Latest Institutional Purchases of Ishares Tr Ishares Esg Aware 1 (SUSB)
This list provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
78.8K+ 41.13% |
$1.94M - $1.97M
|
270K
$6.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
77.5K+ 25.34% |
$1.91M - $1.94M
|
383K
$9.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
65.3K+ 47.89% |
$1.61M - $1.63M
|
202K
$5.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
48.9K+ 524.11% |
$1.2M - $1.22M
|
58.2K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.1K+ 14.98% |
$1.11M - $1.13M
|
346K
$8.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
27.1K+ 16.68% |
$667K - $677K
|
190K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
21.2K+ 9.75% |
$522K - $531K
|
239K
$5.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.7K+ 11667.23% |
$508K - $516K
|
20.8K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 4.94% |
$488K - $496K
|
421K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
14.6K+ 4.66% |
$360K - $366K
|
329K
$8.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
14.4K+ 12.66% |
$353K - $359K
|
128K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
14.3K+ 45.73% |
$352K - $358K
|
45.6K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 37.35% |
$335K - $340K
|
50.1K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
13.5K+ 11.76% |
$332K - $337K
|
128K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.4K+ 65.5% |
$329K - $334K
|
33.8K
$847K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$307K - $312K
|
12.5K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
12.2KNew |
$299K - $304K
|
12.2K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.4KNew |
$281K - $285K
|
11.4K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$279K - $283K
|
11.3K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.33KNew |
$229K - $233K
|
9.33K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.34KNew |
$205K - $208K
|
8.34K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.16K+ 4.6% |
$201K - $204K
|
185K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01KNew |
$197K - $200K
|
8.01K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.2K+ 5.02% |
$152K - $155K
|
130K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.9K+ 49.53% |
$145K - $147K
|
17.8K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 12.28% |
$128K - $130K
|
47.7K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.21K+ 7.74% |
$128K - $130K
|
72.5K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.45K+ 20.52% |
$84.9K - $86.2K
|
20.3K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.2K+ 18.29% |
$78.7K - $80K
|
20.7K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.93K+ 7.41% |
$72K - $73.1K
|
42.4K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.77K+ 14.12% |
$68.2K - $69.3K
|
22.4K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.5K+ 13.66% |
$61.6K - $62.6K
|
20.8K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.34K+ 3.6% |
$57.6K - $58.6K
|
67.4K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.26K+ 0.81% |
$55.5K - $56.4K
|
282K
$7.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 24.1% |
$52.9K - $53.7K
|
11.1K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 1.2% |
$50K - $50.8K
|
171K
$4.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.89K+ 2.38% |
$46.6K - $47.3K
|
81.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.82K+ 6.86% |
$44.6K - $45.4K
|
28.3K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.66K+ 15.29% |
$40.8K - $41.5K
|
12.5K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.56K+ 17.72% |
$38.5K - $39.1K
|
10.4K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 64.47% |
$38.4K - $39K
|
3.98K
$99.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.92% |
$35.7K - $36.3K
|
76.9K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 8.55% |
$35.3K - $35.9K
|
18.2K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.32K+ 7.16% |
$32.3K - $32.9K
|
19.7K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.28K+ 1.46% |
$31.5K - $32K
|
88.7K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.3K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.07K+ 2.55% |
$26.3K - $26.7K
|
42.9K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.06K+ 4.33% |
$26K - $26.4K
|
25.4K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
886+ 1.81% |
$21.8K - $22.1K
|
49.9K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
731+ 17.48% |
$18K - $18.3K
|
4.91K
$123K
|