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 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 11.01% |
$261K - $266K
|
107K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
43K+ 75.31% |
$1.06M - $1.08M
|
100K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.84K+ 15.65% |
$144K - $147K
|
43.1K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.96K+ 17.37% |
$72.9K - $74.4K
|
20K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 1.03% |
$2.46K - $2.51K
|
9.78K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 0.87% |
$7.38K - $7.54K
|
34.4K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.3K+ 41.83% |
$278K - $284K
|
38.3K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.61K- 5.26% |
$88.9K - $90.8K
|
65.1K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
88+ 0.61% |
$2.17K - $2.21K
|
14.6K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116New |
$2.85K - $2.91K
|
116
$2.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 2.29% |
$43.6K - $44.5K
|
78.9K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.17K+ 25.06% |
$53.5K - $54.6K
|
10.8K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17.1K+ 6.54% |
$422K - $431K
|
279K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.3KNew |
$254K - $260K
|
10.3K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.49K+ 39.84% |
$86K - $87.7K
|
12.3K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 47.63% |
$260K - $265K
|
11.6K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.33K+ 10.74% |
$205K - $209K
|
85.9K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.2% |
$49.2 - $50.2
|
169
$4.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
159+ 1.49% |
$3.91K - $3.99K
|
10.8K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29.4K+ 26.33% |
$723K - $738K
|
141K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
136KNew |
$3.35M - $3.42M
|
136K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8.06K+ 27.62% |
$198K - $203K
|
37.3K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.7K+ 2.23% |
$66.3K - $67.7K
|
123K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 12.15% |
$816K - $833K
|
306K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.3K+ 9.27% |
$56.6K - $57.8K
|
27.1K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$28.8K - $29.4K
|
21.9K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.11K- 30.8% |
$175K - $179K
|
16K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.22K+ 54.65% |
$178K - $181K
|
20.4K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.4K- 7.97% |
$478K - $487K
|
224K
$5.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-723- 4.79% |
$17.8K - $18.2K
|
14.4K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-160- 0.65% |
$3.94K - $4.02K
|
24.3K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 4.99% |
$93.3K - $95.2K
|
79.7K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 6.42% |
$127K - $130K
|
85.8K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
330+ 1.07% |
$8.12K - $8.29K
|
31.3K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.15KNew |
$151K - $154K
|
6.15K
$152K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 9.07% |
$40K - $40.8K
|
19.5K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.15K+ 8.88% |
$151K - $155K
|
75.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.91KNew |
$219K - $224K
|
8.91K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.13KNew |
$27.9K - $28.5K
|
1.13K
$28.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-756- 3.71% |
$18.6K - $19K
|
19.6K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.33K+ 10.93% |
$81.8K - $83.5K
|
33.7K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4K+ 29.4% |
$98.5K - $101K
|
17.6K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15.3K- 29.51% |
$376K - $383K
|
36.4K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$49.2 - $50.2
|
2
$49.5
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.5K+ 16.03% |
$552K - $564K
|
162K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-677- 1.36% |
$16.7K - $17K
|
49K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
243+ 3.03% |
$5.98K - $6.1K
|
8.27K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 25.13% |
$44.1K - $45K
|
8.92K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.23K+ 7.87% |
$178K - $181K
|
99K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 9.81% |
$39K - $39.8K
|
14.6K
$361K
|