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 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
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.52K- 83.29% |
$83.8K - $85.1K
|
705
$17.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.24K- 2.56% |
$29.6K - $30K
|
47.3K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-582- 2.28% |
$13.9K - $14.1K
|
24.9K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
350+ 3.88% |
$8.34K - $8.47K
|
9.37K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.62K- 23.17% |
$62.5K - $63.4K
|
8.69K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 1.48% |
$143 - $145
|
400
$9.91K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.35K+ 8.3% |
$32.2K - $32.7K
|
17.6K
$436K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.12% |
$262 - $266
|
9.12K
$226K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-550- 73.33% |
$13.1K - $13.3K
|
200
$4.95K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-22- 0.54% |
$524 - $532
|
4.05K
$100K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.31K- 18.5% |
$55.1K - $55.9K
|
10.2K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.3K- 35.31% |
$150K - $152K
|
11.5K
$286K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
366New |
$8.73K - $8.86K
|
366
$9.07K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-55.9K- 98.69% |
$1.33M - $1.35M
|
744
$18.4K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.46KNew |
$105K - $108K
|
4.46K
$110K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.88KNew |
$44.4K - $45.4K
|
1.88K
$46.5K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.05K- 38.81% |
$24.8K - $25.4K
|
1.65K
$40.9K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.31K- 52.88% |
$102K - $104K
|
3.84K
$95.2K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
206+ 0.41% |
$4.87K - $4.98K
|
49.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 16.27% |
$24.8K - $25.4K
|
5.39K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-20.8K- 37.82% |
$491K - $503K
|
34.2K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$282K - $289K
|
11.9K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.2KNew |
$52K - $53.2K
|
2.2K
$54.5K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.1% |
$284 - $290
|
11.8K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-9.81K- 14.07% |
$232K - $237K
|
59.9K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.2KNew |
$240K - $246K
|
10.2K
$252K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29+ 16.76% |
$685 - $702
|
202
$5K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.44K- 32.23% |
$105K - $107K
|
9.34K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
545New |
$12.9K - $13.2K
|
545
$13.5K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 5323.5% |
$252K - $258K
|
10.8K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.32K- 8.36% |
$31.1K - $31.8K
|
14.4K
$358K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10.3K- 45.18% |
$243K - $249K
|
12.5K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
221+ 0.41% |
$5.22K - $5.35K
|
53.5K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
28+ 0.22% |
$662 - $677
|
12.7K
$315K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.6K+ 8.17% |
$275K - $281K
|
154K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.12K+ 1.19% |
$26.3K - $27K
|
94.5K
$2.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
423+ 4.91% |
$10K - $10.2K
|
9.03K
$224K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.16K- 0.76% |
$51.1K - $52.3K
|
283K
$7.02M
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.2K+ 9.0% |
$27.7K - $28.6K
|
14.5K
$359K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$3.06K - $3.16K
|
132
$3.27K
|
|