Latest Institutional Transactions on Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Esg Aware 1 (SUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.96K- 6.28% |
$74.5K - $75K
|
44.1K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$25.2 - $25.4
|
268
$6.75K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.8K+ 11.56% |
$473K - $477K
|
181K
$4.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 1.14% |
$25.4K - $25.6K
|
87.7K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
788+ 3.01% |
$19.8K - $20K
|
26.9K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.18K- 2.54% |
$105K - $106K
|
160K
$4.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
607+ 3.04% |
$15.3K - $15.4K
|
20.6K
$519K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 2.7% |
$31.7K - $31.9K
|
47.9K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.51K+ 7.11% |
$37.9K - $38.2K
|
22.7K
$571K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.1K- 27.96% |
$960K - $968K
|
98.3K
$2.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
757+ 5.95% |
$19.1K - $19.2K
|
13.5K
$340K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$478 - $482
|
10.5K
$264K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.76K+ 4.78% |
$44.3K - $44.7K
|
38.6K
$972K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 3.21% |
$95.8K - $96.5K
|
122K
$3.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
20.2K+ 13.84% |
$509K - $513K
|
166K
$4.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.85K+ 41.22% |
$248K - $250K
|
33.7K
$850K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.21K+ 5.41% |
$156K - $158K
|
121K
$3.05M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16New |
$403 - $406
|
16
$403
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 2.59% |
$279K - $283K
|
442K
$11.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.92% |
$50 - $50.7
|
220
$5.54K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.37K+ 1.84% |
$34.3K - $34.7K
|
76K
$1.91M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-798- 7.07% |
$20K - $20.2K
|
10.5K
$264K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.91K- 7.04% |
$72.8K - $73.7K
|
38.4K
$969K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.02KNew |
$200K - $203K
|
8.02K
$202K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.22K+ 6.78% |
$80.5K - $81.6K
|
50.7K
$1.28M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15K+ 2.68% |
$28.6K - $29K
|
43.8K
$1.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.3K+ 7.57% |
$532K - $539K
|
303K
$7.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.1K+ 2.89% |
$2.23M - $2.26M
|
3.17M
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25.8K+ 7.23% |
$645K - $654K
|
383K
$9.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.97K- 2.95% |
$99.3K - $101K
|
131K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.23% |
$775 - $785
|
13.5K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 4.12% |
$803K - $814K
|
812K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
323+ 1.18% |
$8.08K - $8.18K
|
27.8K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.26K- 18.48% |
$131K - $133K
|
23.2K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
618+ 0.55% |
$15.5K - $15.7K
|
113K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46.5K- 67.69% |
$1.16M - $1.18M
|
22.2K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 26.88% |
$787K - $797K
|
85.6K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$100 - $101
|
4.88K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.09K+ 577.38% |
$77.2K - $78.2K
|
3.62K
$91.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.2KNew |
$205K - $208K
|
8.2K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.26K- 9.7% |
$132K - $133K
|
49K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.4K- 2.41% |
$160K - $162K
|
259K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.6K+ 6.48% |
$1.56M - $1.59M
|
1.03M
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.37K+ 0.99% |
$84.2K - $85.3K
|
345K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
694New |
$17.4K - $17.6K
|
694
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.46K+ 50.17% |
$212K - $214K
|
25.3K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9+ 0.04% |
$225 - $228
|
24K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.32K- 10.1% |
$108K - $109K
|
38.4K
$969K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
71New |
$1.78K - $1.8K
|
71
$1.79K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.1KNew |
$1.43M - $1.45M
|
57.1K
$1.44M
|
|