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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
135+ 0.73% |
$3.32K - $3.37K
|
18.7K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
14.3K+ 45.73% |
$352K - $358K
|
45.6K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.73% |
$271 - $275
|
203
$5.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
81+ 0.83% |
$1.99K - $2.02K
|
9.86K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66+ 1.63% |
$1.62K - $1.65K
|
4.1K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 16.48% |
$173K - $176K
|
35.6K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
731+ 17.48% |
$18K - $18.3K
|
4.91K
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
78.8K+ 41.13% |
$1.94M - $1.97M
|
270K
$6.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
73+ 4.5% |
$1.8K - $1.82K
|
1.69K
$42.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.34KNew |
$205K - $208K
|
8.34K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.48% |
$44.4K - $45.1K
|
10.6K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.92% |
$35.7K - $36.3K
|
76.9K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
59+ 0.73% |
$1.45K - $1.47K
|
8.14K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-180- 1.96% |
$4.43K - $4.5K
|
9.02K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 2.27% |
$959 - $975
|
1.68K
$42.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 5.98% |
$76.1K - $77.3K
|
48.6K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.56K+ 17.72% |
$38.5K - $39.1K
|
10.4K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 0.73% |
$1.57K - $1.6K
|
8.82K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-209- 2.28% |
$5.14K - $5.22K
|
8.95K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
606+ 2.36% |
$14.9K - $15.1K
|
26.3K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 22.2% |
$514K - $523K
|
73.3K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
123New |
$3.03K - $3.07K
|
123
$3.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-671- 4.13% |
$16.5K - $16.8K
|
15.6K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77K+ 14.12% |
$68.2K - $69.3K
|
22.4K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.26K+ 0.81% |
$55.5K - $56.4K
|
282K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.08K- 6.61% |
$26.5K - $26.9K
|
15.2K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
564+ 1044.44% |
$13.9K - $14.1K
|
618
$15.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.66K+ 15.29% |
$40.8K - $41.5K
|
12.5K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-532K- 86.92% |
$13.1M - $13.3M
|
80K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
720+ 0.91% |
$17.7K - $18K
|
79.7K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.35K- 7.39% |
$156K - $159K
|
79.5K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
83+ 0.77% |
$2.04K - $2.07K
|
10.9K
$273K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
48.9K+ 524.11% |
$1.2M - $1.22M
|
58.2K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.4% |
$3.37K - $3.42K
|
34.2K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
12.2KNew |
$299K - $304K
|
12.2K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.4K+ 12.66% |
$353K - $359K
|
128K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-210- 1.71% |
$5.17K - $5.25K
|
12.1K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 24.1% |
$52.9K - $53.7K
|
11.1K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 0.81% |
$3K - $3.05K
|
15K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.16K- 19.01% |
$102K - $104K
|
17.7K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.34K+ 3.6% |
$57.6K - $58.6K
|
67.4K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
509+ 2.2% |
$12.5K - $12.7K
|
23.7K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.1K+ 14.98% |
$1.11M - $1.13M
|
346K
$8.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 1.2% |
$50K - $50.8K
|
171K
$4.28M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.84KNew |
$94.6K - $96.5K
|
3.84K
$96.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 203.77% |
$3.88M - $3.96M
|
235K
$5.9M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 12.64% |
$1.94K - $1.98K
|
546
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471New |
$11.6K - $11.8K
|
471
$11.8K
|
|