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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
243+ 3.03% |
$5.98K - $6.1K
|
8.27K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
159+ 1.49% |
$3.91K - $3.99K
|
10.8K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116New |
$2.85K - $2.91K
|
116
$2.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 1.03% |
$2.46K - $2.51K
|
9.78K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$2.17K - $2.21K
|
14.6K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$1.7K - $1.73K
|
69
$1.71K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
54+ 0.67% |
$1.33K - $1.36K
|
8.08K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 6.86% |
$172 - $176
|
109
$2.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.2% |
$49.2 - $50.2
|
169
$4.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$49.2 - $50.2
|
2
$49.5
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32M+ 232.74% |
$32.1M - $33.2M
|
1.88M
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
918KNew |
$22.4M - $23.1M
|
918K
$22.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
472K+ 1188.72% |
$11.5M - $11.9M
|
512K
$12.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
302K+ 332.79% |
$7.36M - $7.6M
|
392K
$9.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 22.86% |
$3.03M - $3.13M
|
668K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$2.85M - $2.94M
|
117K
$2.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
112K+ 78.58% |
$2.73M - $2.82M
|
254K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
90.2K+ 3.43% |
$2.2M - $2.27M
|
2.72M
$67.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83K+ 106.62% |
$2.02M - $2.09M
|
161K
$3.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
74.7K+ 17.67% |
$1.82M - $1.88M
|
497K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
71K+ 3001.23% |
$1.73M - $1.79M
|
73.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.2KNew |
$1.49M - $1.54M
|
61.2K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.1K+ 309.24% |
$1.49M - $1.54M
|
80.8K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.3K+ 11.09% |
$1.23M - $1.27M
|
504K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5K+ 6.36% |
$1.06M - $1.1M
|
728K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.8KNew |
$995K - $1.03M
|
40.8K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
36K+ 174.33% |
$878K - $908K
|
56.7K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.1K+ 7.62% |
$734K - $759K
|
425K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.4KNew |
$693K - $716K
|
28.4K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28K+ 57.55% |
$683K - $706K
|
76.7K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 48.15% |
$661K - $683K
|
83.4K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 4.7% |
$650K - $672K
|
594K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.3K+ 22.75% |
$617K - $638K
|
137K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
24.7K+ 76.76% |
$603K - $623K
|
57K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.5K+ 6.52% |
$597K - $617K
|
400K
$9.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 24.39% |
$582K - $601K
|
122K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.3KNew |
$568K - $587K
|
23.3K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.9K+ 40.33% |
$558K - $577K
|
79.7K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.7K+ 47.41% |
$529K - $546K
|
67.4K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21.1K+ 82.7% |
$513K - $531K
|
46.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 5.34% |
$426K - $441K
|
345K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 3.71% |
$420K - $434K
|
482K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.9K+ 2.55% |
$388K - $401K
|
639K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$370K - $382K
|
15.2K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15KNew |
$367K - $379K
|
15K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 2.74% |
$356K - $368K
|
548K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 6.44% |
$338K - $349K
|
229K
$5.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.9KNew |
$315K - $325K
|
12.9K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7KNew |
$310K - $320K
|
12.7K
$315K
|
|