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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$43.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 19.1% |
$110K - $112K
|
19K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 8.55% |
$35.3K - $35.9K
|
18.2K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.21K+ 7.74% |
$128K - $130K
|
72.5K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-115K- 51.68% |
$2.84M - $2.88M
|
108K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.33KNew |
$229K - $233K
|
9.33K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.2K+ 18.29% |
$78.7K - $80K
|
20.7K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 4.36% |
$12.7K - $12.9K
|
12.4K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.15K- 51.3% |
$127K - $129K
|
4.89K
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01KNew |
$197K - $200K
|
8.01K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 4.94% |
$488K - $496K
|
421K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.84K- 3.44% |
$69.8K - $70.9K
|
79.6K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.06K+ 4.33% |
$26K - $26.4K
|
25.4K
$638K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-2.02K- 7.86% |
$49.6K - $50.4K
|
23.6K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48M- 66.21% |
$36.5M - $37.1M
|
757K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-577- 3.13% |
$14.2K - $14.4K
|
17.9K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.59K- 13.53% |
$187K - $190K
|
48.5K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
21.2K+ 9.75% |
$522K - $531K
|
239K
$6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$307K - $312K
|
12.5K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
14.6K+ 4.66% |
$360K - $366K
|
329K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
439+ 2.03% |
$10.8K - $11K
|
22.1K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.7K- 73.43% |
$953K - $968K
|
14K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
95New |
$2.34K - $2.37K
|
95
$2.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
135+ 0.73% |
$3.32K - $3.37K
|
18.7K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.73% |
$271 - $275
|
203
$5.1K
|
|
|
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 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 16.48% |
$173K - $176K
|
35.6K
$894K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
731+ 17.48% |
$18K - $18.3K
|
4.91K
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.34KNew |
$205K - $208K
|
8.34K
$209K
|
|
|
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
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 0.73% |
$1.57K - $1.6K
|
8.82K
$222K
|
|
|
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
|
Verity Wealth Advisors
|
BUY
|
- |
606+ 2.36% |
$14.9K - $15.1K
|
26.3K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
123New |
$3.03K - $3.07K
|
123
$3.09K
|
|
|
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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.08K- 6.61% |
$26.5K - $26.9K
|
15.2K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
564+ 1044.44% |
$13.9K - $14.1K
|
618
$15.5K
|
|
|
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
$2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.4% |
$3.37K - $3.42K
|
34.2K
$859K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
12.2KNew |
$299K - $304K
|
12.2K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.4K+ 12.66% |
$353K - $359K
|
128K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-210- 1.71% |
$5.17K - $5.25K
|
12.1K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$285K
|