K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-794- 2.15% |
$19.6K - $20K
|
36.2K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.28K+ 6.9% |
$56.2K - $57.4K
|
35.3K
$894K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 7.41% |
$149K - $152K
|
87.6K
$2.22M
|