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 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 0.81% |
$3K - $3.05K
|
15K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.34K+ 3.6% |
$57.6K - $58.6K
|
67.4K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 1.2% |
$50K - $50.8K
|
171K
$4.29M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.84KNew |
$94.6K - $96.5K
|
3.84K
$96.5K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 203.77% |
$3.88M - $3.96M
|
235K
$5.91M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
235+ 171.53% |
$5.78K - $5.9K
|
372
$9.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.24KNew |
$203K - $207K
|
8.24K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38.6K- 33.06% |
$951K - $970K
|
78.2K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
93+ 1.94% |
$2.29K - $2.34K
|
4.89K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.1KNew |
$248K - $253K
|
10.1K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383New |
$9.43K - $9.62K
|
383
$9.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.7KNew |
$312K - $319K
|
12.7K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
398New |
$9.79K - $10K
|
398
$9.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
291New |
$7.16K - $7.31K
|
291
$7.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 80.0% |
$98.4K - $100K
|
1K
$25.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
800+ 17.72% |
$19.7K - $20.1K
|
5.32K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
777+ 6.12% |
$19.1K - $19.5K
|
13.5K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 13.06% |
$6.57K - $6.71K
|
2.31K
$58.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.29K+ 13.77% |
$31.7K - $32.4K
|
10.7K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 78.57% |
$6.77K - $6.91K
|
75
$1.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.58K+ 96.87% |
$236K - $241K
|
19.5K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$104K - $106K
|
4.21K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
447KNew |
$11M - $11.2M
|
447K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
436+ 6.65% |
$10.7K - $11K
|
7K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-103- 1.13% |
$2.53K - $2.59K
|
9.01K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5K- 9.09% |
$123K - $126K
|
50K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.91K+ 25.37% |
$145K - $148K
|
29.2K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.84% |
$369 - $377
|
799
$20.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.8K- 13.78% |
$44.4K - $45.3K
|
11.3K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 1.16% |
$615 - $628
|
2.18K
$54.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.89K+ 5.98% |
$46.5K - $47.5K
|
33.5K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-532- 4.65% |
$13.1K - $13.4K
|
10.9K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
110+ 0.85% |
$2.71K - $2.76K
|
13.1K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
892New |
$22K - $22.4K
|
892
$22.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
77New |
$1.89K - $1.93K
|
77
$1.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 4.57% |
$591 - $603
|
501
$12.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 10.54% |
$4.41K - $4.5K
|
1.88K
$47.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
797+ 5.14% |
$19.6K - $20K
|
16.3K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$2.17K - $2.21K
|
14.6K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 41.83% |
$278K - $284K
|
38.3K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116New |
$2.85K - $2.91K
|
116
$2.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.91KNew |
$219K - $224K
|
8.91K
$224K
|
|