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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$285K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.23KNew |
$29.9K - $30.2K
|
1.23K
$30.9K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-5.73K- 6.47% |
$139K - $141K
|
82.8K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-164- 0.9% |
$3.99K - $4.03K
|
18K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-337- 0.23% |
$8.2K - $8.28K
|
147K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 29.47% |
$345K - $348K
|
33.9K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-362- 3.07% |
$8.8K - $8.89K
|
11.4K
$287K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.44KNew |
$59.4K - $60K
|
2.44K
$61.3K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
653+ 6.05% |
$15.9K - $16K
|
11.5K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47KNew |
$35.8K - $36.1K
|
1.47K
$36.9K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.43K+ 18.43% |
$34.8K - $35.1K
|
9.18K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$505K - $510K
|
20.7K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12KNew |
$291K - $294K
|
12K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
11.4KNew |
$278K - $281K
|
11.4K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.75K- 11.03% |
$91.1K - $92K
|
30.2K
$759K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
154+ 1.37% |
$3.75K - $3.78K
|
11.4K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$4.33K - $4.37K
|
178
$4.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
151+ 7.07% |
$3.67K - $3.71K
|
2.29K
$57.5K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.94KNew |
$92.8K - $96.4K
|
3.94K
$98.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72New |
$1.7K - $1.76K
|
72
$1.81K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
844New |
$19.9K - $20.7K
|
844
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
304New |
$7.16K - $7.44K
|
304
$7.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
169K+ 1272.8% |
$3.99M - $4.14M
|
183K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320New |
$7.54K - $7.83K
|
320
$8.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
41New |
$966 - $1K
|
41
$1.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
86.7KNew |
$2.04M - $2.12M
|
86.7K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.7K+ 30.3% |
$276K - $287K
|
50.3K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-235- 1.89% |
$5.54K - $5.75K
|
12.2K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.63KNew |
$203K - $211K
|
8.63K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
398+ 2.83% |
$9.38K - $9.74K
|
14.5K
$363K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
6+ 6.06% |
$141 - $147
|
105
$2.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.03K- 19.75% |
$119K - $123K
|
20.4K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.4K - $28.5K
|
1.16K
$29.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-338- 2.62% |
$7.96K - $8.27K
|
12.6K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-220- 2.94% |
$5.18K - $5.39K
|
7.26K
$182K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 0.86% |
$3.3K - $3.43K
|
16.1K
$405K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
781New |
$18.4K - $19.1K
|
781
$19.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 5.84% |
$990 - $1.03K
|
677
$17K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.76K+ 2.84% |
$41.5K - $43.1K
|
63.9K
$1.6M
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.06K+ 23.12% |
$48.7K - $49.4K
|
10.9K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.2K- 80.59% |
$551K - $558K
|
5.59K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791New |
$18.8K - $19K
|
791
$19.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.4K- 62.29% |
$270K - $274K
|
6.9K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.46KClosed |
$106K - $107K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-249- 2.55% |
$5.91K - $5.98K
|
9.51K
$239K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-33- 82.5% |
$783 - $793
|
7
$176
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 16.85% |
$358K - $363K
|
105K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.49K- 28.89% |
$82.7K - $83.8K
|
8.59K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.52K- 19.01% |
$59.7K - $60.4K
|
10.7K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.27K- 18.36% |
$125K - $127K
|
23.4K
$589K
|
|