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 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.16K+ 0.84% |
$76.9K - $79.5K
|
377K
$9.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.99K+ 24.57% |
$72.9K - $75.4K
|
15.2K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$610K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 5.46% |
$53.7K - $55.5K
|
42.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.16K+ 15.2% |
$52.5K - $54.3K
|
16.3K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.05KNew |
$49.9K - $51.5K
|
2.05K
$50.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$46.4K - $47.9K
|
1.9K
$47.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 9.3% |
$45.5K - $47.1K
|
22K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64K+ 0.98% |
$40.1K - $41.4K
|
169K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.5K+ 8.69% |
$36.5K - $37.7K
|
18.7K
$466K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.4K+ 10.53% |
$34.1K - $35.3K
|
14.7K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$33.1K - $34.2K
|
1.36K
$33.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.29K+ 2.47% |
$31.4K - $32.4K
|
53.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 8.39% |
$31K - $32.1K
|
16.4K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.23KNew |
$30K - $31K
|
1.23K
$30.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 8.09% |
$29.5K - $30.5K
|
16.2K
$403K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$27.8K - $28.8K
|
1.14K
$28.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 167.22% |
$26.9K - $27.8K
|
1.76K
$43.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08KNew |
$26.4K - $27.2K
|
1.08K
$26.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
864New |
$21.1K - $21.8K
|
864
$21.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
836+ 9.11% |
$20.4K - $21.1K
|
10K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
806+ 3.87% |
$19.7K - $20.3K
|
21.7K
$538K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
746+ 4.92% |
$18.2K - $18.8K
|
15.9K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
725New |
$17.7K - $18.3K
|
725
$18K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
625New |
$15.2K - $15.8K
|
625
$15.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
611+ 11.56% |
$14.9K - $15.4K
|
5.9K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
588+ 0.31% |
$14.3K - $14.8K
|
192K
$4.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$11.5K - $11.9K
|
471
$11.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
453+ 4.67% |
$11K - $11.4K
|
10.1K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
452+ 1.9% |
$11K - $11.4K
|
24.2K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
331+ 10.66% |
$8.07K - $8.34K
|
3.44K
$85.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
319+ 1.56% |
$7.78K - $8.04K
|
20.8K
$516K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
277+ 0.43% |
$6.75K - $6.98K
|
64.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
239+ 2.61% |
$5.83K - $6.02K
|
9.38K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
226+ 0.55% |
$5.51K - $5.7K
|
41.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
166New |
$4.05K - $4.18K
|
166
$4.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
164+ 11.91% |
$4K - $4.13K
|
1.54K
$38.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
163+ 0.64% |
$3.97K - $4.11K
|
25.5K
$635K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
154+ 1.82% |
$3.75K - $3.88K
|
8.62K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142+ 489.66% |
$3.46K - $3.58K
|
171
$4.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
137New |
$3.34K - $3.45K
|
137
$3.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
129+ 0.86% |
$3.15K - $3.25K
|
15.2K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129New |
$3.15K - $3.25K
|
129
$3.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 1.69% |
$1.83K - $1.89K
|
4.52K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
72+ 0.95% |
$1.76K - $1.81K
|
7.61K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
69+ 0.68% |
$1.68K - $1.74K
|
10.2K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
67+ 0.71% |
$1.63K - $1.69K
|
9.48K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54+ 0.39% |
$1.32K - $1.36K
|
13.9K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
46+ 0.07% |
$1.12K - $1.16K
|
61.8K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$707 - $731
|
29
$721
|