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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11.2K+ 2.59% |
$279K - $283K
|
442K
$11.1M
|
|
|
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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.3K+ 7.57% |
$532K - $539K
|
303K
$7.62M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15K+ 2.68% |
$28.6K - $29K
|
43.8K
$1.1M
|
|
|
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
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.46K+ 50.17% |
$212K - $214K
|
25.3K
$638K
|
|
|
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
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$100 - $101
|
4.88K
$123K
|
|
|
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
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25.8K+ 7.23% |
$645K - $654K
|
383K
$9.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
694New |
$17.4K - $17.6K
|
694
$17.5K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 11.67% |
$12.5K - $12.7K
|
3.78K
$95.3K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.14K+ 8.04% |
$229K - $232K
|
123K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 6.39% |
$611K - $619K
|
407K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371+ 2.8% |
$9.28K - $9.4K
|
13.6K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
554+ 2.87% |
$13.9K - $14K
|
19.9K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 14.33% |
$321K - $326K
|
103K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-315- 0.76% |
$7.88K - $7.98K
|
41.3K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.8K+ 9.89% |
$45K - $45.6K
|
20K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59- 0.13% |
$1.48K - $1.49K
|
45.6K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.82K+ 1.87% |
$195K - $198K
|
425K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
978+ 17.54% |
$24.5K - $24.8K
|
6.56K
$165K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.51K- 0.88% |
$113K - $114K
|
509K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.77K+ 5.21% |
$44.3K - $44.9K
|
35.8K
$903K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 0.65% |
$2.63K - $2.66K
|
16.3K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27.7K+ 106.67% |
$693K - $702K
|
53.7K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
324+ 790.24% |
$8.1K - $8.21K
|
365
$9.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.44K- 1.21% |
$136K - $138K
|
443K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 37.22% |
$502K - $509K
|
74.1K
$1.87M
|
|