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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 3.14% |
$64.3K - $65.1K
|
84.3K
$2.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
19+ 0.15% |
$475 - $481
|
12.5K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10KNew |
$250K - $254K
|
10K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
595+ 4.03% |
$14.9K - $15.1K
|
15.4K
$387K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.43K+ 15.3% |
$161K - $163K
|
48.4K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-700- 3.14% |
$17.5K - $17.7K
|
21.6K
$544K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
14+ 0.09% |
$350 - $355
|
15.6K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 4.53% |
$111K - $113K
|
103K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.78KNew |
$44.4K - $45K
|
1.78K
$44.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.61K- 3.4% |
$90.3K - $91.5K
|
103K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.16% |
$50 - $50.7
|
174
$4.38K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.6K+ 7.13% |
$365K - $370K
|
219K
$5.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
17K+ 4.31% |
$424K - $430K
|
411K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.47K+ 6.07% |
$112K - $113K
|
78.1K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.29K+ 17.51% |
$82.4K - $83.4K
|
22.1K
$557K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
995+ 9.53% |
$24.9K - $25.2K
|
11.4K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.15K+ 17.28% |
$53.7K - $54.4K
|
14.6K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
78.7K+ 17.65% |
$1.97M - $1.99M
|
524K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.29K- 1.36% |
$232K - $235K
|
677K
$17M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
497K+ 2347.81% |
$12.4M - $12.6M
|
518K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.14K+ 3.82% |
$53.6K - $54.3K
|
58.2K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.8KNew |
$269K - $273K
|
10.8K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
223+ 9.53% |
$5.58K - $5.65K
|
2.56K
$64.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.03% |
$200 - $203
|
783
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
10.8KNew |
$270K - $274K
|
10.8K
$273K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
280+ 3.13% |
$7K - $7.09K
|
9.24K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 1.44% |
$8.08K - $8.18K
|
22.1K
$558K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
2.47K+ 8.92% |
$61.6K - $62.4K
|
30.1K
$759K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 1.91% |
$21.5K - $21.8K
|
45.9K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-281- 1.86% |
$7.03K - $7.12K
|
14.9K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 20.09% |
$3.4K - $3.44K
|
813
$20.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
80New |
$2K - $2.03K
|
80
$2.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05K+ 11.24% |
$26.2K - $26.5K
|
10.4K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 38.99% |
$32.7K - $33.2K
|
2.05K
$51.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.61K- 4.19% |
$40.3K - $40.8K
|
36.9K
$929K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
610+ 4.29% |
$15.3K - $15.5K
|
14.8K
$374K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 4.23% |
$10.4K - $10.5K
|
10.2K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.4K+ 1.71% |
$35K - $35.4K
|
83K
$2.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.7K- 2.56% |
$318K - $322K
|
485K
$12.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
144+ 1.6% |
$3.6K - $3.65K
|
9.13K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.2K+ 27.9% |
$130K - $132K
|
23.9K
$601K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.31K+ 6.23% |
$208K - $210K
|
142K
$3.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.6K+ 5.91% |
$240K - $243K
|
172K
$4.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.24K- 7.79% |
$106K - $107K
|
50.1K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
241+ 0.85% |
$6.03K - $6.1K
|
28.6K
$721K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 11.22% |
$40.9K - $41.5K
|
16.2K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 2.23% |
$64.6K - $65.4K
|
119K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
558+ 0.3% |
$14K - $14.1K
|
186K
$4.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.23KNew |
$106K - $107K
|
4.23K
$107K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-126K- 41.92% |
$3.15M - $3.19M
|
174K
$4.39M
|
|