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 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
226+ 0.55% |
$5.51K - $5.7K
|
41.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
239+ 2.61% |
$5.83K - $6.02K
|
9.38K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.8KNew |
$215K - $222K
|
8.8K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$46.4K - $47.9K
|
1.9K
$47.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-334K- 97.17% |
$8.14M - $8.42M
|
9.73K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.3K+ 22.75% |
$617K - $638K
|
137K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 0.13% |
$683 - $706
|
22.2K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.36K+ 2.46% |
$106K - $110K
|
182K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64K+ 0.98% |
$40.1K - $41.4K
|
169K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
725New |
$17.7K - $18.3K
|
725
$18K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.29KClosed |
$226K - $234K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
687+ 5.54% |
$16.7K - $17.3K
|
13.1K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
611+ 11.56% |
$14.9K - $15.4K
|
5.9K
$146K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.91K- 4.55% |
$70.8K - $73.2K
|
60.9K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.16K+ 0.84% |
$76.9K - $79.5K
|
377K
$9.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
137New |
$3.34K - $3.45K
|
137
$3.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.2KNew |
$1.49M - $1.54M
|
61.2K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 0.13% |
$317 - $328
|
10.2K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.05KNew |
$49.9K - $51.5K
|
2.05K
$50.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 22.86% |
$3.03M - $3.13M
|
668K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.56KNew |
$160K - $165K
|
6.56K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$273K - $282K
|
11.2K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$52.5K - $54.3K
|
2.15K
$53.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 24.39% |
$582K - $601K
|
122K
$3.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$798K - $825K
|
32.7K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.2K- 1.45% |
$78K - $80.6K
|
218K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32M+ 232.74% |
$32.1M - $33.2M
|
1.88M
$46.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
71K+ 3001.23% |
$1.73M - $1.79M
|
73.3K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
36K+ 174.33% |
$878K - $908K
|
56.7K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.4KNew |
$693K - $716K
|
28.4K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
864New |
$21.1K - $21.8K
|
864
$21.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-949- 6.96% |
$23.1K - $23.9K
|
12.7K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$27.8K - $28.8K
|
1.14K
$28.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-203- 0.3% |
$4.95K - $5.12K
|
67K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
625New |
$15.2K - $15.8K
|
625
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.65K- 40.18% |
$162K - $168K
|
9.9K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.5K+ 6.52% |
$597K - $617K
|
400K
$9.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.13K+ 5.18% |
$198K - $205K
|
165K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129New |
$3.15K - $3.25K
|
129
$3.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.72K+ 12.44% |
$66.2K - $68.4K
|
24.5K
$608K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-239- 2.01% |
$5.83K - $6.02K
|
11.7K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21.1K+ 82.7% |
$513K - $531K
|
46.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.3% |
$26.8K - $27.7K
|
364K
$9.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-13.8K- 8.38% |
$336K - $347K
|
150K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
472K+ 1188.72% |
$11.5M - $11.9M
|
512K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
836+ 9.11% |
$20.4K - $21.1K
|
10K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.45K+ 4.79% |
$182K - $188K
|
163K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
72+ 0.95% |
$1.76K - $1.81K
|
7.61K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.99K- 8.32% |
$97.3K - $101K
|
44K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
131+ 0.99% |
$3.19K - $3.3K
|
13.3K
$331K
|