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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.72K+ 9.38% |
$42.3K - $43K
|
20K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.22K+ 11.79% |
$30K - $30.4K
|
11.5K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$28.8K - $29.2K
|
1.17K
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
606+ 2.36% |
$14.9K - $15.1K
|
26.3K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
248+ 9.33% |
$6.1K - $6.2K
|
2.91K
$73.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
123New |
$3.03K - $3.07K
|
123
$3.11K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
112+ 2.82% |
$2.76K - $2.8K
|
4.08K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 0.31% |
$2.46K - $2.5K
|
32.6K
$825K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
95New |
$2.34K - $2.37K
|
95
$2.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64New |
$1.57K - $1.6K
|
64
$1.62K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
447KNew |
$11M - $11.2M
|
447K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.7KNew |
$312K - $319K
|
12.7K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 41.83% |
$278K - $284K
|
38.3K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.1KNew |
$248K - $253K
|
10.1K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.58K+ 96.87% |
$236K - $241K
|
19.5K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.09KNew |
$224K - $228K
|
9.09K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.91KNew |
$219K - $224K
|
8.91K
$225K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.84K+ 20.64% |
$218K - $222K
|
51.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.24KNew |
$203K - $207K
|
8.24K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.15KNew |
$151K - $154K
|
6.15K
$156K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.91K+ 25.37% |
$145K - $148K
|
29.2K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$104K - $106K
|
4.21K
$107K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.84KNew |
$94.6K - $96.5K
|
3.84K
$97.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.89K+ 5.98% |
$46.5K - $47.5K
|
33.5K
$847K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.29K+ 13.77% |
$31.7K - $32.4K
|
10.7K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
892New |
$22K - $22.4K
|
892
$22.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
800+ 17.72% |
$19.7K - $20.1K
|
5.32K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
797+ 5.14% |
$19.6K - $20K
|
16.3K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
777+ 6.12% |
$19.1K - $19.5K
|
13.5K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
471New |
$11.6K - $11.8K
|
471
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
436+ 6.65% |
$10.7K - $11K
|
7K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
398New |
$9.79K - $10K
|
398
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
383New |
$9.43K - $9.62K
|
383
$9.69K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
302+ 2.99% |
$7.43K - $7.59K
|
10.4K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
291New |
$7.16K - $7.31K
|
291
$7.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 13.06% |
$6.57K - $6.71K
|
2.31K
$58.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
243+ 3.03% |
$5.98K - $6.1K
|
8.27K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 10.54% |
$4.41K - $4.5K
|
1.88K
$47.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116New |
$2.85K - $2.91K
|
116
$2.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
110+ 0.85% |
$2.71K - $2.76K
|
13.1K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$2.17K - $2.21K
|
14.6K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
77New |
$1.89K - $1.93K
|
77
$1.95K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 1.16% |
$615 - $628
|
2.18K
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 6.86% |
$172 - $176
|
109
$2.76K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$49.2 - $50.2
|
2
$50.6
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15KNew |
$367K - $379K
|
15K
$381K
|
|