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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
92.8KNew |
$2.32M - $2.35M
|
92.8K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.16K+ 14.77% |
$54K - $54.7K
|
16.8K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.66K- 4.58% |
$41.4K - $42K
|
34.5K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.38K+ 9.81% |
$185K - $187K
|
82.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
204+ 2.36% |
$5.1K - $5.17K
|
8.86K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-26.3K- 22.54% |
$658K - $666K
|
90.4K
$2.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-732- 3.74% |
$18.3K - $18.5K
|
18.8K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.78KNew |
$245K - $248K
|
9.78K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
553+ 4.36% |
$13.8K - $14K
|
13.2K
$334K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
920+ 1.99% |
$23K - $23.3K
|
47.1K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.61K+ 1.35% |
$90.1K - $91.3K
|
271K
$6.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 49.16% |
$64.7K - $65.5K
|
7.85K
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.71% |
$29.1K - $29.5K
|
164K
$4.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.7K+ 5.58% |
$517K - $524K
|
392K
$9.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-51- 0.62% |
$1.28K - $1.29K
|
8.19K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-58- 0.25% |
$1.45K - $1.47K
|
22.9K
$577K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.01% |
$150 - $152
|
79K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 0.84% |
$1.88K - $1.9K
|
9.05K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.94K- 2.81% |
$98.6K - $99.9K
|
136K
$3.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-389- 3.58% |
$9.73K - $9.85K
|
10.5K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
395+ 2.02% |
$9.88K - $10K
|
20K
$504K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.11K- 8.05% |
$27.9K - $28.2K
|
12.7K
$320K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
194+ 0.25% |
$4.85K - $4.91K
|
78.2K
$1.97M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28.6K+ 7.92% |
$715K - $724K
|
390K
$9.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-86.9K- 37.3% |
$2.17M - $2.2M
|
146K
$3.68M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 1.61% |
$368K - $375K
|
944K
$23.8M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
197+ 0.34% |
$4.86K - $4.96K
|
57.7K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49K+ 387.59% |
$1.21M - $1.23M
|
61.7K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$359K - $366K
|
14.5K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
20K+ 40.0% |
$493K - $503K
|
70K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96.8K+ 25.97% |
$2.39M - $2.44M
|
469K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
294+ 2100.0% |
$7.25K - $7.4K
|
308
$7.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-66- 18.59% |
$1.63K - $1.66K
|
289
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-260- 3.11% |
$6.41K - $6.54K
|
8.11K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 22.31% |
$2.05K - $2.09K
|
289
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
375+ 7.32% |
$9.25K - $9.44K
|
5.5K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 8.82% |
$109K - $111K
|
45.5K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$49.3 - $50.3
|
16K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 21.88% |
$50.9K - $52K
|
7.37K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
43+ 1.09% |
$1.06K - $1.08K
|
3.98K
$100K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 39.45% |
$396K - $405K
|
24.7K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
167New |
$4.12K - $4.2K
|
167
$4.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-29- 3.12% |
$715 - $730
|
900
$22.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.91K- 17.61% |
$71.7K - $73.1K
|
13.6K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 17.88% |
$1.87K - $1.91K
|
501
$12.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
31+ 0.63% |
$764 - $780
|
4.92K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 29.04% |
$82.1K - $83.8K
|
8.14K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 0.88% |
$2.52K - $2.57K
|
11.5K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.68K+ 2.49% |
$41.4K - $42.2K
|
69.1K
$1.74M
|
|