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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
103KNew |
$2.53M - $2.64M
|
103K
$2.55M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.27KClosed |
$55.8K - $58.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500Closed |
$12.3K - $12.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
3.17K+ 32.53% |
$77.8K - $81.2K
|
12.9K
$320K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.93KClosed |
$219K - $229K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$46.6K - $48.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-212Closed |
$5.2K - $5.43K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-15.2KClosed |
$372K - $389K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-697Closed |
$17.1K - $17.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-545Closed |
$13.4K - $14K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-52.8KClosed |
$1.3M - $1.35M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.24KClosed |
$202K - $211K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$5.38K - $5.46K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3MNew |
$33.3M - $33.8M
|
1.3M
$32.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.4K+ 28.0% |
$35.9K - $36.4K
|
6.4K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.57KClosed |
$245K - $249K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4K- 12.7% |
$102K - $104K
|
27.5K
$681K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-14.7KClosed |
$376K - $381K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-96KClosed |
$2.49M - $2.51M
|
0
$0
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
135KNew |
$3.51M - $3.53M
|
135K
$3.35M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.24KClosed |
$214K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-75- 7.5% |
$1.95K - $1.96K
|
925
$22.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-7.04KClosed |
$183K - $184K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-60KClosed |
$1.56M - $1.57M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.2KClosed |
$316K - $318K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.1KClosed |
$365K - $367K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
415New |
$10.8K - $10.8K
|
415
$10.3K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.08KClosed |
$210K - $211K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-470Closed |
$12.2K - $12.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-69.6KClosed |
$1.8M - $1.82M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-400Closed |
$10.4K - $10.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-456Closed |
$11.8K - $11.9K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75Closed |
$1.94K - $1.96K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-169Closed |
$4.38K - $4.41K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-478- 91.57% |
$12.4K - $12.5K
|
44
$1.09K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$60.2K - $60.8K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.33KClosed |
$60.2K - $60.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-3.13KClosed |
$81.1K - $81.9K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.35KClosed |
$242K - $245K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
77New |
$1.99K - $2.02K
|
77
$1.91K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-65Closed |
$1.68K - $1.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-5.63KClosed |
$146K - $147K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.85K+ 150.2% |
$48.1K - $48.4K
|
3.08K
$76.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-90KClosed |
$2.34M - $2.36M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-475Closed |
$12.4K - $12.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$427K - $430K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-71.7KClosed |
$1.86M - $1.88M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-19.5KClosed |
$506K - $510K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-35.2KClosed |
$914K - $921K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-46.5KClosed |
$1.21M - $1.22M
|
0
$0
|
|