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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$1.7K - $1.73K
|
69
$1.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 6.86% |
$172 - $176
|
109
$2.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 96.05% |
$29.9K - $30.5K
|
50
$1.25K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.09KNew |
$224K - $228K
|
9.09K
$228K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-62.5K- 64.17% |
$1.52M - $1.58M
|
34.9K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.77% |
$4.14K - $4.28K
|
21.9K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08KNew |
$26.4K - $27.2K
|
1.08K
$27.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
166New |
$4.05K - $4.18K
|
166
$4.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.33% |
$341 - $353
|
4.28K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15KNew |
$367K - $379K
|
15K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.8K+ 42.69% |
$288K - $298K
|
39.5K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
129+ 0.86% |
$3.15K - $3.25K
|
15.2K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.29KClosed |
$226K - $234K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 0.13% |
$317 - $328
|
10.2K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$820K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129New |
$3.15K - $3.25K
|
129
$3.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.65K- 40.18% |
$162K - $168K
|
9.9K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$615K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-9.05K- 60.57% |
$221K - $228K
|
5.89K
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.99K+ 24.57% |
$72.9K - $75.4K
|
15.2K
$380K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26KNew |
$201K - $208K
|
8.26K
$207K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
453+ 4.67% |
$11K - $11.4K
|
10.1K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$707 - $731
|
29
$727
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-885- 7.83% |
$21.6K - $22.3K
|
10.4K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.7K- 38.81% |
$456K - $472K
|
29.5K
$740K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 12.86% |
$50.3K - $52K
|
14K
$351K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$11.5K - $11.9K
|
471
$11.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19.2K- 91.97% |
$469K - $485K
|
1.68K
$42.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.31K- 6.81% |
$130K - $134K
|
72.7K
$1.82M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
129+ 0.96% |
$3.12K - $3.16K
|
13.6K
$341K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
635+ 14.14% |
$15.4K - $15.6K
|
5.13K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-194K- 88.82% |
$4.68M - $4.74M
|
24.4K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$1.16K - $1.18K
|
4.98K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.7KNew |
$1.15M - $1.17M
|
47.7K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 37.61% |
$27.8K - $28.2K
|
4.21K
$106K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.14% |
$556 - $564
|
16.1K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.17% |
$242 - $245
|
250
$6.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 4.49% |
$484 - $490
|
425
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-346- 53.64% |
$8.37K - $8.48K
|
299
$7.49K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 0.15% |
$17K - $17.3K
|
461K
$11.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 5.61% |
$605 - $613
|
471
$11.8K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.14KNew |
$27.6K - $28K
|
1.14K
$28.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 33.61% |
$84.7K - $85.8K
|
6.91K
$173K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.08% |
$1.21K - $1.23K
|
60.7K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
259New |
$6.27K - $6.35K
|
259
$6.49K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.89K- 31.7% |
$167K - $169K
|
14.8K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
30.4KNew |
$736K - $746K
|
30.4K
$763K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-520- 0.53% |
$12.6K - $12.7K
|
98.4K
$2.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$285K
|
|