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 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 8.09% |
$29.5K - $30.5K
|
16.2K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.07K- 39.98% |
$148K - $153K
|
9.11K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
471New |
$11.5K - $11.9K
|
471
$11.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.29K+ 65.62% |
$105K - $108K
|
10.8K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.44K+ 42.15% |
$133K - $137K
|
18.3K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 5.46% |
$53.7K - $55.5K
|
42.5K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19.2K- 91.97% |
$469K - $485K
|
1.68K
$41.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.31K- 6.81% |
$130K - $134K
|
72.7K
$1.81M
|
|
| Q2 2024 | |||||||
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.73K+ 6.92% |
$139K - $140K
|
88.6K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.99KNew |
$217K - $220K
|
8.99K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-194K- 88.82% |
$4.68M - $4.74M
|
24.4K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
635+ 14.14% |
$15.4K - $15.6K
|
5.13K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
109+ 4.27% |
$2.64K - $2.67K
|
2.66K
$66.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$1.16K - $1.18K
|
4.98K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
47.7KNew |
$1.15M - $1.17M
|
47.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.27K- 9.73% |
$152K - $154K
|
58.2K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 37.61% |
$27.8K - $28.2K
|
4.21K
$105K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.14% |
$556 - $564
|
16.1K
$399K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.63K+ 19.43% |
$39.5K - $40K
|
10K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.17% |
$242 - $245
|
250
$6.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 4.49% |
$484 - $490
|
425
$10.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-346- 53.64% |
$8.37K - $8.48K
|
299
$7.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-704- 0.15% |
$17K - $17.3K
|
461K
$11.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 5.61% |
$605 - $613
|
471
$11.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.09K- 35.1% |
$220K - $223K
|
16.8K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.14KNew |
$27.6K - $28K
|
1.14K
$28.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 33.61% |
$84.7K - $85.8K
|
6.91K
$172K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.16KNew |
$101K - $102K
|
4.16K
$103K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.08% |
$1.21K - $1.23K
|
60.7K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
259New |
$6.27K - $6.35K
|
259
$6.44K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.89K- 31.7% |
$167K - $169K
|
14.8K
$369K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-520- 0.53% |
$12.6K - $12.7K
|
98.4K
$2.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
30.4KNew |
$736K - $746K
|
30.4K
$757K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$605 - $613
|
11.4K
$282K
|
|
| Q1 2024 | |||||||
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-398- 1.43% |
$9.68K - $9.78K
|
27.4K
$682K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-5.73K- 6.47% |
$139K - $141K
|
82.8K
$2.06M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
225New |
$5.47K - $5.53K
|
225
$5.59K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 0.63% |
$4.86K - $4.91K
|
31.8K
$791K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
37.2KNew |
$905K - $914K
|
37.2K
$925K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.44KNew |
$59.4K - $60K
|
2.44K
$60.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-362- 3.07% |
$8.8K - $8.89K
|
11.4K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 29.47% |
$345K - $348K
|
33.9K
$843K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-337- 0.23% |
$8.2K - $8.28K
|
147K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-164- 0.9% |
$3.99K - $4.03K
|
18K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
212+ 38.13% |
$5.16K - $5.21K
|
768
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35K+ 251.46% |
$851K - $860K
|
48.9K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
653+ 6.05% |
$15.9K - $16K
|
11.5K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.73KNew |
$237K - $239K
|
9.73K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.5K- 8.33% |
$36.5K - $36.9K
|
16.5K
$410K
|
|