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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
453+ 4.67% |
$11K - $11.4K
|
10.1K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
166New |
$4.05K - $4.18K
|
166
$4.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
129+ 0.86% |
$3.15K - $3.25K
|
15.2K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129New |
$3.15K - $3.25K
|
129
$3.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$707 - $731
|
29
$727
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.7KNew |
$1.15M - $1.17M
|
47.7K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
30.4KNew |
$736K - $746K
|
30.4K
$763K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 37.61% |
$27.8K - $28.2K
|
4.21K
$106K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.14KNew |
$27.6K - $28K
|
1.14K
$28.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
635+ 14.14% |
$15.4K - $15.6K
|
5.13K
$128K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
259New |
$6.27K - $6.35K
|
259
$6.49K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
129+ 0.96% |
$3.12K - $3.16K
|
13.6K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.08% |
$1.21K - $1.23K
|
60.7K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$1.16K - $1.18K
|
4.98K
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 5.61% |
$605 - $613
|
471
$11.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$285K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.14% |
$556 - $564
|
16.1K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.17% |
$242 - $245
|
250
$6.27K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$505K - $510K
|
20.7K
$520K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12KNew |
$291K - $294K
|
12K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
11.4KNew |
$278K - $281K
|
11.4K
$286K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.44KNew |
$59.4K - $60K
|
2.44K
$61.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47KNew |
$35.8K - $36.1K
|
1.47K
$36.8K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.43K+ 18.43% |
$34.8K - $35.1K
|
9.18K
$230K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.23KNew |
$29.9K - $30.2K
|
1.23K
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
653+ 6.05% |
$15.9K - $16K
|
11.5K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$4.33K - $4.37K
|
178
$4.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
154+ 1.37% |
$3.75K - $3.78K
|
11.4K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
151+ 7.07% |
$3.67K - $3.71K
|
2.29K
$57.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
169K+ 1272.8% |
$3.99M - $4.14M
|
183K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
86.7KNew |
$2.04M - $2.12M
|
86.7K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.7K+ 30.3% |
$276K - $287K
|
50.3K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.63KNew |
$203K - $211K
|
8.63K
$216K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.94KNew |
$92.8K - $96.4K
|
3.94K
$98.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.76K+ 2.84% |
$41.5K - $43.1K
|
63.9K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.4K - $28.5K
|
1.16K
$29.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
844New |
$19.9K - $20.7K
|
844
$21.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
781New |
$18.4K - $19.1K
|
781
$19.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
398+ 2.83% |
$9.38K - $9.74K
|
14.5K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320New |
$7.54K - $7.83K
|
320
$8.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
304New |
$7.16K - $7.44K
|
304
$7.62K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72New |
$1.7K - $1.76K
|
72
$1.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
41New |
$966 - $1K
|
41
$1.03K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
6+ 6.06% |
$141 - $147
|
105
$2.63K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 16.85% |
$358K - $363K
|
105K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.9KNew |
$92.4K - $93.6K
|
3.9K
$97.6K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.06K+ 23.12% |
$48.7K - $49.4K
|
10.9K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791New |
$18.8K - $19K
|
791
$19.8K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.1KNew |
$455K - $462K
|
19.1K
$479K
|
|