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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.1% |
$345 - $352
|
13.9K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 6.86% |
$172 - $176
|
109
$2.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 1.72% |
$73.8 - $75.4
|
177
$4.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.2% |
$49.2 - $50.2
|
169
$4.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$49.2 - $50.2
|
2
$49.7
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.8KNew |
$995K - $1.03M
|
40.8K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15KNew |
$367K - $379K
|
15K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.8K+ 42.69% |
$288K - $298K
|
39.5K
$982K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
8.91KNew |
$217K - $225K
|
8.91K
$221K
|
|
|
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
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.13KNew |
$198K - $205K
|
8.13K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.08KNew |
$197K - $203K
|
8.08K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.44K+ 42.15% |
$133K - $137K
|
18.3K
$456K
|
|
|
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 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08KNew |
$26.4K - $27.2K
|
1.08K
$26.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
806+ 3.87% |
$19.7K - $20.3K
|
21.7K
$538K
|
|
|
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
|
|
|
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 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
239+ 2.61% |
$5.83K - $6.02K
|
9.38K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
166New |
$4.05K - $4.18K
|
166
$4.13K
|
|
|
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
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$707 - $731
|
29
$721
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.7KNew |
$1.15M - $1.17M
|
47.7K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
30.4KNew |
$736K - $746K
|
30.4K
$756K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.99KNew |
$217K - $220K
|
8.99K
$223K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.63K+ 19.43% |
$39.5K - $40K
|
10K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 37.61% |
$27.8K - $28.2K
|
4.21K
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.14KNew |
$27.6K - $28K
|
1.14K
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
635+ 14.14% |
$15.4K - $15.6K
|
5.13K
$127K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
259New |
$6.27K - $6.35K
|
259
$6.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
109+ 4.27% |
$2.64K - $2.67K
|
2.66K
$66.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.08% |
$1.21K - $1.23K
|
60.7K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$1.16K - $1.18K
|
4.98K
$124K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 5.61% |
$605 - $613
|
471
$11.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$282K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.14% |
$556 - $564
|
16.1K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.17% |
$242 - $245
|
250
$6.21K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35K+ 251.46% |
$851K - $860K
|
48.9K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$505K - $510K
|
20.7K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12KNew |
$291K - $294K
|
12K
$297K
|
|