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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
178New |
$4.33K - $4.37K
|
178
$4.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
151+ 7.07% |
$3.67K - $3.71K
|
2.29K
$56.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
71.8KNew |
$1.75M - $1.76M
|
71.8K
$1.78M
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-281- 0.65% |
$6.62K - $6.88K
|
42.6K
$1.06M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72New |
$1.7K - $1.76K
|
72
$1.78K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
844New |
$19.9K - $20.7K
|
844
$20.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
304New |
$7.16K - $7.44K
|
304
$7.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
169K+ 1272.8% |
$3.99M - $4.14M
|
183K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-16K- 81.2% |
$377K - $391K
|
3.7K
$91.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-869- 9.51% |
$20.5K - $21.3K
|
8.27K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$2.83K - $2.94K
|
120
$2.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320New |
$7.54K - $7.83K
|
320
$7.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.71KNew |
$87.3K - $90.7K
|
3.71K
$91.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
41New |
$966 - $1K
|
41
$1.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
86.7KNew |
$2.04M - $2.12M
|
86.7K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.7K+ 30.3% |
$276K - $287K
|
50.3K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-235- 1.89% |
$5.54K - $5.75K
|
12.2K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.63KNew |
$203K - $211K
|
8.63K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
398+ 2.83% |
$9.38K - $9.74K
|
14.5K
$359K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$241K - $250K
|
10.2K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
6+ 6.06% |
$141 - $147
|
105
$2.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.03K- 19.75% |
$119K - $123K
|
20.4K
$506K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.4K - $28.5K
|
1.16K
$28.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-338- 2.62% |
$7.96K - $8.27K
|
12.6K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-220- 2.94% |
$5.18K - $5.39K
|
7.26K
$180K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-140- 0.86% |
$3.3K - $3.43K
|
16.1K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
781New |
$18.4K - $19.1K
|
781
$19.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 5.84% |
$990 - $1.03K
|
677
$16.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.76K+ 2.84% |
$41.5K - $43.1K
|
63.9K
$1.58M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-1.98K- 7.15% |
$46.7K - $48.5K
|
25.7K
$637K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.06K+ 23.12% |
$48.7K - $49.4K
|
10.9K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
350New |
$8.3K - $8.41K
|
350
$8.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
791New |
$18.8K - $19K
|
791
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.2K- 80.59% |
$551K - $558K
|
5.59K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.4K- 62.29% |
$270K - $274K
|
6.9K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.46KClosed |
$106K - $107K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-249- 2.55% |
$5.91K - $5.98K
|
9.51K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-33- 82.5% |
$783 - $793
|
7
$173
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 16.85% |
$358K - $363K
|
105K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.49K- 28.89% |
$82.7K - $83.8K
|
8.59K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.52K- 19.01% |
$59.7K - $60.4K
|
10.7K
$265K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.27K- 18.36% |
$125K - $127K
|
23.4K
$581K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.9KNew |
$92.4K - $93.6K
|
3.9K
$96.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
264+ 3.13% |
$6.26K - $6.34K
|
8.7K
$216K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.1KNew |
$455K - $462K
|
19.1K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
375+ 0.88% |
$8.94K - $9.08K
|
42.8K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-62.6K- 8.48% |
$1.49M - $1.51M
|
675K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
508+ 5.76% |
$12.1K - $12.3K
|
9.33K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.61K- 2.96% |
$38.4K - $39K
|
52.9K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.7KNew |
$64.3K - $65.3K
|
2.7K
$66.8K
|
|