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 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.8K+ 90.94% |
$1.52M - $1.54M
|
130K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.6K- 11.04% |
$88.6K - $90K
|
29K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.22K+ 11.79% |
$30K - $30.4K
|
11.5K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.95% |
$25.8K - $26.2K
|
16.6K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.96K- 52.93% |
$48.2K - $49K
|
1.74K
$44.1K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.82K+ 6.86% |
$44.6K - $45.4K
|
28.3K
$715K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.45K+ 20.52% |
$84.9K - $86.2K
|
20.3K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.33KNew |
$229K - $233K
|
9.33K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01KNew |
$197K - $200K
|
8.01K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.15K- 51.3% |
$127K - $129K
|
4.89K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.59K- 13.53% |
$187K - $190K
|
48.5K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
95New |
$2.34K - $2.37K
|
95
$2.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$307K - $312K
|
12.5K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
123New |
$3.03K - $3.07K
|
123
$3.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
606+ 2.36% |
$14.9K - $15.1K
|
26.3K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.4K+ 12.66% |
$353K - $359K
|
128K
$3.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$287K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
302+ 2.99% |
$7.43K - $7.59K
|
10.4K
$263K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.84K+ 20.64% |
$218K - $222K
|
51.7K
$1.31M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.84KNew |
$94.6K - $96.5K
|
3.84K
$97.2K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 12.64% |
$1.94K - $1.98K
|
546
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471New |
$11.6K - $11.8K
|
471
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.24KNew |
$203K - $207K
|
8.24K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.1KNew |
$248K - $253K
|
10.1K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383New |
$9.43K - $9.62K
|
383
$9.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.7KNew |
$312K - $319K
|
12.7K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
398New |
$9.79K - $10K
|
398
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 13.06% |
$6.57K - $6.71K
|
2.31K
$58.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
777+ 6.12% |
$19.1K - $19.5K
|
13.5K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
800+ 17.72% |
$19.7K - $20.1K
|
5.32K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 80.0% |
$98.4K - $100K
|
1K
$25.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
291New |
$7.16K - $7.31K
|
291
$7.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.29K+ 13.77% |
$31.7K - $32.4K
|
10.7K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 78.57% |
$6.77K - $6.91K
|
75
$1.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.58K+ 96.87% |
$236K - $241K
|
19.5K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$104K - $106K
|
4.21K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-103- 1.13% |
$2.53K - $2.59K
|
9.01K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
436+ 6.65% |
$10.7K - $11K
|
7K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
447KNew |
$11M - $11.2M
|
447K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.91K+ 25.37% |
$145K - $148K
|
29.2K
$738K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.84% |
$369 - $377
|
799
$20.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 1.16% |
$615 - $628
|
2.18K
$55.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.89K+ 5.98% |
$46.5K - $47.5K
|
33.5K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-532- 4.65% |
$13.1K - $13.4K
|
10.9K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
110+ 0.85% |
$2.71K - $2.76K
|
13.1K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
892New |
$22K - $22.4K
|
892
$22.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
77New |
$1.89K - $1.93K
|
77
$1.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 10.54% |
$4.41K - $4.5K
|
1.88K
$47.5K
|
|