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, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29+ 16.76% |
$685 - $702
|
202
$5.02K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
28+ 0.22% |
$662 - $677
|
12.7K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.1% |
$284 - $290
|
11.8K
$292K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.2KNew |
$399K - $412K
|
17.2K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.19K+ 22.06% |
$97.2K - $100K
|
23.2K
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 100.0% |
$88.6K - $91.5K
|
7.64K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.52KNew |
$58.5K - $60.4K
|
2.52K
$62.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99KNew |
$46.1K - $47.6K
|
1.99K
$49.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$44.8K - $46.2K
|
1.93K
$48K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.2K+ 9.0% |
$27.7K - $28.6K
|
14.5K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.18KNew |
$27.2K - $28.1K
|
1.18K
$29.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
791New |
$18.3K - $18.9K
|
791
$19.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
391New |
$9.07K - $9.36K
|
391
$9.72K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$3.06K - $3.16K
|
132
$3.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
98+ 0.3% |
$2.27K - $2.35K
|
33.1K
$823K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
30New |
$696 - $718
|
30
$746
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2New |
$46.4 - $47.9
|
2
$49.7
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26.1K+ 183.24% |
$611K - $638K
|
40.4K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.9KNew |
$301K - $315K
|
12.9K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 3.63% |
$1.96K - $2.05K
|
2.4K
$59.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
67New |
$1.57K - $1.64K
|
67
$1.66K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13New |
$304 - $318
|
13
$323
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.4KNew |
$318K - $330K
|
13.4K
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
9.1KNew |
$216K - $224K
|
9.1K
$226K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.44KNew |
$176K - $183K
|
7.44K
$185K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.26K+ 16.51% |
$101K - $105K
|
30.1K
$747K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3.22KNew |
$76.5K - $79.3K
|
3.22K
$80.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.16KNew |
$75.1K - $77.8K
|
3.16K
$78.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.38KNew |
$56.5K - $58.5K
|
2.38K
$59.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 3.19% |
$38.6K - $40K
|
52.6K
$1.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
803New |
$19.1K - $19.8K
|
803
$20K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
269+ 1.48% |
$6.38K - $6.62K
|
18.4K
$458K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1New |
$23.7 - $24.6
|
1
$24.9
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
103KNew |
$2.53M - $2.64M
|
103K
$2.56M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
3.17K+ 32.53% |
$77.8K - $81.2K
|
12.9K
$321K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3MNew |
$33.3M - $33.8M
|
1.3M
$32.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.4K+ 28.0% |
$35.9K - $36.4K
|
6.4K
$159K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
135KNew |
$3.51M - $3.53M
|
135K
$3.36M
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
415New |
$10.8K - $10.8K
|
415
$10.3K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
77New |
$1.99K - $2.02K
|
77
$1.91K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.85K+ 150.2% |
$48.1K - $48.4K
|
3.08K
$76.5K
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$107K - $113K
|
4.33K
$108K
|
|