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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-527- 1.37% |
$13.2K - $13.3K
|
38K
$959K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-830- 3.6% |
$20.8K - $21K
|
22.2K
$560K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-141- 84.94% |
$3.53K - $3.57K
|
25
$630
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.5KNew |
$1.06M - $1.08M
|
42.5K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 1.55% |
$3.88K - $3.93K
|
9.84K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 1.75% |
$6.1K - $6.18K
|
13.7K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-13- 0.06% |
$325 - $329
|
20.7K
$521K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2.67K- 6.76% |
$66.7K - $67.5K
|
36.8K
$927K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-616- 1.27% |
$15.4K - $15.6K
|
47.9K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 1.11% |
$1.38K - $1.39K
|
5.01K
$126K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-1.19K- 5.11% |
$29.8K - $30.2K
|
22.1K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
186+ 1.11% |
$4.65K - $4.71K
|
16.9K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.88K- 12.42% |
$47K - $47.6K
|
13.3K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
674New |
$16.9K - $17.1K
|
674
$17K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-406- 5.78% |
$10.2K - $10.3K
|
6.62K
$167K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.42K+ 3.54% |
$35.4K - $35.8K
|
41.4K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3K+ 35.05% |
$75K - $76K
|
11.6K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-602- 7.05% |
$15.1K - $15.2K
|
7.94K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.86K+ 4.35% |
$221K - $224K
|
212K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.94K- 7.12% |
$73.6K - $74.5K
|
38.4K
$967K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
801+ 2.36% |
$20K - $20.3K
|
34.8K
$876K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
42+ 0.33% |
$1.05K - $1.06K
|
12.9K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 21.98% |
$5K - $5.07K
|
1.11K
$28K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 4.53% |
$453K - $459K
|
418K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
453+ 10.28% |
$11.3K - $11.5K
|
4.86K
$122K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
275+ 24.14% |
$6.88K - $6.97K
|
1.41K
$35.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
71+ 0.44% |
$1.78K - $1.8K
|
16.3K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 66.5% |
$6.65K - $6.74K
|
666
$16.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.65K+ 6.75% |
$41.3K - $41.9K
|
26.1K
$659K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
91+ 1.11% |
$2.28K - $2.31K
|
8.32K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
96+ 1.11% |
$2.4K - $2.43K
|
8.77K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 17.62% |
$1K - $1.01K
|
267
$6.73K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-352- 72.43% |
$8.8K - $8.92K
|
134
$3.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 16.4% |
$28.4K - $28.7K
|
5.78K
$146K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
7.81K+ 16.08% |
$195K - $198K
|
56.4K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.7KNew |
$417K - $423K
|
16.7K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 12.8% |
$46.2K - $46.8K
|
16.3K
$410K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14+ 0.33% |
$350 - $355
|
4.3K
$108K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.5K+ 4.25% |
$37.5K - $38K
|
36.8K
$928K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.1K+ 5.25% |
$203K - $205K
|
163K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.06K+ 3.55% |
$201K - $204K
|
235K
$5.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72.5K+ 18.46% |
$1.81M - $1.84M
|
465K
$11.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
854+ 8.52% |
$21.4K - $21.6K
|
10.9K
$274K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 1.28% |
$28K - $28.3K
|
88.7K
$2.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.7K+ 17.32% |
$67.4K - $68.3K
|
18.3K
$460K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
24+ 0.13% |
$600 - $608
|
17.9K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
995+ 5.55% |
$24.9K - $25.2K
|
18.9K
$477K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 11.04% |
$30.8K - $31.2K
|
12.4K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
92.8KNew |
$2.32M - $2.35M
|
92.8K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.16K+ 14.77% |
$54K - $54.7K
|
16.8K
$423K
|
|