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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12KNew |
$293K - $303K
|
12K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.8K+ 42.69% |
$288K - $298K
|
39.5K
$979K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$279K - $289K
|
11.4K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$273K - $282K
|
11.2K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.89KNew |
$241K - $249K
|
9.89K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.26KNew |
$226K - $233K
|
9.26K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.91KNew |
$217K - $225K
|
8.91K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.8KNew |
$215K - $222K
|
8.8K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26KNew |
$201K - $208K
|
8.26K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.17KNew |
$199K - $206K
|
8.17K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.13KNew |
$198K - $205K
|
8.13K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.13K+ 5.18% |
$198K - $205K
|
165K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.08KNew |
$197K - $204K
|
8.08K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.08KNew |
$197K - $203K
|
8.08K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.45K+ 4.79% |
$182K - $188K
|
163K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.02K+ 11.45% |
$171K - $177K
|
68.3K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.68K+ 188.56% |
$163K - $168K
|
10.2K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.56KNew |
$160K - $165K
|
6.56K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.4K+ 58.95% |
$156K - $161K
|
17.3K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.77K+ 1.62% |
$141K - $145K
|
361K
$8.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.71K+ 142.32% |
$139K - $144K
|
9.73K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.44K+ 42.15% |
$133K - $137K
|
18.3K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.21K+ 2.37% |
$127K - $131K
|
224K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.79KNew |
$117K - $121K
|
4.79K
$119K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.74K+ 1.48% |
$116K - $120K
|
326K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.36K+ 2.46% |
$106K - $110K
|
182K
$4.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.29K+ 65.62% |
$105K - $108K
|
10.8K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.32K+ 11.73% |
$80.8K - $83.6K
|
31.6K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.19K+ 11.87% |
$77.7K - $80.3K
|
30K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.16K+ 0.84% |
$76.9K - $79.5K
|
377K
$9.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.99K+ 24.57% |
$72.9K - $75.4K
|
15.2K
$376K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$608K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.71K+ 1.86% |
$65.9K - $68.2K
|
148K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.38K+ 7.16% |
$58.1K - $60.1K
|
35.7K
$884K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 5.46% |
$53.7K - $55.5K
|
42.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.16K+ 15.2% |
$52.5K - $54.3K
|
16.3K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$52.5K - $54.3K
|
2.15K
$53.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.05KNew |
$49.9K - $51.5K
|
2.05K
$50.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$46.4K - $47.9K
|
1.9K
$47.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 9.3% |
$45.5K - $47.1K
|
22K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.74K+ 11.56% |
$42.3K - $43.8K
|
16.8K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$41.4K - $42.8K
|
1.7K
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64K+ 0.98% |
$40.1K - $41.4K
|
169K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.5K+ 8.69% |
$36.5K - $37.7K
|
18.7K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.4K+ 10.53% |
$34.1K - $35.3K
|
14.7K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$33.1K - $34.2K
|
1.36K
$33.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 2.47% |
$31.4K - $32.4K
|
53.3K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 8.39% |
$31K - $32.1K
|
16.4K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.23KNew |
$30K - $31K
|
1.23K
$30.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 8.09% |
$29.5K - $30.5K
|
16.2K
$401K
|